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Introduction

What is LibreFolio?

LibreFolio is a self-hosted financial portfolio tracker designed for privacy and flexibility. It allows you to aggregate data from multiple brokers and asset sources into a single, unified dashboard.

Key Features

  • Privacy First: Your data stays on your server. No third-party cloud storage.
  • Multi-Broker Support: Import data from Interactive Brokers, Degiro, eToro, Trading212, and many others via CSV.
  • Asset Tracking: Track Stocks, ETFs, Cryptocurrencies, and P2P Loans.
  • Automated Pricing: Fetch prices from Yahoo Finance, JustETF, or custom web scrapers.
  • FX Handling: Automatic currency conversion using official rates (ECB, FED, etc.).
  • Modern Stack: Built with Python (FastAPI), SvelteKit, and SQLite.

Technology Stack

LibreFolio is built on a modern, efficient stack:

  • Backend: Python 3.11+, FastAPI, SQLAlchemy (Async), Pydantic.
  • Frontend: SvelteKit, TypeScript, TailwindCSS.
  • Database: SQLite (with strict mode and WAL journal).
  • Containerization: Docker & Docker Compose.

Project Goals

  1. Data Sovereignty: Users should own their financial data.
  2. Extensibility: Easy to add new brokers and data sources via a plugin system.
  3. Simplicity: Easy to deploy via Docker for non-technical users.