Best Self-hosted Alternatives to Morningstar Portfolio Manager

Firefly III is a free and open source personal finance manager that you can self-host to track expenses, income, budgets, categories and more. It emphasizes privacy and local control over financial data while offering robust budgeting and reporting features.

Key Features

• Double-entry bookkeeping for accurate financial tracking
• Budgets, categories and tags to organize spending
• Advanced data import from banks, CSVs and other sources
• Recurring transactions and a rule engine for automation
• Informative reports and charts to analyze spending
• REST JSON API for integrations with other apps and services
• Multi-currency support with exchange rate handling
• Export/import tooling to migrate data between systems

Use Cases

• Personal finance tracking for individuals or households
• Import and consolidate transactions from bank accounts and other sources
• Build automated workflows and dashboards via API integrations

Conclusion Firefly III is a self-hosted, open source solution that gives users privacy, control, and powerful budgeting/reporting capabilities, along with an API to connect with external tools.

Ghostfolio is open-source wealth management software designed for personal portfolio tracking and long-running operation. It helps you record transactions, monitor net worth, and analyze performance across cash, stocks, ETFs, and cryptocurrencies.

Key Features

• Transaction management (create, update, delete) with import and export
• Multi-account portfolio tracking across platforms and asset types
• Portfolio performance analytics with multiple time ranges (e.g., YTD, 1Y, Max)
• Charts and portfolio composition insights
• Static analysis to identify potential concentration and risk signals
• Progressive Web App (PWA) with mobile-first UI, plus Dark Mode and Zen Mode
• Optional authentication features, including experimental OpenID Connect (OIDC)

Use Cases

• Personal net-worth and portfolio dashboard as an alternative to spreadsheets
• Tracking investments held across multiple brokers/exchanges in one place
• Reviewing allocation, performance, and risk signals to support investment decisions

Limitations and Considerations

• OIDC support is marked as experimental and may require additional setup and testing

Ghostfolio combines a modern web UI with a structured backend to provide a private, data-driven view of your finances. It is well-suited for individuals who want ownership of their portfolio data while still getting analytics and reporting typically found in hosted trackers.

rotki is an open-source portfolio tracking, accounting, and analytics application focused on privacy and local-first data ownership. It helps you consolidate crypto holdings and activity across wallets, exchanges, and DeFi protocols to understand performance and generate accounting views.

Key Features

• Track balances and net worth across multiple blockchains, wallets, and exchanges
• Local storage with privacy-first approach to portfolio and transaction data
• Transaction decoding for clearer interpretation of on-chain activity and exchange events
• Profit/loss (PnL) and accounting reports with configurable settings
• Historical charts and portfolio analytics (net worth, asset breakdowns, performance over time)
• DeFi activity tracking including liquidity pools and staking-related events

Use Cases

• Monitor crypto net worth across multiple accounts and locations in one place
• Produce profit/loss and accounting summaries from trading and on-chain activity
• Analyze DeFi participation (staking, liquidity pools) and its historical impact on performance

rotki is a strong fit for users who want a transparent, self-sovereign alternative to cloud portfolio trackers. It combines portfolio visibility with accounting-focused reporting while keeping sensitive financial data under your control.

WYGIWYH (What You Get Is What You Have) is an opinionated, principles-first personal finance tracker focused on a straightforward, no-budget approach to managing money. It helps you track income, expenses, accounts, and investments across multiple currencies with a web-based interface and automation-friendly design.

Key Features

• Unified transaction tracking for income and expenses
• Multiple accounts support (bank accounts, wallets, investments)
• Multi-currency balances and transactions
• Custom currencies (e.g., crypto, reward points, other units)
• Transaction rules for automated adjustments (e.g., billing cycle quirks)
• Built-in dollar-cost averaging (DCA) tracker for recurring investments
• API support to enable integrations and automation workflows

Use Cases

• Track household finances across multiple accounts and currencies without budgeting envelopes
• Monitor recurring investments (stocks/crypto) using the built-in DCA tracker
• Integrate transaction syncing or workflows through the automation-ready API

Limitations and Considerations

• Some features may be disabled in demo mode (such as API, rules, exchange rates, and import/export)
• Designed around a specific “use what you earn this month” philosophy, which may not suit all budgeting styles

WYGIWYH is a solid fit for users who want a clean, web-based finance tracker with strong multi-currency support and investment tracking, while keeping day-to-day money management simple. Its rule system and API make it especially useful for those who prefer automating parts of their financial tracking.

Investbrain is an open-source web app for tracking investment portfolios across brokerages, monitoring performance, and analyzing holdings over time. It supports multiple market data providers and can optionally add an LLM-powered chat assistant grounded on your portfolio data.

Key Features

• Portfolio, holdings, and transaction tracking with performance monitoring
• Extensible market data provider interface with fallback across providers
• Historic charts and daily performance snapshots for trend analysis
• Smart search across portfolios and holdings
• Import/export for data portability and backups
• One-click backup and recovery workflow
• Collaboration features with configurable portfolio access
• Internationalization, accessibility, dark mode, and mobile-responsive UI
• Optional AI chat assistant via OpenAI-compatible APIs (including self-hosted endpoints)

Use Cases

• Consolidate portfolios from multiple brokerages into a single view
• Track portfolio performance over time with charts and daily change snapshots
• Explore holdings and strategies using search and AI-assisted Q&A

Limitations and Considerations

• AI chat requires configuring an OpenAI-compatible API endpoint and model, and outputs may be inaccurate
• Market data quality, coverage, and rate limits depend on the selected provider and API keys

Investbrain is a strong choice for privacy-conscious investors who want a self-managed portfolio tracker with flexible market data sources and optional AI-assisted analysis. Its provider interface and import/export tools make it practical for long-term tracking and data ownership.

FinPal (formerly DollarDollar) is an open-source, self-hosted personal finance platform for expense tracking, budgeting, bill-splitting and portfolio tracking. It provides account synchronization, multi-currency support and tools for collaborative group expenses while keeping data under user control.

Key Features

• Expense tracking with multi-account and multi-card support, recurring transactions, and date-based history
• Bill splitting for groups with multiple split methods (equal, custom amount, percentage) and settlement tracking
• Budgets with notifications, monthly summaries, category-based spending analysis, and trend visualizations
• Transaction importing (CSV, SimpleFin) and auto-categorization with customizable rules and multi-category support
• Portfolio and investment tracking with automatic price updates and portfolio performance views
• Authentication options: local login plus OpenID Connect (OIDC) integration for enterprise providers
• Deployable via Docker and Docker Compose; recommended workflows include database migrations and optional Unraid templates

Use Cases

• Personal budgeting and expense management with multi-currency accounts and recurring payment schedules
• Shared household or group expense tracking and automated bill-splitting with invitations and balance settlement
• Small team or project finance oversight including portfolio tracking and category-based spending reports

Limitations and Considerations

• The project is undergoing a rebrand and architectural evolution into the PalStack/FinPal ecosystem; some components (mobile app and expanded cloud options) are still in development
• Setup requires container tooling (Docker, Docker Compose) and occasional manual database migrations after updates
• Some sync integrations and advanced analytics features are listed as forthcoming and may be incomplete depending on release

FinPal is intended for users who want full control over their financial data with flexible group workflows and extensible deployment options. It combines traditional expense management with portfolio features and enterprise-friendly authentication choices.