Ghostfolio
Open-source, privacy-first tracker you can self-host or use via a paid cloud plan.
Ghostfolio is an open-source wealth tracker focused on privacy. You can self-host it for free or subscribe to the hosted cloud version. It supports stocks, ETFs, crypto and more, with a clean dashboard and basic analytics.
Features at a glance
| Feature | Ghostfolio |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Yes |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Not supported |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Not supported |
| Tax reports | Not supported |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Partial |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Not supported |
| Goal & time-to-goal | Yes |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Yes |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | Yes |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Yes |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Not supported |
| Access & pricing | |
| Free tier | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Yes |
| Open source | Yes |
| Self-hostable | Yes |
| Public API | Yes |
| Platform & reach | |
| Mobile app | Partial |
| Multi-language | Yes |
| Community & extras | |
| Public / social portfolios. Share your portfolio publicly and follow other investors. | Yes |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported |
Best for
Technically-inclined investors who value open source and are willing to self-host, or who want to support the project via the paid cloud tier.
Strengths
- Fully open source and self-hostable at no cost
- Strong privacy stance — your data stays on your infrastructure if self-hosted
- Clean, no-nonsense dashboard
Trade-offs
- Self-hosting requires technical setup and maintenance
- Hosted convenience requires a paid subscription
- Lighter on AI-driven analysis
Ghostfolio vs PortfolioGlance
Ghostfolio wins outright on openness and self-hosting — if you want to own your stack, choose it. PortfolioGlance is a hosted, zero-setup option with deeper AI analysis built in, and is free to use without running any infrastructure yourself.
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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.