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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. 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
😎 still reading this list

Features

✅ Create, update and delete transactions
✅ Multi account management
✅ Portfolio performance 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

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	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. `AUD` \| `CAD` \| `CNY` \| `EUR` \| `GBP` \| `JPY` \| `RUB` \| `USD` Caution: Only set if you intend to track cryptocurrencies in a non-`USD` currency. 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`		The host where Redis is running
`REDIS_PASSWORD`		The password of Redis
`REDIS_PORT`		The port where Redis is running

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

Fetch Historical Data

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 Market Data tab in the Admin Control Panel and click Gather All Data to fetch historical data
Click Sign out and check out the Live Demo

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.

Run with Unraid (Community)

Please follow the instructions of the Ghostfolio Unraid Community App.

Development

Prerequisites

Docker
Node.js (version 16)
Yarn
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)

Setup

Run yarn install
Run yarn build:dev to build the source code including the assets
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 Market Data tab in the Admin Control Panel and click Gather All Data to fetch historical data
Click Sign out and check out the Live Demo

Start Server

Debug

Run yarn watch:server and click Launch Program 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 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
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"
  ]
}

Community Projects

ghostfolio-cli: Command-line interface to access your portfolio

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 tweet to @ghostfolio_. We would love to hear from you.

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

License

Licensed under the AGPLv3 License.

13 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

Fetch Historical Data

Upgrade Version

Run with Unraid (Community)

Development

Prerequisites

Setup

Start Server

Debug

Serve

Start Client

Start Storybook

Migrate Database

Testing

Public API

Authorization: Bearer Token

Import Activities

Request

Body

Response

Success

Error

Community Projects

Contributing

License

13 KiB

Raw Blame History