📊 Asset Types
LibreFolio supports a wide range of asset classes to cover a diversified portfolio. Each asset type has specific behaviors regarding pricing, dividends, and tax handling.
📋 Supported Assets
| Type | Code | Description | ||
|---|---|---|---|---|
| Stock | STOCK |
Equity shares in a company. Prices are typically fetched from public exchanges. | 📖 | |
| ETF | ETF |
Exchange Traded Funds. Baskets of securities that trade like stocks. | 📖 | |
| Bond | BOND |
Fixed-income securities representing a loan to a borrower (government or corporate). | 📖 | |
| Crypto | CRYPTO |
Digital currencies and tokens (Bitcoin, Ethereum, etc.). | 📖 | |
| P2P / Crowdfunding | CROWDFUNDING |
Peer-to-peer loans or real estate crowdfunding. Often valued via scheduled interest payments. | 📖 | |
| Mutual Fund | FUND |
Professionally managed investment funds. | 📖 | |
| Commodities | HOLD |
Physical assets like Gold, Silver, or Diamonds held for long-term value. | 📖 | |
| Other | OTHER |
Any other asset class (e.g., Art, Private Equity, Collectibles). | 📖 | |
| Index & Benchmark | — |
Market indexes (S&P 500, MSCI World) used as reference benchmarks — not directly tradeable. | 📖 |
🔗 Related
- 💸 Transaction Types — Operations that affect your portfolio
- 📅 Asset Events — Corporate actions affecting asset prices
- 💰 Taxation — Tax implications by asset class