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📖 User Manual

Welcome to the LibreFolio User Manual. This section provides guides on how to use the application features.

LibreFolio Dashboard

A header that makes room

The page header slides away while you scroll down and comes back as soon as you scroll up, on desktop and on mobile. It stays in place while the keyboard focus is inside it, while one of its menus, the mobile navigation menu, or a dialog is open, and while a guide is running.

🏁 Getting Started

  • 🚀 Getting Started: Register, log in, and create your first broker — a step-by-step onboarding guide.
  • 🐳 Installation: How to deploy LibreFolio using Docker.

⭐ Core Features

  • 🏦 Brokers: Create and manage brokerage accounts, upload reports, and share access with other users.
  • 📂 Files & Uploads: Manage static resources and broker reports. Upload files, edit images.
  • 💱 FX Rates: Track currency exchange rates, configure data providers, set up auto-sync, and import CSV data.
  • 🧰 Tools: Standalone calculations that never change your portfolio. The first one, the PAC allocator, plans the purchases that bring a new investment as close as possible to its target allocation, without placing any order.

🧩 Misc

  • ✂️ Image Crop Tool: How to use the interactive image crop, zoom, rotate, and resize tool.