Best Self-hosted Alternatives to Zerion

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.