⚙️ Global Settings
Global settings apply to the whole instance and to every user. They are stored in the database: everyone can read them, only administrators can change them.
✏️ Change a Setting
🔓 1. Unlock the tab
Open Settings (gear icon in the sidebar), then the Admin tab: its Global Settings panel groups the settings by category. Click the lock icon (🔒) in the header to unlock it. Only administrators (superusers) have the lock; everyone else gets a read-only view.
💾 2. Edit and save
- Nothing is written until you click Save next to a setting, or Save All in the header. Undo and Undo All bring back the saved values.
- Reset to Default and Reset All to Defaults fill in the default values, ready to save.
- Saved values apply right away, without a restart.
🔒 Locking with unsaved changes — when a dialog asks first
Clicking the lock with unsaved changes asks whether to discard them. Cancel keeps your edits; Discard puts back the saved values and locks the tab.
💻 Missing settings — recreate them from the command line
Every server start recreates any missing setting with its default value. To do it without a restart, run the command-line tool:
The values you changed are kept.
📋 What Each Setting Does
| Category | Setting | Default | What it does — when to change it |
|---|---|---|---|
| ⏳ Session | Session Duration | 24 hours | How long users stay signed in. Shorten it on shared devices; a new value applies from each user's next login. |
| 🛡️ Security | Enable Registration | On | Lets new people sign up. Turn it off once everyone has an account, above all if the instance is reachable from the internet. The first account of a new instance can always be created. |
| 🛡️ Security | Require Email Verification | Off | Not active yet: sending emails is a planned feature, so the switch is read-only and marked Coming soon. |
| 🔄 Update Job | Scheduler Enabled | On | Turns the automatic price and exchange-rate updates on or off: see Market Data Scheduler. |
| 🧠 Memory | Max File Upload Size | 10 MB | The largest file users can upload, broker reports included. Raise it if a large export is refused. |
| 🌍 Defaults | Default Currency | EUR |
The currency new users report in. |
| 🌍 Defaults | Default Language | en |
🇬🇧 en, 🇮🇹 it, 🇫🇷 fr or 🇪🇸 es. |
| 🌍 Defaults | Default Theme | auto |
☀️ light, 🌙 dark, or 🖥️ auto, which follows the device. |
New users start from the three defaults: the Welcome setup shows their language and currency pre-filled. Changing a default later leaves the Preferences of existing users untouched.
🕐 Market Data Scheduler
The scheduler keeps prices and exchange rates up to date on its own, even when nobody is signed in:
- 💰 Current price refresh — every few minutes, the latest price of each active asset that has a price provider.
- 📊 History sync — on the days and times you choose, the daily prices of those assets and the rates of every FX pair with a provider, over the Lookback horizon, to fill any gap. Pairs with manual rates only are skipped.
⚙️ Configure the schedule
Unlock the tab, open Update Job and click Configure… in the Schedule Configuration row. The dialog has its own Save button.
| Field | Default | What it sets |
|---|---|---|
| Timezone | UTC |
The timezone of the times and days below; the server's UTC clock is shown next to it. |
| Refresh every | 10 minutes | How often current prices are refreshed, from 1 to 1440 minutes. |
| Sync times | 06:00, 23:00 |
When the history sync runs; Add time adds a slot. |
| Sync days | Mon to Sat | The days of the history sync. |
| Lookback horizon | 14 days | How many past days each history sync checks, from 1 to 365. |
Keep at least one time and one day. Tip: a history sync after the markets close (for example
22:00) gets the most complete data.
🌍 Changing the timezone — the jobs move in time
Times and days keep their values but count in the new timezone, so the jobs run at another
moment. They also follow its daylight saving time: 06:00 in Europe/Rome runs at 05:00 UTC
in winter and at 04:00 UTC in summer.
📜 Read the scheduler log
The Scheduler Status row shows the last current price refresh, with a dot for its result. Click the row (or Details…) to open the Scheduler Execution Log. Only administrators can read the status and the log.
- Each entry is one run: job, time, duration and how many items succeeded. 🟢 OK: all of them, or nothing to do; 🟡 Partial: some failed; 🔴 Error: none succeeded.
- Click an entry to see each asset or FX pair, its provider and the prices changed (Delta). Hover an error to read it in full; double-click it (long-press on a phone) to copy it.
- Filter by job, status or period, from the last hour to the last 30 days. Only the most recent runs are kept.
🗄️ Server Caches
To stay fast, LibreFolio keeps recent provider answers and computed results in memory. The Cache Status panel, at the end of the Memory category, lists each cache with its Size / Max and its TTL (how long an entry is kept). Click a column header to sort; Refresh updates the numbers.
Everyone can see the panel. An administrator, with the tab unlocked, can empty one cache with Clear or all of them with Clear all, to force fresh data without a restart. A restart empties every cache too.
Clearing a cache slows down the next fetch
Both actions ask for confirmation first. After a clear, the next request for that data goes back to the providers, so expect a slowdown similar to a server restart while the caches fill up again.
🧵 Several workers — when the server runs with --workers
Each worker process has its own caches. The panel shows, and clears, those of the worker that answered; restart the server to empty them all.
🔗 Related
- 📝 Environment Variables — The settings that live in
.envinstead - 👤 User Preferences — What each user can change for themselves
- 🧑💻 For developers: Settings System, Cache Registry and Market Data Scheduler