Ghostfolio

Open Source Wealth Management Software

Ghostfol.io | Live Demo | Ghostfolio Premium | FAQ | Blog | Slack | X

Ghostfolio is an open source wealth management software built with web technology. The application empowers busy people to keep track of stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions. The software is designed for personal use in continuous operation.

Ghostfolio Premium

Our official Ghostfolio Premium cloud offering is the easiest way to get started. Due to the time it saves, this will be the best option for most people. Revenue is used to cover the costs of the hosting infrastructure and to fund ongoing development.

If you prefer to run Ghostfolio on your own infrastructure, please find further instructions in the Self-hosting section.

Why Ghostfolio?

Ghostfolio is for you if you are...

• 💼 trading stocks, ETFs or cryptocurrencies on multiple platforms
• 🏦 pursuing a buy & hold strategy
• 🎯 interested in getting insights of your portfolio composition
• 👻 valuing privacy and data ownership
• 🧘 into minimalism
• 🧺 caring about diversifying your financial resources
• 🆓 interested in financial independence
• 🙅 saying no to spreadsheets
• 😎 still reading this list

Features

• ✅ Create, update and delete transactions
• ✅ Multi account management
• ✅ Portfolio performance: Time-weighted rate of return (TWR) for Today, WTD, MTD, YTD, 1Y, 5Y, Max
• ✅ Various charts
• ✅ Static analysis to identify potential risks in your portfolio
• ✅ Import and export transactions
• ✅ Dark Mode
• ✅ Zen Mode
• ✅ Progressive Web App (PWA) with a mobile-first design

Technology Stack

Ghostfolio is a modern web application written in TypeScript and organized as an Nx workspace.

Backend

The backend is based on NestJS using PostgreSQL as a database together with Prisma and Redis for caching.

Frontend

The frontend is built with Angular and uses Angular Material with utility classes from Bootstrap.

Self-hosting

We provide official container images hosted on Docker Hub for linux/amd64, linux/arm/v7 and linux/arm64.

Supported Environment Variables

Run with Docker Compose

Prerequisites

• Basic knowledge of Docker
• Installation of Docker
• Create a local copy of this Git repository (clone)
• Copy the file .env.example to .env and populate it with your data (cp .env.example .env)

a. Run environment

Run the following command to start the Docker images from Docker Hub:

docker compose --env-file ./.env -f docker/docker-compose.yml up -d

b. Build and run environment

Run the following commands to build and start the Docker images:

docker compose --env-file ./.env -f docker/docker-compose.build.yml build
docker compose --env-file ./.env -f docker/docker-compose.build.yml up -d

Setup

1. Open http://localhost:3333 in your browser
2. Create a new user via Get Started (this first user will get the role ADMIN)

Upgrade Version

1. Increase the version of the ghostfolio/ghostfolio Docker image in docker/docker-compose.yml
2. Run the following command to start the new Docker image: docker compose --env-file ./.env -f docker/docker-compose.yml up -d
   At each start, the container will automatically apply the database schema migrations if needed.

Home Server Systems (Community)

Ghostfolio is available for various home server systems, including CasaOS, Home Assistant, Runtipi, TrueCharts, Umbrel, and Unraid.

Development

For detailed information on the environment setup and development process, please refer to DEVELOPMENT.md.

Public API

Authorization: Bearer Token

Set the header for each request as follows:

"Authorization": "Bearer eyJh..."

You can get the Bearer Token via POST http://localhost:3333/api/v1/auth/anonymous (Body: { "accessToken": "<INSERT_SECURITY_TOKEN_OF_ACCOUNT>" })

Deprecated: GET http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TOKEN_OF_ACCOUNT> or curl -s http://localhost:3333/api/v1/auth/anonymous/<INSERT_SECURITY_TOKEN_OF_ACCOUNT>.

Health Check (experimental)

Request

GET http://localhost:3333/api/v1/health

Info: No Bearer Token is required for health check

Response

Success

200 OK

{
  "status": "OK"
}

Import Activities

Prerequisites

Bearer Token for authorization

Request

POST http://localhost:3333/api/v1/import

Body

{
  "activities": [
    {
      "currency": "USD",
      "dataSource": "YAHOO",
      "date": "2021-09-15T00:00:00.000Z",
      "fee": 19,
      "quantity": 5,
      "symbol": "MSFT",
      "type": "BUY",
      "unitPrice": 298.58
    }
  ]
}

Response

Success

201 Created

Error

400 Bad Request

{
  "error": "Bad Request",
  "message": [
    "activities.1 is a duplicate activity"
  ]
}

Portfolio (experimental)

Prerequisites

Grant access of type Public in the Access tab of My Ghostfolio.

Request

GET http://localhost:3333/api/v1/public/<INSERT_ACCESS_ID>/portfolio

Info: No Bearer Token is required for authorization

Response

Success

{
  "performance": {
    "1d": {
      "relativeChange": 0 // normalized from -1 to 1
    };
    "ytd": {
      "relativeChange": 0 // normalized from -1 to 1
    },
    "max": {
      "relativeChange": 0 // normalized from -1 to 1
    }
  }
}

Community Projects

Discover a variety of community projects for Ghostfolio: https://github.com/topics/ghostfolio

Are you building your own project? Add the ghostfolio topic to your GitHub repository to get listed as well. Learn more →

Contributing

Ghostfolio is 100% free and open source. We encourage and support an active and healthy community that accepts contributions from the public - including you.

Not sure what to work on? We have some ideas, even for newcomers. Please join the Ghostfolio Slack channel or post to @ghostfolio_ on X. We would love to hear from you.

If you like to support this project, get Ghostfolio Premium or Buy me a coffee.

Analytics

License

© 2021 - 2024 Ghostfolio

Licensed under the AGPLv3 License.