A python script to sync balances from Wealthsimple Invest, Trade, and Cash accounts to Lunch Money.
This script uses the Unofficial Wealthsimple API's to fetch balances and then pushes those balances to the corresponding asset in Lunch Money. The script periodically refreshes the access tokens to Wealthsimple so that a OTP code does not need to be entered each time (only once at the start).
- An installation of Python3.
- Modify
run.sh(unix) orrun.bat(windows) with your account details.
| Field | Required | Notes |
|---|---|---|
| LUNCH_MONEY_API_KEY | ✔️ | Obtained from Lunch Money Developer Settings. |
| WS_USERNAME | ✔️ | Email associated with Wealthsimple accounts. |
| WS_PASSWORD | ✔️ | Password associated with Wealthsimple accounts. |
| ASSET_LINKS | ✔️ | List of mappings from Wealthsimple accounts to Lunch Money assets. Each entry is of the form: <wealthsimple_account_id>,<is_wealthsimple_trade_account>,<lunch_money_asset_id>. Entries are separated by spaces. |
| REFRESH_INTERVAL_SECS | Default of 25 minutes | How often to sync balances. Recommended to be at least 30 minutes or the access tokens may expire. |
| RETRY_LOGIN_TIMES | Default of 3 | How many times to retry logging in if the login fails. |
A correctly setup run.sh for a Wealthsimple Trade(ws-trade-1), a Wealthsimple Invest(ws-invest-1), and a WealthsimpleCash(ws-cash-1) accounts mapping to Lunch Money assets with IDs lm-1, lm-2, and lm-3 respectfully.
#!/bin/bash
export LUNCH_MONEY_API_KEY="1234567890abcdefg"
export WS_USERNAME="me@emil.com"
export WS_PASSWORD="mysecurepassword"
export ASSET_LINKS="ws-trade-1,True,lm-1 ws-invest-1,False,lm-2 ws-cash-1,False,lm-3"
python main.py $1
- In your terminal, execute
./run.sh <otp>where<otp>is the one time passcode obtained from your authenticator app.
The unofficial APIs at times are flaky and don't always provide balance details. Detailed logs of the script's actions are outputted into the logs directory. If there is a persistent issue, feel free to open an issue on Github with a redacted log file (or submit a PR fixing it!), and I'll be happy to take a look!