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https://github.com/milesstoetzner/stoetzms-ghostfolio-importer

ghostfolio-importer is a simple utility to import transactions from Scalable Capital and Trade Republic into Ghostfolio.
https://github.com/milesstoetzner/stoetzms-ghostfolio-importer

export ghostfolio import scalablecapital traderepublic

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ghostfolio-importer is a simple utility to import transactions from Scalable Capital and Trade Republic into Ghostfolio.

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# Ghostfolio Importer

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`ghostfolio-importer` is a simple utility to import transactions from Scalable Capital and Trade Republic into Ghostfolio.

## Usage

```
npx ghostfolio-importer transform [options]
```

## Internal Transaction Format

We use the following internal format for transactions.

| Property | Mandatory | Value | Description |
|----------|-----------|---------------------------|-------------|
| type | true | `BUY`, `SELL`, `DIVIDEND` | |
| ISIN | true | string | |
| quantity | true | number | |
| price | true | number | |
| currency | true | `EUR`, `USD` | |
| date | true | date | |
| _meta | false | any | |

## Input Providers

### Scalable Capital

Import transactions from Scalable Capital.

| Option | Mandatory | Value | Description |
| -------------- | --------- | ------------------ | ----------- |
| input-filter | false | string | |
| input-dir | true | string | |
| input-provider | true | `scalable-capital` | |
| input-format | true | `pdf` | |

### Trade Republic

Import transactions from Trade Republic.

| Option | Mandatory | Value | Description |
| -------------- | --------- | ---------------- | ----------- |
| input-filter | false | string | |
| input-dir | true | string | |
| input-provider | true | `trade-republic` | |
| input-format | true | `pdf` | |

### None

Import transactions from a file using the internal transaction format.

| Option | Mandatory | Value | Description |
| -------------- | --------- | -------------- | ----------- |
| input-file | false | string | |
| input-provider | true | `none` | |
| input-format | true | `json`, `yaml` | |

## Output Providers

### Ghostfolio

Export transactions for Ghostfolio ...

| Option | Mandatory | Value | Description |
| --------------------- | --------- | ------------------------------------- | ----------- |
| output-provider | true | `ghostfolio` | |
| output-format | true | `console`, `yaml`, `json`, `endpoint` | |
| ghostfolio-account-id | true | string | |
| ghostfolio-map | false | string | |

... into the console.

| Option | Mandatory | Value | Description |
| ------------- | --------- | --------- | ----------- |
| output-format | true | `console` | |

... into a file.

| Option | Mandatory | Value | Description |
| ------------- | --------- | -------------- | ----------- |
| output-format | true | `json`, `yaml` | |
| output-file | true | string | |

... into Ghostfolio.

| Option | Mandatory | Value | Description |
| ------------------- | --------- | ---------- | ----------- |
| output-format | true | `endpoint` | |
| ghostfolio-endpoint | true | string | |
| ghostfolio-token | true | string | |

### None

Export transactions not for a specific provider but using the internal transaction format.

| Option | Mandatory | Value | Description |
| --------------- | --------- | --------- | ----------- |
| output-provider | true | `none` | |
| output-format | true | `console` | |

## Limitations

- We do not support fees.
- We do not support taxes.
- We do only support EUR and USD.
- We do rely on a config to map ISINs to symbols that Ghostfolio understands.
- We do rely on transactions provided by PDF.

## Similar Projects

It is worth to check out the following projects.

- [VibeNL/GhostfolioSidekick](https://github.com/VibeNL/GhostfolioSidekick)
- [roboes/neobroker-portfolio-importer](https://github.com/roboes/neobroker-portfolio-importer)

## Keywords

ghostfolio, scalable capital, stock, stocks, ETF, ETFs, portfolio, import, importer, export, exporter, extract, pdf, json, yaml