Ghostfolio — Open Source Wealth Management & Portfolio Tracker

What Ghostfolio Does

Ghostfolio provides comprehensive investment tracking:

• Portfolio Dashboard: Real-time overview of all holdings with current values and gains/losses
• Multi-Asset Support: Stocks, ETFs, bonds, mutual funds, cryptocurrencies, commodities, and real estate
• Performance Analytics: Time-weighted return (TWR), money-weighted return (MWR), and historical performance charts
• Dividend Tracking: Track dividend income across all holdings with calendar view
• Market Data: Automatic price feeds from Yahoo Finance, Google Finance, and other providers
• Multi-Currency: Support for portfolios across multiple currencies with automatic conversion
• Allocation Analysis: Asset allocation by type, sector, region, and account

Architecture

┌──────────────┐     ┌──────────────┐     ┌──────────────┐
│  Angular     │────▶│  NestJS      │────▶│  PostgreSQL  │
│  Frontend    │     │  API Server  │     │  (Prisma ORM)│
└──────────────┘     └──────┬───────┘     └──────────────┘
                            │
                     ┌──────┴───────┐
                     │  Redis       │
                     │  (Cache)     │
                     └──────────────┘

Self-Hosting

Docker Compose

services:
  ghostfolio:
    image: ghostfolio/ghostfolio:latest
    ports:
      - "4200:3333"
    environment:
      DATABASE_URL: postgresql://ghostfolio:ghostfolio@postgres:5432/ghostfolio
      REDIS_HOST: redis
      REDIS_PORT: 6379
      ACCESS_TOKEN_SALT: your-random-salt
      JWT_SECRET_KEY: your-jwt-secret
    depends_on:
      - postgres
      - redis

  postgres:
    image: postgres:16-alpine
    environment:
      POSTGRES_USER: ghostfolio
      POSTGRES_PASSWORD: ghostfolio
      POSTGRES_DB: ghostfolio
    volumes:
      - pg-data:/var/lib/postgresql/data

  redis:
    image: redis:7-alpine
    volumes:
      - redis-data:/data

volumes:
  pg-data:
  redis-data:

Key Features

Activity Import

Import transactions from CSV files or connect to brokerages:

Date,Symbol,Type,Quantity,Price,Currency,Fee
2024-01-15,AAPL,BUY,10,185.50,USD,1.00
2024-01-20,VWCE.DE,BUY,5,108.20,EUR,0.00
2024-02-01,BTC,BUY,0.05,42500,USD,5.00

Portfolio Allocation View

Ghostfolio breaks down your portfolio by:

• Asset Class: Equity, Fixed Income, Real Estate, Commodities, Cash
• Region: Americas, Europe, Asia Pacific, Emerging Markets
• Sector: Technology, Healthcare, Finance, Energy, etc.
• Account: Brokerage accounts, retirement accounts, crypto wallets
• Currency: Holdings grouped by base currency

Fire Calculator

Built-in Financial Independence / Retire Early (FIRE) calculator:

• Project when you can retire based on savings rate and expected returns
• Adjust for inflation and spending patterns
• Compare different withdrawal strategies (4% rule, variable)

API Access

# Get portfolio summary
curl http://localhost:4200/api/v1/portfolio/summary 
  -H "Authorization: Bearer YOUR_TOKEN"

# Get holdings
curl http://localhost:4200/api/v1/portfolio/holdings 
  -H "Authorization: Bearer YOUR_TOKEN"

Ghostfolio vs Alternatives

FAQ

Q: How does Ghostfolio get market data? A: By default it uses the Yahoo Finance API for real-time and historical prices. Google Finance and CoinGecko (crypto) are also supported. The self-hosted version requires no paid API key.

Q: Does it support China A-shares? A: Yes. Through Yahoo Finance you can pull Shanghai (.SS) and Shenzhen (.SZ) stock data. For example, Kweichow Moutai can be added as 600519.SS.

Q: Is my data secure? A: In the self-hosted version, all data is stored in your own PostgreSQL database and never sent to third parties. Only market data queries hit external APIs.