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➕ Create & Edit Assets

Manual Create Modal Create Asset from Wizard

🚀 Asset Creation Flows

In LibreFolio, you can create new assets in two different ways:

flowchart LR
    A[Start: Click '+ New Asset'] --> B[Type Name, ISIN, or Ticker in Smart Search]
    B --> C{Match Found?}
    C -->|Yes| D[Auto-fill details from external providers]
    C -->|No| E[Manually enter name, category, & currency]
    D --> F[Adjust config / Assign pricing provider]
    E --> F
    F --> G[Click Save]
    G --> H[Asset added to library]
flowchart LR
    A[Start: Upload CSV report in Import Wizard] --> B[Parse report rows]
    B --> C{Asset ID recognized?}
    C -->|Yes| D[Auto-match with existing asset]
    C -->|No| E[Flag warning ⚠️ and show 'Create' button]
    E --> F[Click 'Create' to open pre-filled modal]
    F --> G[Save asset to resolve mapping]
    G --> D
    D --> H[Commit all transactions]

🧪 Testing Provider Configuration

After configuring a provider, click Test Configuration to verify that pricing data can be fetched. The test checks:

  • Current Price: fetches the latest price
  • History: fetches historical price data (if supported)

Results are displayed inline with execution times. A ⚠️ warning means the operation is not supported by this provider (e.g., CSS Scraper doesn't support history).

🔌 Provider Assignment

Each asset can have one pricing provider assigned. See Providers for details on available providers and their configuration.

🛠️ Editing an Asset

Click the Edit (✏️) button on the detail page to open the asset modal with all fields pre-populated. All fields are editable, including provider configuration and distributions.