xtb-investment-tools/skills/xtb-wealthfolio-export/SKILL.md

name, description

name	description
xtb-wealthfolio-export	Use when converting XTB brokerage .xlsx exports to Wealthfolio-compatible CSV, validating Wealthfolio import rows, checking transaction activity mappings, or debugging exporter.py output.

XTB Wealthfolio Export

Use this skill to create and validate Wealthfolio CSV files from XTB Cash Operations data from a copied skill folder. The skill bundles the required Python tools in scripts/, so it can run without the original repository as long as Python dependencies are installed.

Workflow

1. Identify the target workbook. If omitted and exactly one non-lock .xlsx exists in the current working directory, the exporter can auto-detect it.
2. Ensure dependencies are available: <skill-folder>/scripts/setup-env.sh
3. Validate the bundled tools: <skill-folder>/scripts/validate-export.sh
4. Create the Wealthfolio CSV from the directory where outputs should be written: <skill-folder>/scripts/export-wealthfolio.sh <report.xlsx>
5. If the user needs a custom path, run: <skill-folder>/scripts/export-wealthfolio.sh <report.xlsx> -o <output.csv>
6. Inspect the generated CSV header and a sample of rows before saying it is import-ready.
7. If row classification looks suspicious, read references/wealthfolio-csv.md and compare activity mappings.

Bundled Tools

• scripts/exporter.py: standalone XTB to Wealthfolio CSV exporter.
• scripts/main.py: shared XTB parsing helpers used by the exporter.
• scripts/html_charts.py and scripts/assets/: bundled because main.py imports the report helper.
• scripts/export-wealthfolio.sh: shell wrapper that runs the bundled exporter.
• scripts/validate-export.sh: dependency and schema smoke check.
• scripts/setup-env.sh: creates .venv in the current working directory and installs dependencies.
• scripts/requirements.txt: Python dependencies.

References

• Read references/wealthfolio-csv.md for Wealthfolio schema, XTB activity mapping, and known XTB comment quirks.

Guardrails

• Do not hand-edit exported CSV rows unless the user asks; prefer fixing scripts/exporter.py when mappings are wrong.
• Keep BUY and SELL trade rows with blank amount; Wealthfolio calculates trade amount from quantity * unitPrice.
• For pure cash activities, use $CASH-<CCY> and set quantity = 1, unitPrice = 1, and amount to the absolute cash value.