❓ Frequently Asked Questions (FAQ)

Welcome to the LibreFolio FAQ. Here you'll find answers to common questions.

💬 General Questions

🤔 What is LibreFolio?

LibreFolio is an open-source portfolio tracker that gives you a complete, private view of all your investments. Powerful analytics tools turn your data into actionable insights — so you can make informed decisions with full confidence and full control.

💰 Is LibreFolio free?

Yes! LibreFolio is completely free and open-source under the AGPL-3.0 license. You can install it on your own server and manage everything yourself at no cost.

Coming soon: hosted platform ☁️

We're working on an online platform for those who don't have the time, interest, or technical skills to self-host. The hosted version will offer all features with zero setup, automatic updates, and dedicated support — available as a paid subscription.

🤖 Can I use LibreFolio with an AI assistant?

Yes. AI Export copies your data as ready-to-paste text, with a focused question if you want one, so you can ask the AI assistant of your choice about your portfolio, a broker, an asset or a currency pair. LibreFolio itself never contacts an AI service.

On the upcoming hosted platform, AI assistants will be fully integrated: ready to use with no configuration, along with premium support.

📊 What assets can I track?

LibreFolio supports:

Stocks, ETFs and funds — prices fetched automatically from data providers (e.g., yfinance)
Bonds — prices from a provider, or entered by hand
Crypto assets — tracked as portfolio assets, not as currencies
Crowdfunding and P2P lending — valued with a scheduled yield
Commodities, real estate, and assets without a market price (art, collectibles, unlisted shares)
Cash — the balance of each broker, in every currency

The full list is in Asset Types.

Missing something? 💡

If there's an asset class or feature you'd like to see that we haven't thought of yet, we'd love to hear from you! Open a feature request on GitHub and let us know.

🚀 Getting Started

📦 How do I install LibreFolio?

Follow the Docker Installation Guide, the recommended way, or the Host Installation Guide to run it with Pipenv.

👤 How do I create an account?

Open the login page.
Click Register here, next to Don't have an account?
Fill in your details: your account is ready to use.

On a new instance, the first account created becomes the administrator. After that, signing up works only while the administrator keeps Enable Registration on in the Global Settings; otherwise, ask them for an account.

🔑 I forgot my password, what do I do?

Recovery by e-mail is not available yet: ask your instance administrator, who can set a new password from the command line (Reset a Password).

🔧 Troubleshooting

📉 My asset prices aren't updating

Check that:

Scheduler Enabled is on in the Global Settings: it runs the automatic updates
Your assets have valid ISINs or symbols recognized by the configured data provider (e.g., yfinance for stocks and ETFs)
The provider's service is available (check server logs for errors)

💱 My FX rates aren't updating

Check that:

Scheduler Enabled is on in the Global Settings
The currency pair has at least one data provider configured
The provider's API is reachable (ECB, FED, BOE, SNB)
You've run a sync for the desired date range
Check the provider supply chain for fallback options

Verify your username and password
With a wrong password you always get the same Invalid username or password message, whether the account exists or not; with the right password, a disabled account is told so: ask your administrator to enable it again
Clear browser cookies and try again

📱 Can I use LibreFolio as a mobile app?

Yes! LibreFolio supports PWA (Progressive Web App) installation. You can add it to your home screen on Android, iOS, or desktop for a full-screen, app-like experience — no app store needed.

See the Install as App (PWA) guide for step-by-step instructions.