Ghostfolio — Open Source Wealth Management & Portfolio Tracker

What it is

Ghostfolio is an open-source personal finance dashboard for tracking investment portfolios. Built with Angular, NestJS, and Prisma, it provides a clean interface to monitor stocks, ETFs, cryptocurrencies, and other assets with real-time market data feeds.

Ghostfolio is built for privacy-conscious investors who want full control over their financial data without sending it to third-party SaaS platforms. It runs as a self-hosted application via Docker Compose.

How it saves time or tokens

Ghostfolio aggregates portfolio data from multiple brokers and asset classes into a single dashboard, eliminating manual spreadsheet tracking. Automatic price feeds from Yahoo Finance and other providers keep valuations current without manual updates. The time-weighted return (TWR) and money-weighted return (MWR) calculations run automatically, replacing error-prone spreadsheet formulas.

How to use

1. Clone the Ghostfolio repository and run docker compose --env-file ./.env up -d to start the application.
2. Open http://localhost:4200 in your browser and create your account.
3. Add your investment holdings manually or import them via CSV to begin tracking performance.

Example

# Clone and start Ghostfolio
git clone https://github.com/ghostfolio/ghostfolio.git
cd ghostfolio
docker compose --env-file ./.env up -d

# Open http://localhost:4200
# Create account -> Add holdings -> View dashboard

Related on TokRepo

• Self-hosted tools -- Ghostfolio fits the self-hosted software category
• Automation tools -- automate portfolio data aggregation workflows

Common pitfalls

• Yahoo Finance rate limits can cause price feed interruptions for large portfolios; consider adding a delay between API calls.
• The default SQLite database works for personal use but should be swapped for PostgreSQL in multi-user deployments.
• Importing historical transactions via CSV requires exact date format matching or the import silently skips rows.