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LibreFolio v1.0.0 — First Stable Open-Source Release

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@Alfystar Alfystar released this 20 Jul 14:43
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v1.0.0
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LibreFolio v1.0.0 — First Stable Open-Source Release 🚀

Welcome to the first official, stable release of LibreFolio!

LibreFolio is a self-hosted, privacy-first financial portfolio tracker designed to give you complete control over your investment data. It aggregates stocks, ETFs, crypto, bonds, and loans across multiple brokers with transparent calculations, automated pricing, and multi-currency exchange rates.

🌟 Release Highlights

  • 100% Self-Hosted & Auditable: Your financial data belongs to you. No cloud storage, no telemetry, no tracking.
  • Open-Source Math: Standard portfolio calculations like Cost Basis (FIFO/WAC) and ROI (TWRR/MWRR) are computed at runtime with verifiable formulas.
  • 11+ Broker Parsers (BRIM): Native statement importing from Degiro, Interactive Brokers, eToro, Revolut, Trading212, Directa SIM, and more.
  • Exchange Rate Triangulation: Multi-currency support with automated feeds from ECB, FED, BOE, and SNB, featuring custom overrides.
  • Clean & Interactive Dashboard: Responsive ECharts charts (Light/Dark mode) featuring sector allocation, geographic exposure, performance growth, and technical indicators (EMA, MACD, RSI, Bollinger Bands).

🛠️ Installation (Quick Start)

Run LibreFolio in less than 5 minutes using Docker.

  1. Create a project directory:

    mkdir librefolio && cd librefolio

  2. Download configurations:

    curl -L https://raw.githubusercontent.com/Librefolio/LibreFolio/main/docker-compose.prod.yml -o docker-compose.yml
curl -L https://raw.githubusercontent.com/Librefolio/LibreFolio/main/.env.example -o .env

  3. Start the application:

    docker compose up -d

    Access the app at: http://localhost:6040

More info here: https://librefolio.github.io/LibreFolio/user/installation/

📋 Full Changelog (What's New)

📊 Core & Dashboard Engine

  • 3-Pool Cash Model Engine: Event-driven cash balances tracking (Known/Resolved/Working pools).
  • Advanced ROI Solvers: High-performance implementations for TWRR and MWRR (XIRR) with boundary capping.
  • Cost Basis calculations: Real-time FIFO and WAC computed on-the-fly.
  • ECharts Widgets: Portfolio exposure treemap, growth chart, geography map, and allocation pie chart.
  • Responsive Layout: Collapsible sidebar, touch-friendly navigation, and native dark/light theme toggling.

📥 Broker Imports (BRIM)

  • Import Wizard v5: Stepper-based flow guiding through upload, configuration, analysis, duplicate checks, and final commit.
  • 11 Parsers: Interactive Brokers (IBKR), Degiro, eToro, Directa SIM, Charles Schwab, Revolut, Coinbase, Freetrade, Finpension, Trading212, and a Generic CSV column mapper.
  • Duplicate Prevention: 4-level duplicate confidence scoring (Likely/Possible warnings) to avoid double entry.

💱 Forex & Currency Routing

  • Triangulation Graph: Multi-currency conversions via custom path routing.
  • Official Feeds: Automatic rate updates from ECB, FED, BOE, and SNB.
  • Manual sentinel: Data grid editor to manually input specific exchange rates.

📈 Asset Providers & Scheduler

  • Sync Daemons: Background tasks updating price quotes from Yahoo Finance, justETF, Borsa Italiana, and custom CSS scrapers.
  • Scheduled Investments: Periodical purchasing plans simulation and logging.

🔒 Security, Admin & Localisation

  • Role-Based Permissions: Multi-user access levels (Owner, Editor, Viewer) on broker accounts.
  • PWA Support: Installable Progressive Web App with offline-first caching structure.
  • Multi-language: UI translation ready for English, Italian, French, and Spanish.

🔗 Useful Links

If LibreFolio helps you manage your assets, please consider starring the repository! ⭐

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