Ghostfolio: A Practical Open Source Wealth Management Tool

What is Ghostfolio?

In simple terms, Ghostfolio is a personal finance dashboard that tracks your net worth, including cash, stocks, ETFs, and cryptocurrencies across multiple platforms. It's built on a modern tech stack like Angular + NestJS, featuring a beautiful interface and powerful functionality.

Core Features

• Privacy-First: Emphasizes user privacy, ensuring your data is not shared or sold to third parties.
• Open Source Transparency: Code is completely open; you can review, modify, and improve it.
• Full Asset Support: Supports a wide range of asset types including stocks, ETFs, and cryptocurrencies.
• Self-Hosting Option: Can be deployed on your own server, giving you full control over your data.

https://appstore.lazycat.cloud/#/shop/detail/cloud.lazycat.app.ghostfolio

Quick Start

The initial startup after installing the application can be slow. If it fails, try closing all applications and restarting.

Click "Get Started" to create an account first.

Create a token. Make sure to save it securely, as it will only be displayed once.

Enter the main page.

Click "Manage Accounts", then click "Edit Details" on the right.

The result after adding.

Click the + button in the lower right corner to add an account.

After adding an account, you need to add activities.

• Buy Operation: Record the purchase date, quantity, and price.
• Sell Operation: Similarly record the relevant information.
• Dividend: Can separately record dividend income.

If you have existing investment records, you can organize them into CSV format for batch import:

• Date Format: YYYY-MM-DD
• Required Fields: Symbol, Quantity, Unit Price

Performance Analysis:

• Total Return: Overall investment performance.
• Annualized Return: A more reference-worthy metric.
• Time-Weighted Return: Eliminates the impact of cash inflows and outflows.

Summary

Ghostfolio is a practical investment portfolio management tool. Unlike flashy but impractical apps, every feature is highly functional.

If you are looking for a reliable financial management tool, give Ghostfolio a try.