Introduction
I started building LibreFolio in November 2025 out of personal frustration. As my investments grew across multiple brokers, I realized no app or service let me track my entire portfolio without either uploading sensitive financial data to a third-party cloud or spending long sessions on tedious manual data entry.
The Problem
I was faced with trade-offs I refused to accept:
- Commercial SaaS tools are expensive, store private transaction statements on third-party clouds, and rely on "black-box" calculations you cannot audit.
- The open-source projects I evaluated were hard to customize, fragile, and oversimplified financial realities. Adapting them to fit my actual needs would have required tearing down and rewriting almost everything from scratch—with the added friction of trying to convince the original maintainers to accept such massive refactors.
- Furthermore, I found a widespread lack of documentation, storytelling, and clear explanations of how the underlying code actually worked.
The Solution
To solve all of these challenges, I built LibreFolio from the ground up as a modular, cleanly structured platform:
- Visual CSV Imports: Instead of painful manual entry, LibreFolio features a visual import wizard that processes statement files seamlessly.
- Plugin-Centric Design: Every core component (broker parsers, price providers, FX feeds) is designed as a standalone plugin so the system can grow effortlessly.
- Comprehensive Documentation: I made thorough documentation a first-class priority, explaining every architectural decision, workflow, and extension point in detail.
- Self-Hosted Control: Runs as a simple container setup, allowing users to host their dashboard on their own hardware.
Key Features
- Multi-Broker CSV Imports (BRIM): Visual import wizard with native parsers for 11+ popular brokers (including IBKR, Degiro, Directa, Revolut, and Trading212).
- Extensible Asset & FX Providers: Market prices and exchange rates can be fetched from any custom source simply by writing a small Python class—fully documented for both manual coding and LLM-assisted generation.
- Clean, Modular Architecture: Modern web stack (FastAPI + Svelte 5) backed by SQLite, distributed as a single container under the AGPL-3.0 copyleft license.
Frequently Asked Questions
What problem does LibreFolio solve?
It aggregates investments across multiple brokers and currencies without relying on manual data entry, opaque cloud services, or hard-to-extend codebases.
Who should use LibreFolio?
Investors managing portfolios across multiple platforms or currencies who appreciate clean code, extensible architecture, and detailed documentation.
When is LibreFolio the right choice?
When you want a flexible, self-hosted portfolio tracker that you can easily customize, audit, and extend for your specific broker setup.
How is LibreFolio different from alternatives?
It combines a plugin-based CSV import engine, an easily extendable Python provider framework, and comprehensive step-by-step documentation.
Conclusion
LibreFolio is just at the beginning of its open-source journey. If you appreciate clean architecture, well-documented code, and modular portfolio tracking, check out the repository, run it locally, and share your feedback!