# Ghostfolio — Open Source Wealth Management & Portfolio Tracker

> Ghostfolio is an open-source personal finance dashboard for tracking stocks, ETFs, crypto, and other investments with real-time market data and performance analytics.

## Install

Save the content below to `.claude/skills/` or append to your `CLAUDE.md`:

## Quick Use

```bash
git clone https://github.com/ghostfolio/ghostfolio.git
cd ghostfolio
docker compose --env-file ./.env up -d
```

Open `http://localhost:4200` — create your account and start tracking your portfolio.

## Intro

**Ghostfolio** is an open-source wealth management software for tracking your personal investment portfolio. Built with Angular, NestJS, and Prisma, it provides a clean dashboard to monitor stocks, ETFs, cryptocurrencies, and other assets with real-time market data, performance analytics, and dividend tracking.

With 8.1K+ GitHub stars and AGPL-3.0 license, Ghostfolio empowers privacy-conscious investors to track their net worth and investment performance without sharing financial data with third-party services.

## 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

```yaml
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:

```csv
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

```bash
# 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

| Feature | Ghostfolio | Portfolio Performance | Wealthica | Mint/Copilot |
|---------|------------|---------------------|-----------|-------------|
| Open Source | Yes (AGPL-3.0) | Yes (EPL-1.0) | No | No |
| Self-hosted | Yes | Desktop app | No | No |
| Multi-currency | Yes | Yes | Yes | Limited |
| Crypto | Yes | Limited | Yes | No |
| Dividends | Yes | Yes | Yes | No |
| Web-based | Yes | No (Java desktop) | Yes | Yes |
| FIRE tools | Yes | No | No | No |

## 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.

## Source & Thanks

- GitHub: [ghostfolio/ghostfolio](https://github.com/ghostfolio/ghostfolio) — 8.1K+ ⭐ | AGPL-3.0
- Website: [ghostfol.io](https://ghostfol.io)

---
Source: https://tokrepo.com/en/workflows/ghostfolio-open-source-wealth-management-portfolio-tracker-d4e2f573
Author: AI Open Source