🖥️ 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.
📊 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.
📊 Asset Allocation
Breakdown by type, sector, and geography — current snapshot or historical evolution.
📋 Positions
Switch between Holdings and Performance, 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.
📒 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
When deleting a transaction that is part of a linked pair (FX trade, transfer), you can choose to remove just one leg or both.
📥 Import
Import transactions from your broker's export files — via the quick modal or the full step-by-step wizard.
⚙️ Settings
🎛️ User Preferences
Customize language, currency, and theme to your liking.
🛡️ 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.
📁 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.
👁️ 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 Holdings and Performance, 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.
💼 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.
📡 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.
💱 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.