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❓ Frequently Asked Questions (FAQ)

Welcome to the LibreFolio FAQ. Here you'll find answers to common questions.

💬 General Questions

🤔 What is LibreFolio?

LibreFolio is an open-source portfolio tracker that gives you a complete, private view of all your investments. Powerful analytics tools turn your data into actionable insights — so you can make informed decisions with full confidence and full control.

💰 Is LibreFolio free?

Yes! LibreFolio is completely free and open-source under the AGPL-3.0 license. You can install it on your own server and manage everything yourself at no cost.

Coming soon: hosted platform ☁️

We're working on an online platform for those who don't have the time, interest, or technical skills to self-host. The hosted version will offer all features with zero setup, automatic updates, and dedicated support — available as a paid subscription.

🤖 Are there AI features planned?

Yes! Our roadmap includes AI-powered assistants to help you analyze your portfolio, spot trends, and make better-informed decisions.

  • Self-hosted: you can connect your own AI models and manage everything independently
  • Hosted platform: AI assistants will be fully integrated — ready to use with no configuration required, along with premium support

📊 What assets can I track?

LibreFolio supports:

  • Stocks & ETFs — Automatically fetched prices via data providers (e.g., yfinance)
  • Cryptocurrencies — Coming soon
  • Bonds — Manual entry supported
  • P2P Lending — Scheduled-yield assets
  • Cash & Deposits — Track your liquidity

Missing something? 💡

If there's an asset class or feature you'd like to see that we haven't thought of yet, we'd love to hear from you! Open a feature request on GitHub and let us know.

🚀 Getting Started

📦 How do I install LibreFolio?

See our Installation Guide for detailed instructions.

👤 How do I create an account?

  1. Navigate to the login page
  2. Click "Register"
  3. Fill in your details
  4. Your account is ready to use!

🔑 I forgot my password, what do I do?

Currently, password reset is done via CLI. Contact your instance administrator or run:

./dev.py user reset <username> <new_password>

🔧 Troubleshooting

📉 My asset prices aren't updating

Check that:

  1. Auto-sync is enabled in Global Settings
  2. Your assets have valid ISINs or symbols recognized by the configured data provider (e.g., yfinance for stocks and ETFs)
  3. The provider's service is available (check server logs for errors)

💱 My FX rates aren't updating

Check that:

  1. The currency pair has at least one data provider configured
  2. The provider's API is reachable (ECB, FED, BOE, SNB)
  3. You've run a sync for the desired date range
  4. Check the provider supply chain for fallback options

🔐 I can't login

  • Verify your username and password
  • Check if your account is activated
  • Clear browser cookies and try again

🆘 Need More Help?