Ghostfolio

Privacy-first Portfolio Tracker

Live Demo

Ghostfolio is a privacy-first portfolio tracker. It empowers busy folks to have a sharp look of their financial assets and to make solid, data-driven investment decisions by evaluating automated Static Portfolio Analysis Rules.

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 2021

• 😎 still reading this list

Features

• ✅ Create, update and delete transactions
• ✅ Portfolio performance (Today, YTD, 1Y, 5Y, Max)
• ✅ Various charts
• ✅ Static analysis to identify potential risks in your portfolio
• ✅ Dark Mode

Getting Started

Prerequisites

• Node.js
• Yarn
• Docker

Setup

1. Run yarn install
2. Run cd docker
3. Run docker compose build
4. Run docker compose up -d to start PostgreSQL and Redis
5. Run yarn setup:database to initialize the database schema and populate your database with (example) data
6. Start server and client (see Development)
7. Login as Admin with the following Security Token: ae76872ae8f3419c6d6f64bf51888ecbcc703927a342d815fafe486acdb938da07d0cf44fca211a0be74a423238f535362d390a41e81e633a9ce668a6e31cdf9

Development

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

Testing

Run yarn test