🚀 Getting Started
Welcome to LibreFolio! In a few steps you create your account, take a quick tour and import your first broker statement — and your dashboard fills up by itself.
📝 1. Register Your Account
Open your LibreFolio address (for example http://localhost:6040): the login page appears. Click
Register here to create an account.
Fill in your details:
- 👤 Username — unique: you log in with it.
- 📧 Email — a valid address; it works for logging in too.
- 🔑 Password and Confirm Password — the strength indicator tells you when the password is strong enough.
First User = Admin
The very first account to register becomes the administrator: it manages the instance-wide Global Settings and every admin feature.
🔐 2. Log In
After registering, you are back on the login page. Log in with your username (or email) and your password.
🎉 3. Welcome Setup & Quick Tour
The first time you log in, LibreFolio opens a Welcome page before the dashboard:
- 🌍 Check Language and Default Currency: they start from your administrator's defaults.
- 🖼️ Add a profile picture if you like — otherwise your initials are shown.
- ✅ Click Continue to save, or Skip setup permanently to keep the current settings.
- 🚪 Need to leave? Log out is at the top right.
A short welcome animation follows, then the Quick tour starts by itself — click Start tour to begin right away, or ✕ to skip it. The tour shows where things are: the menu button, then Dashboard, Transactions, Brokers, FX, Assets, Tools and Settings. It only points: it never opens a form or creates data.
👋 Already using LibreFolio? — accounts older than the guides
If your account existed before the guides were added, LibreFolio does not send you through them: the Welcome setup counts as Completed, the tour and every guide as Skipped. You can still replay any of them from Settings → Preferences → Onboarding and guides.
⚠️ Setup does not load — what to do
If your settings or your guide progress cannot be loaded, a We couldn't load onboarding page offers Retry and Log out. If your Welcome setup is already done, you may see the Dashboard instead, with a Retry banner on top.
🧭 Contextual guides
Later, short guides start the first time you reach a place where they help:
| Area | Contextual guides |
|---|---|
| Transactions | Page overview, Add Transaction form, bulk workspace, and Import Wizard |
| Brokers | Brokers page, Add Broker form, and broker details |
| FX | FX page, Add Pair form, and pair details |
| Assets | Assets page, Add Asset form, and asset details |
- They point at real controls and never click, upload, edit or save for you.
- A pulsing frame marks the area a step talks about; a small cursor marks a button you can try. Clicking it does its normal job and moves the guide on.
- The message panel fades a little after a moment, so you can see the page behind it; hover it to bring it back.
- Leave a page mid-guide and its guide picks up at the same step when you come back; closing a form restarts that form's guide.
You can replay any guide from Settings → Preferences → Onboarding and guides.
🏦 4. Import Your First Statement (Create Broker & Assets On-the-Fly)
Your dashboard is still empty — whether you land there directly or after the welcome screens above.
The fastest way to fill it is to import your transaction history. You don't need to set up brokers or assets first: the Import Wizard creates them as it goes.
📋 Steps
-
Open the Import Wizard: on the Transactions page, click Import (). A broker's detail page has the same button, with that broker already selected.
-
Upload Your Statement: drop your broker's report (
.csv,.xlsxor.xls) into the wizard and assign it to its broker — choose Create new if the broker does not exist yet. Every report you upload is kept (you find it in Files & Uploads): next time, skip this step and tick the report in the next one. -
Select Files & Parse: tick the reports to import. Each one gets its broker's parser — change it per file if needed, Generic CSV for an unknown layout. LibreFolio then reads every row and sums up what it found: transactions, securities, issues and likely duplicates. Some files then need an extra step or two (see the panel below).
-
Review & Import: match each security to your asset library, or create it on-the-fly with the details read from the statement. Likely duplicates arrive unticked, and rows dated before the broker's opening date are left out. More in Asset Mapping.
-
Save from the Bulk Editor: Import N transactions moves the ticked rows into the bulk editor — nothing is saved yet. Give them a last look, then click Save All.
🧩 Extra steps — only when your files need them
The wizard adds a step only when your files call for it; a clean single-file report skips them all:
- Unify assets — the same security appears under different names or codes.
- Corrections — some rows could not be fully read.
- Duplicates — the same movement is in two files you import together.
- Align with the bank — after Review, for a report set such as Danske Bank, when the bank's figures differ from LibreFolio's.
The first time you open the wizard, a guide walks you through the steps your files need; it never clicks or saves for you (see Guided First Import). For the full walkthrough see How to Import Transactions; for the supported brokers and file formats see Import from Broker.
📈 5. Back to the Dashboard
Go back to the Dashboard: your portfolio value, your allocation (by type, sector and geography) and your performance history are now filled in.
🔮 6. What's Next?
Now that your portfolio is populated, you can:
- 🤝 Share your broker — Give access to family members or advisors.
- 💱 Set up FX rates — Configure currency conversion for multi-currency portfolios.
- ⚙️ Customize your preferences — Adjust your language, default currency, and theme. Administrators also manage the system-wide Global Settings.
- 🧭 Replay the welcome setup or guided tours — Revisit the welcome screen, quick tour, or import guide any time from Settings → Preferences.
- 📱 Install LibreFolio as an app — Put it on your phone's home screen or in its own desktop window.