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🔌 Asset Providers (Developer)

This section provides the technical deep-dive for each asset pricing provider in LibreFolio. For the end-user perspective, see the User Manual — Providers.

📦 Providers at a Glance

Provider Code Features get_asset_url params_schema Identifier Types Test Level
Yahoo Finance yfinance History, Search, Metadata ✅ — TICKER, ISIN Beta
JustETF justetf History, Search, Metadata ✅ — ISIN Beta
CSS Scraper cssscraper Current Value ✅ ✅ URL Beta
Scheduled Investment scheduled_investment History (Calc), Events — ✅ AUTO_GENERATED Beta
Mock Provider mockprov History, Search — — TICKER, ISIN Alpha

🔑 Feature Key

  • 📈 History: Can fetch historical OHLC data.
  • 🔎 Search: Supports searching for assets by name/ticker. Detected via test_search_query is not None.
  • 📋 Metadata: Can fetch asset details (sector, description, identifiers) via fetch_asset_metadata().
  • 💰 Current Value: Can fetch the latest real-time price.
  • 📊 Events: Can produce asset events (dividends, interest, settlements) via supports_events = True.
  • 🔗 get_asset_url: Generates a link to the provider's page for this asset (e.g., Yahoo Finance quote page).
  • 🧩 params_schema: Exposes a form schema for the frontend to render dynamic configuration fields.
  • 🧪 Probe: All providers support POST /assets/provider/probe for dry-run testing (current_price, history, metadata operations).

📝 Notes

  • CSS Scraper get_asset_url returns the identifier itself (which is the URL to scrape).
  • Scheduled Investment uses AUTO_GENERATED identifier type — no external identifier needed.
  • Mock Provider (mockprov) is only registered when LIBREFOLIO_TEST_MODE is enabled.

📈 Yahoo Finance (yfinance)

The primary market data provider — fetches stock, ETF, crypto, and index prices using the yfinance library.

  • Features: History, Search, Metadata, Current Value
  • Identifier types: TICKER, ISIN
  • Key details: ticker.info for current price (no history() or fast_info), search caching (10 min TTL), currency caching (24h), sector/geographic metadata
  • 📖 Technical Details →
  • 📖 User Guide →

🔍 JustETF (justetf)

Specialized ETF provider — fetches data from justetf.com including sector and geographic distributions.

  • Features: History, Search, Metadata, Current Value (Gettex)
  • Identifier types: ISIN
  • Key details: Cached ETF list for instant search, Gettex WebSocket for real-time quotes, geographic/sector distributions, pre-warm at startup
  • 📖 Technical Details →
  • 📖 User Guide →

🌐 CSS Scraper (cssscraper)

A versatile provider that can extract a current price from any public webpage using a CSS selector. Useful for tracking assets from niche sources without an API.

  • Features: Current Value only (no historical data)
  • Identifier type: URL
  • Key config: current_css_selector, currency, decimal_format
  • 📖 Technical Details →
  • 📖 User Guide →

📅 Scheduled Investment (scheduled_investment)

A synthetic, deterministic provider that calculates asset value based on a predefined interest schedule. No external calls, no DB access — pure math.

  • Features: Calculated History, Auto-generated Events (💵 INTEREST, 🏁 MATURITY_SETTLEMENT)
  • Identifier type: AUTO_GENERATED
  • Key config: initial_value, schedule[], day_count, interest_type, late_interest
  • 📖 Technical Details →
  • 📖 User Guide →