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🔍 Asset Detail Page

Click an asset on the Assets page to open its own page: its price history, the tools to analyse it, and the data behind it.

Asset Detail Page

The page has two tabs: Overview, described below, and Risk & Scenarios.

Beta

The Risk & Scenarios tab is still in beta: it opens with the notice Risk Analysis is in beta. and is not covered by this documentation yet.

🧭 What the Overview shows

From top to bottom:

📊 Signals

Draw any of the 22 technical indicators, another asset or currency pair, or a reference curve over the chart.

📈 Interactive Chart

The price history, or the Rolling Return over a window you choose (1W, 1M, 3M, 1Y or a custom length). Zoom, pan, and convert it to another currency.

✏️ Data Editor

Add, fix or delete prices and events, one by one or from a CSV file.

📐 Measures

Click two points of the chart to read the change between them.

🗂️ Classification

The sector and country breakdown, in the Metadata & Classification panel.

📅 Events

Dividends, splits, interest and other asset events, drawn as markers on the chart.

🔧 Header and toolbar

  • ← goes back to the list, or to the page you came from, in one step, even after browsing with the arrows.
  • The asset — a dot (green active, red archived), its name, type and currency, a Transactions (N) link when it has any, its provider (or ✏️ Manual), and a link to its web page: the one you set on the asset, or else the provider's.
  • ‹ n/N › — the previous or next asset, keeping the same dates (see the panel below).
  • Date range and Convert to — the period and the currency of the chart.
  • AI Export — copies the asset's data for an AI assistant (Asset AI Export).
  • Edit (✏️) — opens the asset form (Create & Edit).
  • Sync (🔄) — downloads the latest prices, with those of the compared assets and the exchange rates the chart needs; it reads Recalculate for a Scheduled Investment. Not available for an asset without a provider or an archived one.
  • Reload (↻) — reloads the page's data from what LibreFolio has stored.
🧭 Which order the ‹ › arrows follow
  • Opened from the Assets page: the list as you left it — its search, filters, grid or table view and, in the table, its sort and column filters.
  • Opened any other way (a link or bookmark, a reload, the Dashboard, Transactions…), or for an asset that list does not show: every asset in the Assets page's default order, archived ones only when the asset you opened is archived.
  • The counter (for example 3/12) shows where you are. The arrows stop at both ends and disappear when there is only one asset to browse.