ghostfolio/README.md

Ghostfolio

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. 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, 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

Name	Type	Default Value	Description
ACCESS_TOKEN_SALT	string		A random string used as salt for access tokens
API_KEY_COINGECKO_DEMO	string (optional)		The CoinGecko Demo API key
API_KEY_COINGECKO_PRO	string (optional)		The CoinGecko Pro API
DATABASE_URL	string		The database connection URL, e.g. postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer
HOST	string (optional)	0.0.0.0	The host where the Ghostfolio application will run on
JWT_SECRET_KEY	string		A random string used for JSON Web Tokens (JWT)
PORT	number (optional)	3333	The port where the Ghostfolio application will run on
POSTGRES_DB	string		The name of the PostgreSQL database
POSTGRES_PASSWORD	string		The password of the PostgreSQL database
POSTGRES_USER	string		The user of the PostgreSQL database
REDIS_DB	number (optional)	0	The database index of Redis
REDIS_HOST	string		The host where Redis is running
REDIS_PASSWORD	string		The password of Redis
REDIS_PORT	number		The port where Redis is running
REQUEST_TIMEOUT	number (optional)	2000	The timeout of network requests to data providers in milliseconds

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

Prerequisites

• Docker
• Node.js (version 18+)
• Yarn
• Create a local copy of this Git repository (clone)
• Copy the file .env.dev to .env and populate it with your data (cp .env.dev .env)

Setup

1. Run yarn install
2. Run docker compose --env-file ./.env -f docker/docker-compose.dev.yml up -d to start PostgreSQL and Redis
3. Run yarn database:setup to initialize the database schema
4. Run git config core.hooksPath ./git-hooks/ to setup git hooks
5. Start the server and the client (see Development)
6. Open http://localhost:4200/en in your browser
7. Create a new user via Get Started (this first user will get the role ADMIN)

Start Server

Debug

Run yarn watch:server and click Debug API in Visual Studio Code

Serve

Run yarn start:server

Start Client

Run yarn start:client and open http://localhost:4200/en in your browser

Start Storybook

Run yarn start:storybook

Migrate Database

With the following command you can keep your database schema in sync:

yarn database:push

Testing

Run yarn test

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>.

Import Activities

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
    }
  ]
}

Field	Type	Description
accountId	string (optional)	Id of the account
comment	string (optional)	Comment of the activity
currency	string	CHF | EUR | USD etc.
dataSource	string	COINGECKO | 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 | FEE | INTEREST | ITEM | LIABILITY | SELL
unitPrice	number	Price per unit of the activity

Response

Success

201 Created

Error

400 Bad Request

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

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 got some ideas. 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.