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πŸ’Ό Assets

Assets are the core of LibreFolio. They represent any financial instrument you own or track: stocks, ETFs, bonds, cryptocurrencies, or custom instruments like savings accounts with scheduled interest.

Assets List Page

πŸ“Œ What is an Asset?

An asset in LibreFolio is a financial instrument with:

  • Identity: name, ISIN, ticker, or other identifiers
  • Category: stock, ETF, bond, crypto, commodity, etc.
  • Currency: the currency the asset is denominated in
  • Provider: an optional pricing provider that automatically fetches current prices and history
  • Classification: sector and geographic distribution (pie charts + world map)
  • Transactions: buy, sell, dividend, interest operations linked to a portfolio

πŸ“‹ Asset List

Navigate to Assets in the sidebar to see all your assets. The list page provides:

  • Grid / Table toggle: switch between card grid and sortable data table (choice is persisted)
  • Search: filter assets by name, ISIN, or ticker
  • Type filter: show only specific asset types (ETF, Stock, Bond, etc.)
  • Active/All toggle: show only active assets or include archived ones
  • Price change period: select the time window for price change (Ξ”) display (1D, 1W, 1M, 3M, 6M, 1Y, YTD, ALL)
  • Sync All: fetch latest prices for all assets with a provider
  • Refresh All: reload asset data from the database

Click on any asset card to navigate to its detail page.

🧭 Features

βž• Create & Edit

Step-by-step guide for creating new assets, configuring providers, and editing existing assets.

πŸ“Š Asset Detail Page

The heart of asset analysis β€” interactive chart, technical signals, measures, classification, and data editor.

πŸ”Œ Providers

Automatic price fetching from Yahoo Finance, justETF, CSS Scraper, or the Scheduled Investment engine.