🖥️ Desktop Gallery
Experience LibreFolio's full desktop interface. Screenshots automatically adapt to your selected theme and language.
Theme & Language
Use the theme toggle in the header (☀️/🌙) to switch between light and dark mode. Use the language selector (🇬🇧) in the header to view screenshots in different languages.
🔐 Authentication
🔑 Login Page
The welcoming login page with our signature animated background.
📝 Registration - Empty Form
New users can easily create an account.
🔒 Registration - With Password Strength
Real-time password strength feedback helps users create secure passwords.
⬆️ Update Available
The post-login modal announcing a newer release, with current vs latest version and links to the updating guide.
🔒 Security
🚦 Connection Indicator
The connection security indicator at the bottom of the sidebar, open on Connection: local network, with the reason for that level and the How to connect securely link.
🧭 Onboarding
👋 Welcome Setup
The first-run Welcome page, where a new user confirms language and default currency and can add a profile picture before starting.
🗺️ Core Tour
A step of the guided Core tour highlighting a part of the interface.
🧭 Contextual Guide
A contextual guide bubble on a page (for example the FX page guide).
📊 Dashboard
Your portfolio at a glance — key stats, allocation charts, and a clean empty state for new users.
📌 KPI Overview
Period P&L, returns, and net worth — the first thing you see when you land on the dashboard.
📈 Portfolio Growth
Track your portfolio's growth over time, in absolute or percentage terms, or as P&L: the Total P&L line, synthetic candles, and monthly income bars.
📊 Asset Allocation
Breakdown by type, sector, and geography — current snapshot or historical evolution.
📋 Positions
Switch between Portfolio and Period, then compare data in table or map views — aggregated across your whole portfolio.
💸 Transactions Tab
Recent transactions right on the dashboard, no need to navigate away.
🔬 FIFO Lots Analysis
Drill into a single asset's FIFO lots — WAC vs. market price, custody timeline, unified table, and value/return comparison.
🌱 Empty State
A clean, encouraging empty state greets new users with no data yet.
🚩 Data-Quality Banner
When prices or FX rates are missing, the dashboard explains what is stale and links straight to each affected asset.
💱 Missing Exchange Rates
The data-quality banner listing missing exchange rates with its Sync rates button.
🙈 Privacy Mode
The dashboard with privacy mode on — the eye button in the header and every amount shown as •••.
📒 Transactions
📋 Transaction List
All your recorded financial operations in a filterable, sortable table view.
➕ Add / Edit Transaction
Record any operation — buy, sell, dividend, deposit, transfer, FX conversion — with asset lookup and automatic sign handling. The form adapts to the selected type.
🔗 Transaction Picker
Search and link an existing transaction to create paired operations (e.g. FX trades, transfers).
✂️ Split Confirm
When linking transactions with mismatched quantities, the system proposes a split — previewing the result before confirming.
🔀 Merge / Promote
Merge related operations (e.g. two partial fills of the same order) into a single consolidated transaction.
🗑️ Delete Linked Pair
Deleting a transaction that is part of a linked pair (FX trade, transfer) opens the bulk delete workspace: the pair is staged as one collapsed row pre-marked for deletion, and a split hint lets you remove just one leg instead of both.
📥 Import
Import transactions from your broker's export files — via the quick modal or the full step-by-step wizard.
🧬 Clone into the Bulk Workspace
Cloning a row stages a copy — original date preserved — ready to adjust and save.
📝 Todo Banners
The bulk editor banner listing fields to complete or verify, with the row it leads to highlighted.
⚙️ Settings
🎛️ User Preferences
Customize language, currency, and theme to your liking.
🔁 Guide Replay
The Onboarding category of Preferences with each guide's status and its Replay button.
🛡️ Global Settings (Admin)
Administrators can configure system-wide settings.
🕐 Market Data Scheduler — Config
Configure the automatic market data sync daemon: update frequency, history sync times, and active days.
📜 Market Data Scheduler — Log
View the history of scheduler executions, with duration, status, and per-asset details.
ℹ️ About
System information and version details.
🔐 Password Change
Securely change your password with strength validation.
👤 Profile
Manage your profile information, avatar, and account settings.
🧠 Server Caches (Memory)
Every named backend cache with size and TTL, sortable columns, and admin clear actions.
📜 Changelog Modal
The bundled changelog a click away from the version label — foldable releases, version index, and search.
🔎 Changelog Search
Searching descends into the folds and the result chips jump to the exact spot.
🧩 Plugin Diagnostics
Per-registry plugin load health: what failed to load and why.
🧰 Tool Diagnostics
The Tool diagnostics panel inside Plugin diagnostics, with the PAC allocator among the loaded tools and its version.
☕ Support LibreFolio
The donation popup with the Buy Me a Coffee link and the social share actions.
📣 Share LibreFolio
The share dialog with the platform's suggested message, the hashtags and Copy and go.
📁 Files
📂 Static Resources
Upload and manage images, logos, and other static files.
🗂️ Static Resources - Grid View
Browse files visually with image previews in grid layout.
📋 Broker Reports (BRIM)
Import and manage broker transaction reports.
🗂️ Report Sets
The broker reports tab with report-set badges and the Uploaded by filter.
👁️ File Preview
Preview any static file directly in the browser — CSV grid, PDF, image, markdown (rendered + raw), and plain text.
🖼️ Media & Upload
✂️ Image Editor
Crop, rotate, zoom and flip images before uploading. Supports presets for avatars and icons.
🎨 Asset Picker
Choose an existing file, enter a URL, or upload a new image for broker icons and user avatars.
📤 File Uploader
Drag-and-drop or browse to upload files. Images open the crop editor, other files can be renamed.
🏦 Brokers
📋 Broker List
All your brokerage accounts in one view.
🔍 Broker Detail
Detailed view of a single broker with cash balances and transactions.
✏️ Broker Edit
Edit broker details — name, icon, base currency, and configuration.
🤝 Broker Sharing
Manage co-ownership and access roles with a visual half-donut chart showing ownership distribution.
📊 Broker Positions
Switch between Portfolio and Period, then compare data in table or map views.
ℹ️ Broker Info
Broker metadata and inline sharing panel live together in the dedicated Info tab.
🔬 FIFO Lots Analysis
The same FIFO lot drill-down — WAC/price chart, custody timeline, unified table, value/return comparison — scoped to this broker's holdings.
🧬 Import Wizard — Unify Assets
The conditional step that groups the same security found under different codes or names.
🔧 Import Wizard — Corrections
Rows the parser flagged get corrected, split or confirmed here before the duplicate check.
🧹 Import Wizard — Duplicates
Cross-file duplicate clusters with per-row keep control and file priority.
🔍 N-Way Compare
Any number of candidate transactions side by side, with differing fields highlighted.
🧩 Report Set Card
A Danske Bank report set in Select Files — one table per kind of export, the timeline and the Read as menu.
⚠️ Missing Export
A report set announcing which export is missing and for which period.
📖 Read As
The Read as menu of a report set.
🗃️ File Menu
The ⋮ menu of a bank's export inside a report set: preview it, remove it from the set, or delete it.
🔗 Combined File Analysis
The analysis detail of a combined file — trades paired with their cash, rows found in one file only and their reasons.
⚖️ Import Wizard — Align with the Bank
The step comparing LibreFolio with the bank's balance — one card per point and the table of proposed gap_fix movements.
💼 Assets
📋 Asset List
All your tracked financial instruments — stocks, ETFs, bonds, crypto — in one view.
🔎 Asset List Filtered
Filter assets by name, type, or search text.
📈 Detail Chart
Full-size interactive price chart with date range selector and currency toggle. Switch between line and candlestick view.
🗓️ Rolling Return
The asset chart in Rolling Return mode with a 1Y window and one comparison asset.
📡 Signals Overlay
Technical indicators (EMA, RSI, MACD, Bollinger) overlaid on the price chart — each in a dedicated sub-panel.
📏 Measures Panel
Click-to-click measurement tool for price differences, percentage changes, and annualized returns.
🗂️ Classification & Metadata
Sector distribution pie chart and geographic allocation world map for assets with rich metadata.
✏️ Data Editor
Inline data editor for viewing and modifying individual price data points.
➕ Create Asset
Create a new asset with name, type, currency, identifiers, provider, and classification. When triggered from the Import Wizard, the form opens pre-filled with extracted ticker, ISIN, and name.
🧬 Asset Type Picker
The searchable two-level type menu open, with the ETF family expanded and composite icons.
🔍 Provider Data Comparison
The comparison between the asset and the provider's data after the ISIN choice.
🗺️ Sector & Geographic Distribution
The Edit Asset modal at Classification: Sector Distribution and Geographic Distribution, each a table whose rows carry a weight bar, a Weight % value and an Actions menu, with the Import CSV, Add sector / Add country and Ask Provider links above and the Total at 100.00% below.
🌳 Grouped Indicator Search
The signal picker groups the 22 indicators by family with counts, search and keyboard navigation.
📉 Drawdown with Full History
The drawdown signal computes against the full available history — the toggle is on the card.
🎨 Chart Settings with Live Preview
Indicator parameters preview live on a synthetic curve before anything is applied.
📅 Event Markers
Corporate events appear as colored markers on the chart; hovering reveals the details.
📉 Risk Analysis
📉 How Much Can It Hurt?
The Risk tab of the Dashboard — what your portfolio really went through: the A bad day, A bad month and The worst fall cards, the time spent below the peak, and the distribution of daily returns.
🧩 Am I as Diversified as I Think?
Which holdings really carry your risk: the three cards, each holding's weight and risk contribution with its two-sided bar, and the matrix of which ones are the same bet.
⚖️ Am I Being Paid for This Risk?
The return of your portfolio and of each holding against its swings, compared with a benchmark: the table opened by the Portfolio and benchmark rows, and the risk/return chart with the dashed line.
🔮 What If…?
A real past period applied to the portfolio you hold today: the Historical replay with a crisis preset, the holding left out, the total, and what each holding contributed.
🎲 Simulation
The What if…? simulation step with its beta notice.
🔗 Correlation Matrix
The Correlation tab of the Assets page — the correlation matrix and the lists of the most alike and offsetting pairs.
➕ Lab Asset Picker
The + panel with type and currency filters and the assets that cannot be analysed listed apart.
📉 How Much Did Each of These Hurt?
The loss comparison table of the selected assets.
🎯 Paid for Its Risk?
The risk/return table with the benchmark row and the chart with the benchmark diamond and the dashed line.
🧭 Benchmark Picker
The Compared with picker listing apart the assets that cannot be measured over the period.
🚩 Partial Results Notice
The notice above the sections and a level banner explaining what could not be measured.
🕰️ Historical Replay
The replay table with the left-out assets as badges and the common-period button.
💱 FX Rates
📋 FX List
All configured currency pairs with mini-charts showing recent trends.
🔎 FX List Filtered
Currency pairs filtered by base currency.
➕ Add Pair — Direct Routes
Add a new currency pair with direct provider routes (e.g. USD/CHF via FED).
🔗 Add Pair — Chain
Add a pair using conversion chain through an intermediate currency (e.g. NOK/CHF via EUR).
🔧 Provider Config
Configure provider priority and conversion routes for a currency pair.
🔄 Sync All
Sync all configured pairs from their providers with progress tracking.
📈 Detail Chart
Full-size interactive chart for a currency pair with line/candlestick toggle.
📡 Signals Overlay
Technical indicator signals panel (EMA, MACD, RSI, Bollinger) overlaid on the chart.
📏 Measures Panel
Click-to-click measurement tool with delta, percentage, and annualized return.
✏️ Data Editor
Inline data editor for viewing and modifying individual rate values.
📄 CSV Import
Modal for importing rate data from CSV files with preview and validation.
⚙️ Chart Settings
Global and per-chart settings for aesthetics and signal overlay configuration.
🧰 Tools
🗂️ Tools Hub
The Tools catalogue with the PAC allocator card, its version pair and the Documentation and Reload buttons.
💶 PAC — Liquidity
The Liquidity step with cash from a broker, a new contribution and an external account.
🏦 PAC — Brokers
The broker editor with order mode, increment, fees and conversion mode.
💼 PAC — Assets
The Assets step with automatic and manual prices and their origin badges.
🔀 PAC — Routing
The Routing step with allow/exclude, minimum/required/maximum purchases and priorities.
🎯 PAC — Targets
The target weights adding up to 100%, with Balance all and Copy current distribution.
✅ PAC — Review
The review step with the summary of each step, a field still to complete and the Calculate plan button.
📊 PAC — Result
The outcome header with its badges, and the key figures with the Calculation box.
🧾 PAC — Operational Plan
The numbered cash and currency exchange steps, then the orders of a broker with their fees.
🔬 PAC — Proof and Solver
The proof behind the outcome and the solver details.