Skip to content

🏦 Financial Instruments

This section covers the building blocks of any portfolio: the instruments you can hold, the transactions that move them, and the events that affect their value.

📖 What's Inside

📊 Asset Types

The asset classes LibreFolio supports — from equities and ETFs to bonds, crypto, and real estate. Each type has specific pricing behaviors, dividend/interest handling, and tax implications.

💸 Transaction Types

Every financial operation that changes your portfolio: buying, selling, dividends received, fees paid, and more. Understanding transactions is critical for accurate P&L and tax reporting.

📅 Asset Events

Corporate actions and scheduled occurrences that affect an asset globally — dividends declared, stock splits, price adjustments, interest payments, and maturity settlements. Events are distinct from transactions: they happen to the asset, not to your portfolio.