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🏦 Brokers

A Broker in LibreFolio represents a brokerage account — the place where your investments live (e.g., Interactive Brokers, Degiro, a bank account).

All transactions, reports, and import data are tied to a broker. You need at least one broker to start tracking your portfolio.

Broker List

➕ Creating a Broker

  1. Navigate to the Brokers page from the sidebar
  2. Click "New Broker"

  3. Fill in the details: name, base currency, and optionally an icon

    Broker Edit Form

  4. The broker appears in your list, ready to receive transactions and reports

    Broker Edit Form

🗂️ Broker Detail Layout

Once you select a broker from the list, the interface is split into four primary tabs:

  1. Overview: Display of net worth, return metrics, growth history, and allocation charts scoped exclusively to this broker account (see Dashboard Overview).
  2. Positions: List of open positions, asset weights, and performance metrics within this broker, with access to the inline FIFO Lots Analysis panel (see Dashboard Positions).
  3. Transactions: The ledger of all financial activities, including manual entries, statement imports, and histories (see Importing Transactions).
  4. Info: Broker metadata, cash overdraft/shorting configurations, AI Export, and inline sharing controls (see Configuration & Info).

📈 Overview Tab

The Overview tab acts as a local dashboard for the selected broker. It contains the same elements as the main Dashboard Overview but scoped exclusively to this broker account:

  • Local KPI Cards: Net Worth, Period P&L, and Returns specific to this broker. (See Dashboard KPI Cards for calculation details).
  • Cash Balances Panel: Liquid cash held in this broker account, broken down by currency.
  • Growth Chart: Historical growth of this account value (see Portfolio Growth Chart).
  • Allocation Panel: Portfolio composition (by Type, Sector, and Geography) for holdings held at this specific broker (see Allocation Panel).

🔍 Positions Tab

The Positions tab lists all active assets currently held under this broker. It is identical in functionality to the main Dashboard Positions view, but scoped only to this broker:

Broker Holdings Table View Broker Holdings Map View Broker Performance Table View Broker Performance Map View
  • Toggles & Layouts: You can toggle between Holdings (quantities, values, weights) and Performance (unrealized P&L, ROI %) metrics, and choose between a Table or Map (treemap) layout.
  • FIFO Analysis: Click on any asset row or card to expand the FIFO Lots Analysis panel inline below the list. (See FIFO Lots Analysis for detailed matching rules).

📑 In This Section

  • 📥 Importing Transactions (BRIM) — How to manually record transactions, run the BRIM CSV/Excel import wizard, and view import logs.
  • ⚙️ Configuration & Info — Metadata settings (overdrafts, shorting), scoped AI Export prompt generator, and the inline broker sharing panel.
  • 🤝 Broker Sharing — Detailed guide on role permissions (Owner, Editor, Viewer) and asset percentage settings.