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❓ Frequently Asked Questions (FAQ)

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

πŸ’¬ General Questions

πŸ€” What is LibreFolio?

LibreFolio is a self-hosted, open-source portfolio tracker designed for privacy-conscious investors. It allows you to track your investments, analyze performance, and maintain full control of your financial data.

πŸ’° Is LibreFolio free?

Yes! LibreFolio is completely free and open-source under the AGPL-3.0 license.

πŸ“Š What assets can I track?

LibreFolio supports:

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

Missing something? πŸ’‘

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.

πŸš€ Getting Started

πŸ“¦ How do I install LibreFolio?

See our Installation Guide for detailed instructions.

πŸ‘€ 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!

πŸ”‘ 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>

πŸ”§ Troubleshooting

πŸ“‰ 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)

πŸ’± 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

πŸ” I can't login

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

πŸ†˜ Need More Help?