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Ghostfolio
Stocks, ETFs, crypto, bonds, precious metals, and cash across every account and currency, in one privacy-first dashboard: Ghostfolio is open-source wealth management software. The deliberate design decision is no brokerage linking: positions enter by manual entry, CSV import, or the REST API, so your holdings never pass through a data aggregator. Performance is measured as return on average investment across Today, WTD, MTD, YTD, 1Y, 5Y, and Max timeframes, with benchmark comparison against indices like the S&P 500, dividend tracking, and allocation breakdowns by asset class, region, and sector. A static X-ray analysis flags concentration and other portfolio risks, and a FIRE calculator projects progress toward financial independence. Multi-currency support converts holdings using historical exchange rates, market data comes from Yahoo Finance and CoinGecko among other pluggable providers, and everything exports back out as CSV or JSON. Built with Angular and NestJS on PostgreSQL and Redis, shipped as Docker images for amd64 and ARM, with a mobile-first PWA interface, dark mode, and a distraction-free Zen mode. AGPL-licensed.
Benefits
- Your Holdings Never Leave Your Server
- Portfolio composition is among the most sensitive personal data. No brokerage linking and no aggregator means no third party ever sees what you own.
- Every Account in One Number
- Brokerages, crypto exchanges, and savings accounts consolidate into a single net-worth view with multi-currency conversion applied historically.
- Decisions from Data, Not Spreadsheets
- ROAI across seven timeframes, benchmark comparison, dividend income, and allocation charts replace the hand-maintained spreadsheet most investors fall back on.
- Risk You Can Actually See
- The X-ray analysis flags concentration in single positions, sectors, or regions before it becomes a painful lesson.
Features
- Broad Asset Coverage
- Stocks, ETFs, mutual funds, crypto, bonds, precious metals, and cash, identified by ticker with pricing from Yahoo Finance and CoinGecko.
- Multi-Account, Multi-Currency
- Unlimited accounts with automatic currency conversion using daily historical exchange rates.
- Performance and Benchmarks
- Return on average investment for Today through Max, charted against S&P 500 or custom benchmarks, with dividend tracking.
- Portfolio X-Ray
- Static risk analysis identifying concentration and diversification issues across the portfolio.
- FIRE Calculator
- Project progress toward financial independence from your actual portfolio data.
- Import, Export, and API
- CSV and JSON import/export plus a bearer-token REST API for activities and read-only public performance sharing.