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Ghostfolio

Open Source Wealth Management Software

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

Image of a phone showing the Ghostfolio app open

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 key
`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)
`LOG_LEVELS`	`string[]` (optional)		The logging levels for the Ghostfolio application, e.g. `["debug","error","log","warn"]`
`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

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

Upgrade Version

Increase the version of the ghostfolio/ghostfolio Docker image in docker/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
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
    }
  ]
}

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"
  ]
}

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

Licensed under the AGPLv3 License.

14 KiB Raw Blame History

Ghostfolio

Ghostfolio Premium

Why Ghostfolio?

Features

Technology Stack

Backend

Frontend

Self-hosting

Supported Environment Variables

Run with Docker Compose

Prerequisites

a. Run environment

b. Build and run environment

Setup

Upgrade Version

Home Server Systems (Community)

Development

Public API

Authorization: Bearer Token

Health Check (experimental)

Request

Response

Success

Import Activities

Prerequisites

Request

Body

Response

Success

Error

Portfolio (experimental)

Prerequisites

Request

Response

Success

Community Projects

Contributing

Analytics

License

14 KiB

Raw Blame History