Ghostfolio
Personal financeTrack stocks, ETFs and crypto across all your accounts in one place.
Ghostfolio is for people who invest through several brokers and want one view of everything they own. It replaces a home-made spreadsheet with performance figures, allocation charts and a risk check. Running it yourself keeps your financial data on your own server.
- Shows returns including dividends for Today, WTD, MTD, YTD, 1Y, 5Y and Max.
- X-ray static analysis flags potential risks in your portfolio.
- Imports and exports activities, and offers a public API.
What people use it for
See all your investments in one portfolio
Create an account for each broker or bank, and group accounts at the same institution under a platform. Record buy, sell, dividend, fee and interest activities by hand or import them. The portfolio pages then show performance, holdings and allocations by asset class, currency, region and sector.
Compare your returns with a benchmark
In the Admin Control panel, open Market Data, choose an asset profile such as the S&P 500 or Gold and tick Include in Benchmark / Markets. The asset then appears under Compare with next to your own performance. Returns are calculated as return on average investment and include dividends.
Track assets without a market price
Ghostfolio can record wealth items such as a watch, liabilities such as a student loan, and an emergency fund target. For an asset that no data provider covers, create an asset profile in Market Data with Add Manually and a unique symbol. Then add activities by searching for that symbol.