Early accessImproving daily
Back to directory

Best open-source & self-hosted portfolio trackers

Trackers you can read the code of, run on your own hardware, or both. A short list — the universe genuinely is this small.

How this ranking works

A tool qualifies when its source is at least partially open or it can be self-hosted. The ranking counts verified openness capabilities (open source, self-hosting, public API) first, then overall verified features as the tie-breaker.

The order is a straight count of verified capabilities from our feature matrix — not an editorial pick. Our own product is listed by the same rules and gets no special placement.

  1. 1
    Ghostfolio

    Ghostfolio

    Freemium

    Open-source, privacy-first tracker you can self-host or use via a paid cloud plan.

    Verified capabilities
    Open source Self-hostable Public API Manual entry CSV / broker import Multi-asset+10
  2. 2
    Wealthfolio

    Wealthfolio

    Freemium

    Open-source, local-first portfolio tracker with time-weighted and money-weighted returns, rebalancing and an optional paid broker sync.

    Verified capabilities
    Open source Self-hostable Manual entry CSV / broker import Automatic bank/broker sync Multi-asset+12
  3. 3
    Investbrain

    Investbrain

    Free

    Self-hostable web tracker for listed securities with a documented API and bring-your-own-LLM AI chat.

    Verified capabilities
    Self-hostable Public API Manual entry Multi-currency Dividend tracking AI portfolio analysis+3
  4. 4
    Portfolio Performance

    Portfolio Performance

    Free

    Free, open-source desktop tracker with true time-weighted and internal-rate-of-return performance, stored entirely on your own machine.

    Verified capabilities
    Open source Manual entry CSV / broker import Multi-asset Multi-currency Dividend tracking+8

We list competitors alongside our own product and link to their official sites. Comparisons are written to be honest — including where another tool beats PortfolioGlance. Details like pricing change; always check the official site.

This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.