🚀 Getting Started

Welcome to LibreFolio! This guide walks you through registering an account, logging in, and creating your first broker — everything you need to start tracking your portfolio.

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📝 1. Register Your Account

Navigate to the LibreFolio URL (e.g., http://localhost:8000) and you'll see the login page. Click Register to create a new account.

Fill in your details:

• 👤 Username: Your display name (unique across the system)
• 📧 Email: A valid email address
• 🔑 Password: A strong password (the strength indicator helps you)

First User = Admin

The very first user to register automatically becomes the system administrator (superuser). This user can manage global settings, promote other users, and access all admin features.

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🔐 2. Log In

After registering, you'll be redirected to the login page. Enter your credentials to access your dashboard.

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🏦 3. Create Your First Broker

A Broker in LibreFolio represents a brokerage account — the place where your investments live (e.g., Interactive Brokers, Degiro, a bank account, etc.).

Why do I need a Broker?

All transactions in LibreFolio are tied to a broker. It's the container that groups your trades, imports, and reports. You need at least one broker before you can start tracking anything.

📋 Steps

1. Navigate to the Brokers page from the sidebar menu
2. Click the "New Broker" button
3. Fill in the broker details:
   • 🏷️ Name: A descriptive name (e.g., "My Degiro Account")
   • 💰 Base Currency: The currency of the account (e.g., EUR, USD)
   • 🖼️ Icon (optional): Upload a broker logo or avatar
4. Once created, you can click on a broker to see its details, import reports, and manage transactions.

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🔮 4. What's Next?

Now that you have an account and a broker, you can:

• 📤 Upload broker reports — Import CSV/Excel files from your broker for automatic transaction parsing
• 🤝 Share your broker — Give access to family members, advisors, or accountants
• 💱 Set up FX rates — Configure currency conversion for multi-currency portfolios
• ⚙️ Customize settings — Adjust language, theme, and system preferences

Portfolio Calculations

Brokers are also used for portfolio aggregation calculations. When you share a broker with another user and set a share percentage, the system can compute each user's portion of the total portfolio value. This feature is under active development.