Source: https://wealthfolio.app/docs/guide/health-center/

# Health Center

Find and fix portfolio data issues in Wealthfolio — orphan activities, negative balances, stale prices and FX rates, missing classifications — in one click.

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Last updated September 10, 2026

The Health Center is the place to start when something looks off — a number doesn’t add up, a holding shows a strange spike, an account has negative cash. It runs a series of checks against your portfolio across six categories and proposes fixes for whatever it finds.

![The Health Center flags data-quality issues; here, everything checks out](https://assets.wealthfolio.app/images/screenshots/app/health.png)![The Health Center flags data-quality issues; here, everything checks out](https://assets.wealthfolio.app/images/screenshots/app/health-dark.png)

The Health Center flags data-quality issues; here, everything checks out

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## 1 · What gets checked

Findings are grouped into severity tiers (`Info`, `Warning`, `Error`, `Critical`) and six categories:

### Data consistency

Things that don’t add up internally.

-   **Orphan activity → account** — an activity references an account that no longer exists.
-   **Orphan activity → asset** — an activity references an asset that no longer exists.
-   **Negative position** — a holding shows a negative quantity (you’ve sold more shares than you bought; usually means a missing BUY or TRANSFER\_IN).
-   **Negative cash balance** — cash on an account has gone below zero. Usually means a BUY ran without a matching DEPOSIT or TRANSFER\_IN.
-   **Negative account balance** — the account’s total balance is negative, often a symptom of the issues above.
-   **Legacy classification** — an asset is still using the pre-v2 classification scheme and should be migrated.

### Quote sync

-   **Quote sync errors** — a market-data provider returned an error for one or more assets on the last refresh. Triggers the **Retry Sync** auto-fix.

### Price staleness

-   **Stale price (warning)** — last quote is more than 24 hours old (configurable).
-   **Stale price (critical)** — last quote is more than 72 hours old (configurable).

Both trigger the **Sync Prices** auto-fix for the affected assets.

### FX integrity

-   **Missing FX rate** — an activity in a non-base currency has no exchange rate for its date.
-   **Stale FX rate (warning)** — last FX point for a currency pair is more than 24 hours old.
-   **Stale FX rate (critical)** — last FX point is more than 72 hours old.

All three trigger the **Fetch Exchange Rates** auto-fix.

### Classifications

-   **Missing classification** — an asset has no sector / region / asset-class classification, so it doesn’t show up in allocation breakdowns.
-   **Legacy classification** — covered above; surfaces the **Migrate Classifications** auto-fix per-asset, plus a **Start Migration** action that processes all legacy classifications at once.

### Account configuration

-   **Uninitialized tracking mode** — the account hasn’t been set to Holdings or Transactions mode yet. Affects how performance is computed.
-   **Missing timezone** — needed for daily-close performance math.
-   **Invalid timezone** — the configured timezone string isn’t recognized.
-   **Timezone mismatch** — the account’s timezone differs from the portfolio default in a way worth confirming.

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## 2 · Running checks

Open **Settings → Health Center** (or **Tools → Health Center** from the menu on mobile). Checks run on demand; click **Run all checks** or pick a category.

Each finding shows:

-   A description of what’s wrong.
-   The affected account, asset, or activity (with a **View** link to jump to it).
-   A **Fix** button when an auto-fix is available.
-   A **Dismiss** button to acknowledge expected findings. Dismissals are tied to the data’s current hash, so the issue re-surfaces automatically if the underlying data changes.

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## 3 · Auto-fixes

The auto-fix actions Wealthfolio knows how to execute:

| Action ID | Label | What it does |
| --- | --- | --- |
| `sync_prices` | Sync Prices | Re-fetches the latest quotes for the affected assets. |
| `fetch_fx` | Fetch Exchange Rates | Pulls missing or stale FX rates for the affected currency pairs. |
| `retry_sync` | Retry Sync | Retries the last failed market-data sync for the affected assets. |
| `migrate_classifications` | Migrate Classifications | Upgrades legacy asset classifications for the listed assets. |
| `migrate_legacy_classifications` | Start Migration | Kicks off a portfolio-wide migration of legacy classifications. |

If an issue doesn’t have an auto-fix, it still includes a **Navigate** action that takes you to the right page to fix it manually (e.g. an asset detail page for a missing classification, or the Activities page filtered to a specific account for orphan activities).

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## 4 · Configuring thresholds

The default thresholds are tuned for typical use:

| Setting | Default |
| --- | --- |
| Stale price → Warning | 24h |
| Stale price → Critical | 72h |
| Stale FX → Warning | 24h |
| Stale FX → Critical | 72h |
| Market-value escalation | 30% |
| Classification warn → error | 5% of portfolio MV |

These live in the Health Center configuration and can be adjusted if your portfolio needs different sensitivity.

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## 5 · When to run it

Good moments to open the Health Center:

-   After a big CSV import — catches mapping mistakes early.
-   When a metric on the dashboard looks wrong.
-   After upgrading to a new major version — schema changes occasionally surface pre-existing data quirks.
-   Periodically if you have many accounts — even a few stale quotes or missing FX points can throw off totals.

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After the 3.8 activity upgrade, also check **Activities → Needs review**. That queue contains amounts that need comparison with your statement. It is separate from Health Center checks. See [Activity Fields](https://wealthfolio.app/docs/concepts/activity-fields/).

## 6 · What it doesn’t do

The Health Center checks **internal consistency** — does the data Wealthfolio has add up? It can’t:

-   Validate against your broker. If your broker shipped wrong data, the Health Center won’t know. Compare against a brokerage statement.
-   Predict the future. A stale-quote check tells you the price is old, not what the right price is.
-   Fix classification meaning. It can migrate legacy classifications and flag missing ones, but it doesn’t decide that AAPL belongs to the Technology sector — you do.

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**Next step:** If the Health Center keeps flagging the same issue and you can’t tell what’s causing it, post in [Discord](https://discord.gg/WDMCY6aPWK) with a screenshot of the finding.

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