Ghostfolio
Free tierA self-hosted investment dashboard, readable from anywhere
A self-hosted portfolio management service with a web interface. It consolidates holdings spread across several brokers, accounts and countries into one view of total assets, returns, allocation and historical performance. Stocks, ETFs, cryptocurrencies and cash are supported, with the data on your own server.
Why we picked it
Scattered holdings are the normal state: stocks at one broker, funds at another, some cryptocurrency, cash across a few accounts. Each provider shows only its own slice, so the question that matters — what do I hold in total and what is the overall return — goes unanswered.
Commercial aggregation services will answer it, at the cost of handing every account to one company.
Ghostfolio's answer is self-hosting. 9,119 stars, AGPL-3.0, with a notably modern interface — uncommon in self-hosted software.
The views it provides:
- Overview: total assets across all accounts, today's movement and cumulative return.
- Allocation analysis by asset class, sector, region, currency and individual holding, making over-concentration immediately visible.
- Historical performance: value curves, benchmark comparison and period returns.
- Multiple accounts and currencies, recorded separately but viewed together with automatic exchange rate conversion.
- Dividend tracking and fee statistics.
- X-ray analysis flagging allocation risks such as excessive concentration.
Being a web application, a phone browser opens it with no app to install — more convenient than desktop software.
To be clear about:
- Deployment is required. Official Docker Compose with PostgreSQL and Redis. This is the key difference from Portfolio Performance, which is a desktop program you double-click.
- There is an official paid cloud service. The project is AGPL and self-hosting is entirely free with no feature limits; separately the maintainers offer hosted Ghostfolio Premium with free and paid tiers. The freemium label refers to that cloud offering — self-hosting is completely free.
- Market data coverage has limits. Prices come from public sources, with good support for US equities, mainstream ETFs and cryptocurrencies, while stocks and funds in some regions may lack symbols or return inaccurate prices and need manual maintenance. Verify your holdings can be priced before committing to a deployment.
- Entry is still manual or by import. It does not connect to broker APIs; transactions are added by hand or via CSV.
- Public exposure demands proper security — HTTPS and a strong password. This is an inventory of everything you own.
How to choose: want it on your phone and already self-host → Ghostfolio; desktop only, no server, and the most rigorous return calculations → Portfolio Performance.