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πŸ“Š Asset Types

LibreFolio supports a wide range of asset classes to cover a diversified portfolio. Each asset type has specific behaviors regarding pricing, dividends, and tax handling.

πŸ“‹ Supported Assets

Type Code Description
Stock STOCK Equity shares in a company. Prices are typically fetched from public exchanges. πŸ“–
ETF ETF Exchange Traded Funds. Baskets of securities that trade like stocks. πŸ“–
Bond BOND Fixed-income securities representing a loan to a borrower (government or corporate). πŸ“–
Crypto CRYPTO Digital currencies and tokens (Bitcoin, Ethereum, etc.). πŸ“–
P2P / Crowdfunding CROWDFUNDING Peer-to-peer loans or real estate crowdfunding. Often valued via scheduled interest payments. πŸ“–
Mutual Fund FUND Professionally managed investment funds. πŸ“–
Commodities HOLD Physical assets like Gold, Silver, or Diamonds held for long-term value. πŸ“–
Other OTHER Any other asset class (e.g., Art, Private Equity, Collectibles). πŸ“–
Index & Benchmark β€” Market indexes (S&P 500, MSCI World) used as reference benchmarks β€” not directly tradeable. πŸ“–

  • πŸ’Έ Transaction Types β€” Operations that affect your portfolio
  • πŸ“… Asset Events β€” Corporate actions affecting asset prices
  • πŸ’° Taxation β€” Tax implications by asset class