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📁 Files & Uploads

The Files page (/files) is your central hub for managing all uploaded content in LibreFolio. It has two distinct sections with different visibility rules.

📂 Two Tabs, Two Purposes

📁 Static Resources

Static Files Tab

Static resources are visible to all users in the system. This is where you'll find:

  • 🖼️ User avatars and profile pictures
  • 🏷️ Broker icons and logos
  • 📄 Any shared documents or images uploaded by users

These files live in the custom-uploads/ directory on the server.

You can switch between list view and grid view for a visual preview of image files:

Static Files Grid View

📊 Broker Reports

Broker Reports Tab

Broker reports have restricted visibility — you can only see reports for brokers you have access to (as Owner, Editor, or Viewer). These files include:

  • 📋 CSV or Excel transaction exports from your broker
  • ✅ Parsed results from the automatic import system (BRIM)
  • ❌ Files that failed parsing (kept for debugging)

⬆️ Uploading Files

To upload a file:

  1. Click the upload area or drag & drop files directly
  2. For image files, the Image Crop tool opens automatically, letting you resize and crop before uploading
  3. For non-image files (CSV, PDF, etc.), you can rename the file before confirming
File Upload Drop Zone

File Size Limit

The maximum upload size is configured by the system administrator in Global Settings. The default is typically 10 MB.

📤 Uploading Broker Reports

If you want to import transactions from your broker:

  1. Go to the Broker Reports tab
  2. Upload the CSV or Excel file exported from your broker (Degiro, Interactive Brokers, eToro, Directa, etc.)
  3. Choose which broker to associate the file with — this is where the imported transactions will be stored
  4. The system will later attempt to automatically detect the file format via the BRIM import system and parse the transactions

Association ≠ Parsing

The broker you choose when uploading is for association only — it determines which broker account receives the imported transactions. The format detection and parsing happen in a separate step and are independent of the broker: the same BRIM plugin can work for multiple brokers if they export in the same format.

Work in Progress

The full broker report import UI (BRIM) is under active development. Currently, you can upload reports and associate them with brokers, but the guided import wizard is not yet available.

🔒 Security

  • 🌐 Static files are accessible to anyone with a LibreFolio account
  • 🔐 Broker reports respect the broker's access control — only users with access to that broker can view its reports
  • 🚫 Executable files (.exe, .sh, .py, etc.) are blocked for security
  • 🔍 File MIME type is validated server-side to prevent masquerading (e.g., renaming a .exe to .jpg)