Ghostfolio
Open-source wealth management and portfolio tracking dashboard
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.
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