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➕ Create & Edit Assets

Creating a New Asset

  1. Click + New Asset on the assets page
  2. Use Smart Search to find your asset: type a name, ISIN, or ticker and LibreFolio searches across multiple providers (Yahoo Finance, justETF, CSS Scraper) in parallel
  3. Select a result to auto-fill name, identifiers, currency, sector/geographic distributions, and provider configuration
  4. Or fill in manually:
    • Name (required)
    • Category (required): Stock, ETF, Bond, Crypto, Commodity, P2P, Index, etc.
    • Currency (required): the currency the asset is denominated in
    • Identifiers: ISIN, ticker, CUSIP, SEDOL, etc.
  5. Optionally configure a Provider for automatic price fetching
  6. Optionally add Sector and Geographic distributions
  7. Click Save
Create Asset Modal

🧪 Testing Provider Configuration

After configuring a provider, click Test Configuration to verify that pricing data can be fetched. The test checks:

  • Current Price: fetches the latest price
  • History: fetches historical price data (if supported)

Results are displayed inline with execution times. A ⚠️ warning means the operation is not supported by this provider (e.g., CSS Scraper doesn't support history).

🔌 Provider Assignment

Each asset can have one pricing provider assigned. See Providers for details on available providers and their configuration.

⏱️ Fetch Interval

The fetch interval controls how often LibreFolio automatically refreshes the asset's price data. Default is 24 hours (24:00). Format: HH:MM.

🛠️ Editing an Asset

Click the Edit (✏️) button on the detail page to open the asset modal with all fields pre-populated. All fields are editable, including provider configuration and distributions.