📱 Mobile Gallery
Experience LibreFolio's responsive mobile 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.
Mobile Optimized
LibreFolio is fully responsive and works great on smartphones and tablets. The interface automatically adapts to smaller screens with a collapsible navigation menu.
🔐 Authentication
🔑 Login Page
Clean and accessible login on mobile devices.
📝 Registration - Empty Form
New users can create an account from their phone: username, email, password and confirmation.
🔒 Registration - With Password Strength
Real-time password strength feedback and the requirements checklist, sized for the phone screen, help 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.
☰ Navigation Menu
Full navigation accessible via the hamburger menu.
🚩 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. 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 into a single consolidated transaction.
🗑️ Delete Linked Pair
Deleting a transaction that is part of a linked pair 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 — quick modal or full 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
All settings accessible on mobile with the same functionality.
🔁 Guide Replay
The Onboarding category of Preferences with each guide's status and its Replay button.
🛡️ Global Settings (Admin)
System-wide configuration on mobile.
🕐 Market Data Scheduler — Config
Configure the automatic market data sync daemon on mobile.
📜 Market Data Scheduler — Log
View the history of scheduler executions on mobile.
ℹ️ About
System information at your fingertips.
🔐 Password Change
Secure password changes on the go.
👤 Profile
Your profile, avatar, and account settings on mobile.
🧠 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
Manage your uploaded files on mobile.
🗂️ Static Resources - Grid View
Visual file browsing with image previews on mobile.
📋 Broker Reports (BRIM)
Import and manage broker 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, image, PDF, markdown, and plain text.
🖼️ Media & Upload
✂️ Image Editor
Crop, rotate, zoom and flip images on mobile. Supports presets for avatars and icons.
🎨 Asset Picker
Choose an existing file, enter a URL, or upload a new image.
📤 File Uploader
Drag-and-drop or browse to upload files. Images open the crop editor, other files can be renamed.
🏦 Brokers
📋 Broker List
Your brokerage accounts with touch-friendly cards.
🔍 Broker Detail
Detailed broker view optimized for mobile.
✏️ Broker Edit
Edit broker details — name, icon, base currency, and configuration.
🤝 Broker Sharing
Manage co-ownership and access roles with the sharing modal, optimized for mobile.
📊 Broker Positions
The Portfolio / Period switch changes the view; the Table / Map icons draw it as a table or a chart.
ℹ️ Broker Info
Metadata and inline sharing controls stay accessible in the Info tab, optimized for touch.
🔬 FIFO Lots Analysis
The same FIFO lot drill-down — WAC/price chart, custody timeline, unified table, value/return comparison — stays readable on smaller screens.
🧬 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, optimized for mobile.
🔎 Asset List Filtered
Filter assets by name, type, or search text on mobile.
📈 Detail Chart
Interactive price chart with date range 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) on the price chart — each in its own sub-panel.
📏 Measures Panel
Click-to-click measurement tool on mobile — view delta, %, and annualized return over any date range.
🗂️ Classification & Metadata
Sector pie chart and geographic world map for assets with rich metadata.
✏️ Data Editor
Inline price data editor on mobile.
➕ Create Asset
Create a new asset on mobile — or launch from the Import Wizard with pre-filled data.
🧬 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: which TICKER is the main one, and the Type row with its icon badges.
🗺️ Sector & Geographic Distribution
The Edit Asset modal at Classification on a phone: Sector Distribution and Geographic Distribution with their weight bars and the Total at 100.00%, the Import CSV, Add and Ask Provider links reduced to icons.
🌳 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, one under the other, above the start of the time spent below the peak.
🧩 Am I as Diversified as I Think?
Which holdings really carry your risk: the sentence under the title, the three cards, and the first holdings with their weight, risk contribution and two-sided bar.
⚖️ 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, above the start of the risk/return chart.
🔮 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 the first rows of the table.
🎲 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, optimized for mobile.
🔎 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.
🔄 Sync All
Sync all configured pairs from their providers.
📈 Detail Chart
Full-size interactive chart for a currency pair.
📡 Signals Overlay
Technical indicator signals panel overlaid on the chart.
📏 Measures Panel
Click-to-click measurement tool.
✏️ Data Editor
Inline data editor for rate values on mobile.
📄 CSV Import
Import rate data from CSV files.
⚙️ Chart Settings
Chart aesthetics and signal overlay settings.
🧰 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 the top of an external account.
🏦 PAC — Brokers
The broker editor with order mode, increment and fees.
💼 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, under the step counter.
✅ 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 first key figures.
🧾 PAC — Operational Plan
The numbered cash and currency exchange steps, down to the title of a broker's orders.
🔬 PAC — Proof and Solver
The proof behind the outcome: its badges and the first exact objective values.