Ghostfolio

Ghostfolio is a self-hosted portfolio tracker designed for personal finance tracking and wealth management. It allows users to record investment transactions and monitor asset holdings across multiple financial accounts in a single private environment.

The system provides a financial performance analyzer to calculate investment returns and generate growth charts. It includes an investment risk auditor that performs static analysis on asset holdings to identify financial vulnerabilities and diversification gaps.

The platform covers broader capabilities for multi-account management and financial data portability, utilizing tools to import and export transaction records. Access control is managed through an identity client compatible with the OpenID Connect standard.

Features

Personal Finance Trackers - Provides a comprehensive system for recording and monitoring investment transactions and asset holdings.
Asset Vulnerability Analysis - Identifies financial vulnerabilities by performing static analysis on current asset holdings.
Financial Account Management - Provides tools for organizing and categorizing various financial accounts to monitor a diversified investment portfolio.
Investment Portfolio Tracking - Analyzes diversified asset collections by calculating investment returns and visualizing growth.
Diversification Auditing - Performs static analysis on asset holdings to identify financial vulnerabilities and gaps in diversification.
Financial Performance Metrics - Calculates key financial performance metrics, including investment returns and historical growth rates.
Portfolio Performance Metrics - Evaluates portfolio effectiveness by calculating average investment returns and generating growth charts.
Data Import and Export - Provides utilities to import and export transaction data using standardized formats.
Data Portability - Ensures financial data portability by allowing users to move historical transaction records between systems.
OIDC Authentication Plugins - Integrates with external OpenID Connect identity providers to delegate user authentication.
OIDC Identity Integrations - Secures the financial dashboard by delegating access control to an external OIDC identity provider.
Personal Finance - Web-based wealth management and investment portfolio tracker.
Portfolio Optimization - Wealth management software for tracking assets and investment decisions.
Open Source Applications - Privacy-focused dashboard for personal asset tracking.
Business Operations - Personal finance and investment tracking dashboard.
Finance and Accounting - Wealth management for tracking stocks and cryptocurrencies.

Historial de estrellas

ghostfolioghostfolio

Name: ghostfolio/ghostfolio
Author: ghostfolio

View on GitHub

7,730 estrellas950 forksTypeScriptagpl-3.012 vistasGhostfol.io

Ghostfolio

Features

Personal Finance Trackers - Provides a comprehensive system for recording and monitoring investment transactions and asset holdings.
Asset Vulnerability Analysis - Identifies financial vulnerabilities by performing static analysis on current asset holdings.
Financial Account Management - Provides tools for organizing and categorizing various financial accounts to monitor a diversified investment portfolio.
Investment Portfolio Tracking - Analyzes diversified asset collections by calculating investment returns and visualizing growth.
Diversification Auditing - Performs static analysis on asset holdings to identify financial vulnerabilities and gaps in diversification.
Financial Performance Metrics - Calculates key financial performance metrics, including investment returns and historical growth rates.
Portfolio Performance Metrics - Evaluates portfolio effectiveness by calculating average investment returns and generating growth charts.
Data Import and Export - Provides utilities to import and export transaction data using standardized formats.
Data Portability - Ensures financial data portability by allowing users to move historical transaction records between systems.
OIDC Authentication Plugins - Integrates with external OpenID Connect identity providers to delegate user authentication.
OIDC Identity Integrations - Secures the financial dashboard by delegating access control to an external OIDC identity provider.
Personal Finance - Web-based wealth management and investment portfolio tracker.
Portfolio Optimization - Wealth management software for tracking assets and investment decisions.
Open Source Applications - Privacy-focused dashboard for personal asset tracking.
Business Operations - Personal finance and investment tracking dashboard.
Finance and Accounting - Wealth management for tracking stocks and cryptocurrencies.

Alternativas open-source a Ghostfolio

Proyectos open-source similares, clasificados según cuántas características comparten con Ghostfolio.

wealthfolio/wealthfolio
wealthfolio/wealthfolio
7,655Ver en GitHub
Wealthfolio is a local-first personal finance tracker and multi-currency net worth calculator designed for managing investments, spending, and overall financial standing. It functions as an extensible portfolio management platform that allows users to maintain their data on their own devices, with an optional self-hosted Docker deployment for private server access. The platform is distinguished by an LLM-powered financial assistant that handles natural language transaction imports and portfolio querying. It further differentiates itself through a TypeScript-based SDK and plugin architecture,
Rustmacos-appportfolio-trackerself-hosted
Ver en GitHub7,655
twentyhq/twenty
twentyhq/twenty
50,113Ver en GitHub
Twenty is a headless customer relationship management framework that enables developers to build, version, and deploy custom business applications using code. By utilizing a declarative approach to data modeling, the platform allows for the definition of custom objects, fields, and complex relationships directly within the source code. This schema-driven architecture automatically generates corresponding REST and GraphQL APIs, ensuring that data structures and interface components remain synchronized across development and production environments. The platform distinguishes itself through a m
TypeScriptcrmcrm-systemcustomer
Ver en GitHub50,113
crater-invoice/crater
crater-invoice/crater
8,297Ver en GitHub
Crater is an open source invoicing software and multi-tenant accounting system. It serves as a financial management tool for creating professional invoices and estimates, tracking business expenses, and managing the financial records of several distinct business entities within a single instance. The platform integrates with payment processors to collect client payments automatically and provides a dedicated billing portal where customers can access their history and pay invoices online. It includes a template-based engine for generating PDF invoices and supports the automation of recurring s
PHP
Ver en GitHub8,297
ranaroussi/quantstats
ranaroussi/quantstats
6,717Ver en GitHub
QuantStats is an open-source Python library that calculates risk and return metrics from a portfolio return series and generates comprehensive HTML tear sheets. It computes dozens of financial statistics—including Sharpe ratio, drawdown, and volatility—in a single pass over the input data, using vectorized pandas operations for efficiency. The library distinguishes itself by combining portfolio performance analysis with Monte Carlo simulation, which models thousands of random return paths to estimate the probability of reaching financial targets or hitting loss thresholds. It produces self-co
Pythonalgo-tradingalgorithmic-tradingalgotrading
Ver en GitHub6,717

Ver las 30 alternativas a Ghostfolio

Preguntas frecuentes

¿Qué hace ghostfolio/ghostfolio?

¿Cuáles son las características principales de ghostfolio/ghostfolio?

Las características principales de ghostfolio/ghostfolio son: Personal Finance Trackers, Asset Vulnerability Analysis, Financial Account Management, Investment Portfolio Tracking, Diversification Auditing, Financial Performance Metrics, Portfolio Performance Metrics, Data Import and Export.

¿Qué alternativas de código abierto existen para ghostfolio/ghostfolio?

Las alternativas de código abierto para ghostfolio/ghostfolio incluyen: wealthfolio/wealthfolio — Wealthfolio is a local-first personal finance tracker and multi-currency net worth calculator designed for managing… twentyhq/twenty — Twenty is a headless customer relationship management framework that enables developers to build, version, and deploy… crater-invoice/crater — Crater is an open source invoicing software and multi-tenant accounting system. It serves as a financial management… ranaroussi/quantstats — QuantStats is an open-source Python library that calculates risk and return metrics from a portfolio return series and… jameskokoska/cashew — Cashew is a local-first budgeting application and personal finance tracker designed to log income and expenses across… pocket-id/pocket-id — Pocket ID is a self-hosted OpenID Connect (OIDC) identity provider that replaces traditional passwords with…