Open Source Wealth Management Software
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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.
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. The revenue is used for covering the hosting costs.
If you prefer to run Ghostfolio on your own infrastructure, please find further instructions in the Self-hosting section.
Ghostfolio is for you if you are...
- ๐ผ trading stocks, ETFs or cryptocurrencies on multiple platforms
- ๐ฆ pursuing a buy & hold strategy
- ๐ฏ interested in getting insights of your portfolio composition
- ๐ป valuing privacy and data ownership
- ๐ง into minimalism
- ๐งบ caring about diversifying your financial resources
- ๐ interested in financial independence
- ๐ saying no to spreadsheets in 2022
- ๐ still reading this list
- โ Create, update and delete transactions
- โ Multi account management
- โ
Portfolio performance: Time-weighted rate of return (TWR) for
Today
,YTD
,1Y
,5Y
,Max
- โ Various charts
- โ Static analysis to identify potential risks in your portfolio
- โ Import and export transactions
- โ Dark Mode
- โ Zen Mode
- โ Mobile-first design
Ghostfolio is a modern web application written in TypeScript and organized as an Nx workspace.
The backend is based on NestJS using PostgreSQL as a database together with Prisma and Redis for caching.
The frontend is built with Angular and uses Angular Material with utility classes from Bootstrap.
Name | Default Value | Description |
---|---|---|
ACCESS_TOKEN_SALT |
A random string used as salt for access tokens | |
BASE_CURRENCY |
USD |
The base currency of the Ghostfolio application. Caution: This cannot be changed later! |
DATABASE_URL |
The database connection URL, e.g. postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer |
|
HOST |
0.0.0.0 |
The host where the Ghostfolio application will run on |
JWT_SECRET_KEY |
A random string used for JSON Web Tokens (JWT) | |
PORT |
3333 |
The port where the Ghostfolio application will run on |
POSTGRES_DB |
The name of the PostgreSQL database | |
POSTGRES_PASSWORD |
The password of the PostgreSQL database | |
POSTGRES_USER |
The user of the PostgreSQL database | |
REDIS_HOST |
localhost |
The host where Redis is running |
REDIS_PASSWORD |
The password of Redis | |
REDIS_PORT |
6379 |
The port where Redis is running |
- Basic knowledge of Docker
- Installation of Docker
- Local copy of this Git repository (clone)
Run the following command to start the Docker images from Docker Hub:
docker-compose --env-file ./.env -f docker/docker-compose.yml up -d
Run the following command to setup the database once Ghostfolio is running:
docker-compose --env-file ./.env -f docker/docker-compose.yml exec ghostfolio yarn database:setup
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
Run the following command to setup the database once Ghostfolio is running:
docker-compose --env-file ./.env -f docker/docker-compose.build.yml exec ghostfolio yarn database:setup
Open http://localhost:3333 in your browser and accomplish these steps:
- Create a new user via Get Started (this first user will get the role
ADMIN
) - Go to the Admin Control Panel and click Gather All Data to fetch historical data
- Click Sign out and check out the Live Demo
- Increase the version of the
ghostfolio/ghostfolio
Docker image indocker/docker-compose.yml
- Run the following command to start the new Docker image:
docker-compose --env-file ./.env -f docker/docker-compose.yml up -d
- Then, run the following command to keep your database schema in sync:
docker-compose --env-file ./.env -f docker/docker-compose.yml exec ghostfolio yarn database:migrate
Please follow the instructions of the Ghostfolio Unraid Community App.
- Run
yarn install
- Run
docker-compose --env-file ./.env -f docker/docker-compose.dev.yml up -d
to start PostgreSQL and Redis - Run
yarn database:setup
to initialize the database schema and populate your database with (example) data - Start the server and the client (see Development)
- Create a new user via Get Started (this first user will get the role
ADMIN
) - Go to the Admin Control Panel and click Gather All Data to fetch historical data
- Click Sign out and check out the Live Demo
- Debug: Run
yarn watch:server
and click "Launch Program" in Visual Studio Code - Serve: Run
yarn start:server
Run yarn start:client
Run yarn start:storybook
With the following command you can keep your database schema in sync:
yarn database:push
Run yarn test
POST http://localhost:3333/api/v1/import
Set the header as follows:
"Authorization": "Bearer eyJh..."
{
"activities": [
{
"currency": "USD",
"dataSource": "YAHOO",
"date": "2021-09-15T00:00:00.000Z",
"fee": 19,
"quantity": 5,
"symbol": "MSFT"
"type": "BUY",
"unitPrice": 298.58
}
]
}
Field | Type | Description |
---|---|---|
accountId | string (optional ) |
Id of the account |
currency | string | CHF | EUR | USD etc. |
dataSource | string | MANUAL (for type ITEM ) | YAHOO |
date | string | Date in the format ISO-8601 |
fee | number | Fee of the activity |
quantity | number | Quantity of the activity |
symbol | string | Symbol of the activity (suitable for dataSource ) |
type | string | BUY | DIVIDEND | ITEM | SELL |
unitPrice | number | Price per unit of the activity |
201 Created
400 Bad Request
{
"error": "Bad Request",
"message": [
"activities.1 is a duplicate activity"
]
}
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 got some ideas. Please join the Ghostfolio Slack channel, tweet to @ghostfolio_ or send an e-mail to hi@ghostfol.io. We would love to hear from you.
If you like to support this project, get Ghostfolio Premium or Buy me a coffee.
ยฉ 2022 Ghostfolio
Licensed under the AGPLv3 License.