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.

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. 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.

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 in 2022
• 😎 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
• ✅ 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

Run with Docker Compose

Prerequisites

• Basic knowledge of Docker
• Installation of Docker
• Local copy of this Git repository (clone)

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

Setup Database

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

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 Database

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

Fetch Historical Data

Open http://localhost:3333 in your browser and accomplish these steps:

1. Create a new user via Get Started (this first user will get the role ADMIN)
2. Go to the Admin Control Panel and click Gather All Data to fetch historical data
3. Click Sign out and check out the Live Demo

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
3. 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

Run with Unraid (Community)

Please follow the instructions of the Ghostfolio Unraid Community App.

Development

Prerequisites

• Docker
• Node.js (version 14+)
• Yarn
• A local copy of this Git repository (clone)

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 and populate your database with (example) data
4. Start the server and the client (see Development)
5. Create a new user via Get Started (this first user will get the role ADMIN)
6. Go to the Admin Control Panel and click Gather All Data to fetch historical data
7. Click Sign out and check out the Live Demo

Start Server

1. Debug: Run yarn watch:server and click "Launch Program" in Visual Studio Code
2. Serve: Run yarn start:server

Start Client

Run yarn start:client

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

Import Activities

Request

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

Authorization: Bearer Token

Set the header as follows:

"Authorization": "Bearer eyJh..."

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
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

Response

Success

201 Created

Error

400 Bad Request

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

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, 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.

License

© 2022 Ghostfolio

Licensed under the AGPLv3 License.