LibreFolio – self-hosted financial portfolio tracker

LibreFolio is a self-hosted financial portfolio tracker designed to give investors a consolidated view of their holdings and financial position. It brings together investments, cash accounts and loans, making it possible to assess overall portfolio performance without relying on a provider-operated financial dashboard.

The software supports several asset classes, including shares, exchange-traded funds, bonds and cryptocurrencies. It is particularly useful for investors with accounts at different brokers, as transactions can be imported and combined into one portfolio.

LibreFolio places considerable emphasis on transparency in its financial calculations. Rather than treating performance figures as unexplained results, it uses documented calculation methods for investment returns and acquisition costs.

This is free and open source software.

Key Features

• Consolidated dashboard for viewing investments, cash balances and loan accounts across multiple brokers.
• Supports shares, ETFs, bonds, cryptocurrencies and other financial assets, with valuation information brought together in one portfolio.
• Broker statement imports allow transaction histories to be loaded from supported CSV and spreadsheet formats.
• Automated price retrieval uses configurable market data providers to update asset valuations.
• Multi-currency portfolio management includes foreign exchange rate retrieval and conversion between currencies.
• Cost basis calculations support first-in, first-out (FIFO) and weighted average cost (WAC) accounting methods.
• Investment return calculations include time-weighted rate of return (TWRR) and money-weighted rate of return (MWRR).
• Financial charts and technical analysis tools help examine the behaviour of individual assets and portfolios.
• Extensible provider system supports additional broker importers, asset pricing services and foreign exchange data sources.
• Transaction records and portfolio analysis help investors understand how trading activity affects their holdings and returns.
• Financial information is stored on the user’s own server, without mandatory reliance on a third-party account hosting service.
• Includes administration and configuration facilities, together with a documented API for integrations.

Website: github.com/Librefolio/LibreFolio
Support:
Developer: LibreFolio contributors
License: GNU Affero General Public License v3.0

LibreFolio is written in Python and TypeScript. Learn Python with our recommended free books and free tutorials. Learn TypeScript with our recommended free books and free tutorials.

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