Ghostfolio
Wealth management software to track stocks, ETFs and cryptocurrencies.
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Use it free
Open the official tool or demo — no account needed.
Self-host it
Run the open-source version on your own infrastructure.
What is Ghostfolio?
Ghostfolio is an open-source wealth management platform designed to help individuals and small teams track, analyze, and optimize their investment portfolios. Built with Angular, NestJS, Prisma, and TypeScript, it provides a web-based interface for managing financial data, generating performance reports, and visualizing market trends. The tool caters to investors seeking transparency in their financial strategies, offering features like real-time portfolio valuation, tax-loss harvesting, and customizable dashboards. It addresses the challenge of fragmented financial data by consolidating information from multiple accounts into a unified system, enabling users to make informed decisions without relying on proprietary software. The project’s AGPL-3.0 license allows users to self-host or modify the code, making it appealing to developers and financially literate individuals who prioritize control over their data. Its active community, reflected in over 9,100 GitHub stars, underscores its relevance in the open-source finance niche. By combining technical flexibility with financial analysis tools, Ghostfolio bridges the gap between complex investment platforms and simple budgeting apps, serving as a middle-ground solution for intermediate users.
How it works
Ghostfolio is a web-based application for managing personal or small-team investment portfolios. It integrates financial data from various sources to provide a centralized view of assets, liabilities, and performance metrics. The tool emphasizes transparency and customization, allowing users to track expenses, calculate returns, and simulate investment scenarios without relying on third-party services. Ghostfolio supports portfolio tracking with features like asset allocation analysis, tax-loss harvesting, and performance benchmarking against indices. Users can import data from brokerage accounts or manually input transactions.
How to use it
- 1Clone the repository from GitHub and install dependencies using npm. 2. Configure the backend with Prisma to connect to a PostgreSQL database. 3. Build the frontend with Angular CLI and run the development server. 4. Access the local instance via a browser to set up accounts and import financial data. Practical tips: Use Docker for simplified deployment, and refer to the Nx workspace for modular development. Ensure all financial data is anonymized when sharing repositories.
What it can do
- Utility
Use cases
Assumptions and limitations
Assumptions
- source: https://github.com/ghostfolio
- license: AGPL-3.0 — free to use
- privacy: Opens an external demo
Limitations
- Requires technical expertise for setup and customization
- Limited real-time market data integration compared to paid platforms
- Community-driven support may lack enterprise-level documentation
- Data synchronization issues with non-standard brokerage APIs
- Performance bottlenecks with extremely large datasets
Understanding the result
Wealth management software to track stocks, ETFs and cryptocurrencies.
Tool details
- Clearly flagged when a network request is needed.
- No account, no sign-up, and no tracking of your content.
- Powered by ghostfolio (MIT).
- Built with
- ghostfolio (https://github.com/ghostfolio)
- License
- MIT
- Runs locally
- No — requires a network request
- Verification
- Not yet verified
- Input
- Text
- Output
- Output
Built with https://github.com/ghostfolio. OpenToolVault provides the discovery and browser interface while crediting the original project maintainers.
- Built with
- ghostfolio
- License
- MIT
Open-source project
OpenToolVault is an independent directory. We are not affiliated with or endorsed by this project.
References
- /ghostfolio — GitHub Repository
Upstream project · GitHub
- AGPL-3.0 License
Upstream project
Frequently asked
What financial data sources does Ghostfolio support?
Ghostfolio allows manual data entry for transactions and holdings. It integrates with select brokerage APIs via its backend modules, though full support depends on third-party API availability. Users must configure these connections through the Prisma database setup.
How does the tax-loss harvesting feature work?
The tool identifies taxable gains and losses across positions, suggesting trades to offset capital gains. This functionality relies on the user's brokerage API to execute trades, as Ghostfolio itself does not interact directly with market data feeds.
How do I set up a local development environment?
First, clone the repository and install Node.js. Run 'npm install' to fetch dependencies, then configure the Prisma database connection in .env. Use 'nx run webapp' to start the Angular frontend and 'npm run start' for the NestJS backend. Ensure PostgreSQL is running locally.
How does Ghostfolio compare to YNAB or Mint?
Unlike YNAB's zero-based budgeting approach, Ghostfolio focuses on investment tracking and analysis. It differs from Mint by offering advanced portfolio metrics and customization options, but lacks Mint's automatic expense categorization. Both YNAB and Mint are proprietary, while Ghostfolio requires technical setup.
What should I do if the app crashes during data import?
Check the browser console for errors related to API rate limits or malformed data. Verify the Prisma schema matches your database structure. If the issue persists, consult the GitHub issues page for similar reports, or rebuild the Angular app with 'nx build webapp'.