Moneyfarm to Financedrip Portfolio Export

Export Moneyfarm Portfolio to Financedrip standard format

If you like this project you can support me with ☕ or simply put a ⭐ to this repository 😊

Installation

Clone this repository and install dependency

pip install -r requirements.txt 

Usage

Export Data from Moneyfarm

1. Login on your Moneyfarm account
2. Go into Documents
3. Download latest Rendiconto Gestione Patrimoniale
4. Copy downloaded file into project folder
5. Run main.py, automatically takes the first pdf file in the folder, if you want to specify it put it after main.py

python main.py Rendiconto+Gestione+Patrimoniale+3+trimestre+2023.pdf

6. If there were no errors, you should find the csv file with the name 'export_for_financedrip.csv'

Import data to Financedrip

1. Login on your Financedrip account

2. Create a Portfolio if you haven't yet

3. Click on Importa

4. Select CSV File 'export_for_financedrip.csv' with Personalizzato Broker

5. Wait a few seconds and you should have all transactions imported 😊

Contributing

Pull requests are welcome. For major changes, please open an issue first to discuss what you would like to change.

License

GNU AGPLv3 © [Lorenzo De Luca][https://lorenzodeluca.dev]