Ghostfolio

What it does

Ghostfolio tracks your investments. Add what you buy and sell across different brokers and accounts, and it shows how your portfolio is doing, what it is made of and where the risks are. It suits people who invest for the long term and want a clear picture without spreadsheets. You can run it on your own computer or server, or pay for the official hosted version.

• Portfolio performance including dividends, from today to all time
• Allocation charts by asset class, region, currency and account
• X-ray risk checks and a FIRE calculator
• Works on phones as an installable web app, with dark mode

Great for: Long-term investors with shares, funds or crypto across several brokers who want one private overview.

Make it yours: ideas

Pick an idea to start from, or describe your own.

• Settings, no code Set it up for a UK investor “Show everything in pounds, with UK dates. I have a Stocks and Shares ISA with Vanguard and a pension with AJ Bell.” Start with this idea
• Extend: themes, plugins, API Import trades from your broker's export “My broker gives me a CSV of trades every month. Turn it into Ghostfolio activities without me typing them in.” Start with this idea
• Settings, no code Check my portfolio isn't too lopsided “Warn me if more than half my money is in one currency, one region or one broker account.” Start with this idea
• Settings, no code When could I retire early? “I save £800 a month and want to live on £24,000 a year. Show when I might reach financial independence.” Start with this idea
• Code changes Monthly dividend income chart “Add a page with a bar chart of the dividends I received each month this year and last year.” Start with this idea

How easy is it to adapt?

A TypeScript monorepo (Nx) with a NestJS API, an Angular client, Prisma and PostgreSQL plus Redis. Most personal changes are settings or API scripts; screen changes need Angular knowledge and a full rebuild. Your AI always tries the gentlest step first, so your version stays easy to update.

1. 1

   Settings 5 options

   No code. Change it in the app or its config.

   • Base currency, language, date and number format, dark or light appearance, Presenter View (hides amounts), Zen mode and experimental features.
   • Your brokers and bank accounts, and every buy, sell, dividend, fee and interest payment.
   • Which risk checks to run and their limits, such as too much in one currency, region or account.
   • Plan towards financial independence from what you save and what yearly income your portfolio could sustain.
   • Where prices come from, and manual prices for things that have no market price.
2. 2

   Extend 1 option

   Themes, plugins, webhooks and the API. Still no fork.

   • Import trades from a broker export with a script, read your portfolio from other tools or an AI assistant.
3. 3

   Code 2 options

   Your AI edits the source for anything else.

   • New screens, charts, colours and text in the Angular client.
   • New calculations, new data and new API endpoints.

Can I trust it?

• AGPL-3.0-only. Free to use and change. If you run a changed version that other people use over the internet (not just you or your household), you must offer them your source code under the same licence. Private use has no extra obligations.
• Your data: stores personal data, on your own device or server. PostgreSQL (the postgres Docker volume); Redis is only a cache.
• Other services: Yahoo Finance (optional, free); CoinGecko (optional, free demo key or paid); Other market data providers (EOD Historical Data, Financial Modeling Prep, Alpha Vantage, Ghostfolio Premium data) (optional, paid, with some free tiers)
• Pinned version f144c72. Every handover uses exactly this code, which we've reviewed.
• Self-hosted with security-token login. Keep your security token safe, use HTTPS and set TRUST_PROXY behind a reverse proxy before exposing it to the internet.
• Price look-ups send the symbols you hold to the chosen market data provider.
• Database, Redis and JWT secrets and API keys are secrets. Never paste them into an AI chat.

Did it work for people?

Tell us how it went

For your AI

The project pack has the pinned version, how to run it, and where to customise it. Your prompt links to it automatically.

https://handoff.bespokeai.software/p/ghostfolio/f144c72/pack.md

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