Ghostfolio

At a Glance:

Ghostfolio is an open-source wealth management application for tracking stocks, ETFs, and cryptocurrencies, featuring transaction management, multi-account support, and portfolio performance metrics, with a self-hosting option via Docker.

Overview:

Ghostfolio is an open-source wealth management tool built with web technology for personal use. It provides a centralized platform to monitor investments across stocks, ETFs, and cryptocurrencies from multiple trading platforms. The software was created for individuals who want a data-driven overview of their portfolio without using spreadsheets. It can be run continuously, offers self-hosting through official Docker images, and provides a Progressive Web App (PWA) with a mobile-first design, allowing users to manage their financial data on their own infrastructure.

Key Decision Points:

• Self-hosted through Docker: Official container images are provided on Docker Hub, with support for linux/amd64, linux/arm/v7, and linux/arm64 architectures.

• Primarily a personal finance tool: The README describes the software as designed for personal use in continuous operation, tracking stocks, ETFs, and cryptocurrencies.

• Database and caching requirements: Deployment requires a PostgreSQL database and a Redis instance, as specified in the environment variables.

• Admin user setup: The first user created during setup is automatically assigned the ADMIN role.

• Data import via API: An experimental API endpoint is available for importing activities programmatically.

Core Features:

• Transaction management: Create, update, and delete transactions to track buy, sell, dividend, fee, and interest activities.

• Multi-account management: Organize assets and transactions across multiple accounts.

• Portfolio performance metrics: Calculates performance using Return on Average Investment (ROAI) across timeframes like Today, WTD, MTD, YTD, 1Y, 5Y, and Max.

• Static portfolio analysis: Identifies potential risks within the portfolio composition.

• Data import and export: Supports importing and exporting transaction data.

• Progressive Web App (PWA): Features a mobile-first design and is installable as a PWA.

Use Cases:

• Individual investors who trade across multiple platforms and want a consolidated view of their stock, ETF, and cryptocurrency holdings.

• Self-hosters who prefer to run wealth management software on their own infrastructure using Docker and control their own financial data.

• Investors following a buy & hold strategy who need to monitor long-term portfolio performance without a spreadsheet.

Open-Source Alternative Value:

As an open-source wealth management application, Ghostfolio offers a self-hosted option through official Docker images, meaning users can run the software on their own infrastructure rather than relying on a third-party cloud service. The application's public API allows for programmatic data import, and the source code is available for review. The project also lists integrations with home server systems like Home Assistant, Umbrel, and Unraid through community-supported packages, giving self-hosters deployment flexibility.