Overview:
Ghostfolio is an open source wealth management software built with web technology. It helps individuals track stocks, ETFs, and cryptocurrencies and make data-driven investment decisions. The application is designed for personal use in continuous operation, targeting people who trade on multiple platforms, pursue buy-and-hold strategies, or want portfolio composition insights. It offers a self-hosted option and is also available as a paid cloud service called Ghostfolio Premium.
Core Features:
Transaction Management: Create, update, and delete transactions for stocks, ETFs, or cryptocurrencies.
Portfolio Performance Metrics: View return on average investment (ROAI) for time periods including Today, WTD, MTD, YTD, 1Y, 5Y, and Max.
Multi Account Management: Manage multiple accounts within a single installation.
Static Risk Analysis: Identify potential risks in your portfolio through static analysis.
Data Import and Export: Import and export transaction data to and from the system.
Dark Mode and Zen Mode: Switch between dark and light themes and use a minimal Zen Mode interface.
Use Cases:
Individual investors managing stock, ETF, and cryptocurrency holdings across multiple platforms.
Buy-and-hold investors tracking long-term portfolio performance and composition.
Self-hosters running their own wealth management instance using Docker containers on Linux/amd64, Linux/arm/v7, or Linux/arm64.
Privacy-conscious users who prefer to control their financial data through self-hosting.
Why It Matters:
Ghostfolio provides a focused, open source alternative for personal wealth tracking, helping users move away from spreadsheets. The software supports self-hosting with official Docker images, includes a REST API for importing activities and retrieving portfolio data, and offers optional authentication via OpenID Connect (experimental). Its mobile-first Progressive Web App design makes it usable on the go without requiring native app installation.
