[Ghostfolio logo](https://ghostfol.io) # Ghostfolio **Open Source Wealth Management Software** [**Ghostfol.io**](https://ghostfol.io) | [**Live Demo**](https://ghostfol.io/en/demo) | [**Ghostfolio Premium**](https://ghostfol.io/en/pricing) | [**FAQ**](https://ghostfol.io/en/faq) | [**Blog**](https://ghostfol.io/en/blog) | [**LinkedIn**](https://www.linkedin.com/company/ghostfolio) | [**Slack**](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) | [**X**](https://x.com/ghostfolio_) [![Shield: Buy me a coffee](https://img.shields.io/badge/Buy%20me%20a%20coffee-Support-yellow?logo=buymeacoffee)](https://www.buymeacoffee.com/ghostfolio) [![Shield: Contributions Welcome](https://img.shields.io/badge/Contributions-Welcome-limegreen.svg)](#contributing) [![Shield: Docker Pulls](https://img.shields.io/docker/pulls/ghostfolio/ghostfolio?label=Docker%20Pulls)](https://hub.docker.com/r/ghostfolio/ghostfolio) [![Shield: License: AGPL v3](https://img.shields.io/badge/License-AGPL%20v3-orange.svg)](https://www.gnu.org/licenses/agpl-3.0)
--- ## ๐Ÿค– AI Portfolio Agent Natural language portfolio Q&A built on top of Ghostfolio. Powered by Claude + LangGraph + FastAPI. ### Eval Results | Suite | Result | |---|---| | Golden Sets (baseline correctness) | 10/10 passing | | Labeled Scenarios (coverage analysis) | 14/15 passing | | Full Eval Suite (50 cases) | 49/50 (98%) | ### Eval Files - [Golden Sets](agent/evals/golden_sets.yaml) โ€” 10 baseline correctness cases - [Labeled Scenarios](agent/evals/labeled_scenarios.yaml) โ€” 15 tagged coverage cases - [Full Test Suite](agent/evals/test_cases.json) โ€” 50 comprehensive cases - [Latest Results](agent/evals/golden_results.json) โ€” most recent run ### Run Evals Yourself ```bash cd agent && source venv/bin/activate python evals/run_golden_sets.py # golden sets + labeled scenarios python evals/run_evals.py # full 50-case suite ``` ### Agent Setup [see agent/README.md](agent/README.md) --- **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.
[Preview image of the Ghostfolio video trailer](https://www.youtube.com/watch?v=yY6ObSQVJZk)
## Ghostfolio Premium Our official **[Ghostfolio Premium](https://ghostfol.io/en/pricing)** cloud offering is the easiest way to get started. Due to the time it saves, this will be the best option for most people. Revenue is used to cover operational costs for the hosting infrastructure and professional data providers, and to fund ongoing development. If you prefer to run Ghostfolio on your own infrastructure, please find further instructions in the [Self-hosting](#self-hosting) section. ## Why Ghostfolio? Ghostfolio is for you if you are... - ๐Ÿ’ผ trading stocks, ETFs or cryptocurrencies on multiple platforms - ๐Ÿฆ pursuing a buy & hold strategy - ๐ŸŽฏ interested in getting insights of your portfolio composition - ๐Ÿ‘ป valuing privacy and data ownership - ๐Ÿง˜ into minimalism - ๐Ÿงบ caring about diversifying your financial resources - ๐Ÿ†“ interested in financial independence - ๐Ÿ™… saying no to spreadsheets - ๐Ÿ˜Ž still reading this list ## Features - โœ… Create, update and delete transactions - โœ… Multi account management - โœ… Portfolio performance: Return on Average Investment (ROAI) for `Today`, `WTD`, `MTD`, `YTD`, `1Y`, `5Y`, `Max` - โœ… Various charts - โœ… Static analysis to identify potential risks in your portfolio - โœ… Import and export transactions - โœ… Dark Mode - โœ… Zen Mode - โœ… 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](https://www.typescriptlang.org) and organized as an [Nx](https://nx.dev) workspace. ### Backend The backend is based on [NestJS](https://nestjs.com) using [PostgreSQL](https://www.postgresql.org) as a database together with [Prisma](https://www.prisma.io) and [Redis](https://redis.io) for caching. ### Frontend The frontend is built with [Angular](https://angular.dev) and uses [Angular Material](https://material.angular.io) with utility classes from [Bootstrap](https://getbootstrap.com). ## Self-hosting We provide official container images hosted on [Docker Hub](https://hub.docker.com/r/ghostfolio/ghostfolio) for `linux/amd64`, `linux/arm/v7` and `linux/arm64`.
[Buy me a coffee button](https://www.buymeacoffee.com/ghostfolio)
### Supported Environment Variables | Name | Type | Default Value | Description | | --------------------------- | --------------------- | --------------------- | ----------------------------------------------------------------------------------------------------------------------------------- | | `ACCESS_TOKEN_SALT` | `string` | | A random string used as salt for access tokens | | `API_KEY_COINGECKO_DEMO` | `string` (optional) | ย  | The _CoinGecko_ Demo API key | | `API_KEY_COINGECKO_PRO` | `string` (optional) | | The _CoinGecko_ Pro API key | | `DATABASE_URL` | `string` | | The database connection URL, e.g. `postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer` | | `ENABLE_FEATURE_AUTH_TOKEN` | `boolean` (optional) | `true` | Enables authentication via security token | | `HOST` | `string` (optional) | `0.0.0.0` | The host where the Ghostfolio application will run on | | `JWT_SECRET_KEY` | `string` | | A random string used for _JSON Web Tokens_ (JWT) | | `LOG_LEVELS` | `string[]` (optional) | | The logging levels for the Ghostfolio application, e.g. `["debug","error","log","warn"]` | | `PORT` | `number` (optional) | `3333` | The port where the Ghostfolio application will run on | | `POSTGRES_DB` | `string` | | The name of the _PostgreSQL_ database | | `POSTGRES_PASSWORD` | `string` | | The password of the _PostgreSQL_ database | | `POSTGRES_USER` | `string` | | The user of the _PostgreSQL_ database | | `REDIS_DB` | `number` (optional) | `0` | The database index of _Redis_ | | `REDIS_HOST` | `string` | | The host where _Redis_ is running | | `REDIS_PASSWORD` | `string` | | The password of _Redis_ | | `REDIS_PORT` | `number` | | The port where _Redis_ is running | | `REQUEST_TIMEOUT` | `number` (optional) | `2000` | The timeout of network requests to data providers in milliseconds | | `ROOT_URL` | `string` (optional) | `http://0.0.0.0:3333` | The root URL of the Ghostfolio application, used for generating callback URLs and external links. | #### OpenID Connect OIDC (Experimental) | Name | Type | Default Value | Description | | -------------------------- | --------------------- | ------------------------------------ | ---------------------------------------------------------------------------------------------------- | | `ENABLE_FEATURE_AUTH_OIDC` | `boolean` (optional) | `false` | Enables authentication via _OpenID Connect_ | | `OIDC_AUTHORIZATION_URL` | `string` (optional) | | Manual override for the OIDC authorization endpoint (falls back to the discovery from the issuer) | | `OIDC_CALLBACK_URL` | `string` (optional) | `${ROOT_URL}/api/auth/oidc/callback` | The OIDC callback URL | | `OIDC_CLIENT_ID` | `string` | | The OIDC client ID | | `OIDC_CLIENT_SECRET` | `string` | | The OIDC client secret | | `OIDC_ISSUER` | `string` | | The OIDC issuer URL, used to discover the OIDC configuration via `/.well-known/openid-configuration` | | `OIDC_SCOPE` | `string[]` (optional) | `["openid"]` | The OIDC scope to request, e.g. `["email","openid","profile"]` | | `OIDC_TOKEN_URL` | `string` (optional) | | Manual override for the OIDC token endpoint (falls back to the discovery from the issuer) | | `OIDC_USER_INFO_URL` | `string` (optional) | | Manual override for the OIDC user info endpoint (falls back to the discovery from the issuer) | ### Run with Docker Compose #### Prerequisites - Basic knowledge of Docker - Installation of [Docker](https://www.docker.com/products/docker-desktop) - 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](https://hub.docker.com/r/ghostfolio/ghostfolio): ```bash docker compose -f docker/docker-compose.yml up -d ``` #### b. Build and run environment Run the following commands to build and start the Docker images: ```bash docker compose -f docker/docker-compose.build.yml build docker compose -f docker/docker-compose.build.yml up -d ``` #### Setup 1. Open http://localhost:3333 in your browser 1. Create a new user via _Get Started_ (this first user will get the role `ADMIN`) #### Upgrade Version 1. Update the _Ghostfolio_ Docker image - Increase the version of the `ghostfolio/ghostfolio` Docker image in `docker/docker-compose.yml` - Run the following command if `ghostfolio:latest` is set: ```bash docker compose -f docker/docker-compose.yml pull ``` 1. Run the following command to start the new Docker image: ```bash docker compose -f docker/docker-compose.yml up -d ``` The container will automatically apply any required database schema migrations during startup. ### Home Server Systems (Community) Ghostfolio is available for various home server systems, including [CasaOS](https://github.com/bigbeartechworld/big-bear-casaos), [Home Assistant](https://github.com/lildude/ha-addon-ghostfolio), [Runtipi](https://www.runtipi.io/docs/apps-available), [TrueCharts](https://truecharts.org/charts/stable/ghostfolio), [Umbrel](https://apps.umbrel.com/app/ghostfolio), and [Unraid](https://unraid.net/community/apps?q=ghostfolio). ## Development For detailed information on the environment setup and development process, please refer to [DEVELOPMENT.md](./DEVELOPMENT.md). ## Public API ### Authorization: Bearer Token Set the header for each request as follows: ``` "Authorization": "Bearer eyJh..." ``` You can get the _Bearer Token_ via `POST http://localhost:3333/api/v1/auth/anonymous` (Body: `{ "accessToken": "" }`) Deprecated: `GET http://localhost:3333/api/v1/auth/anonymous/` or `curl -s http://localhost:3333/api/v1/auth/anonymous/`. ### Health Check (experimental) #### Request `GET http://localhost:3333/api/v1/health` **Info:** No Bearer Token is required for health check #### Response ##### Success `200 OK` ``` { "status": "OK" } ``` ### Import Activities #### Prerequisites [Bearer Token](#authorization-bearer-token) for authorization #### 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 | | `comment` | `string` (optional) | Comment of the activity | | `currency` | `string` | `CHF` \| `EUR` \| `USD` etc. | | `dataSource` | `string` | `COINGECKO` \| `GHOSTFOLIO` [^1] \| `MANUAL` \| `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` \| `FEE` \| `INTEREST` \| `LIABILITY` \| `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" ] } ``` ### Portfolio (experimental) #### Prerequisites Grant access of type _Public_ in the _Access_ tab of _My Ghostfolio_. #### Request `GET http://localhost:3333/api/v1/public//portfolio` **Info:** No Bearer Token is required for authorization #### Response ##### Success ``` { "performance": { "1d": { "relativeChange": 0 // normalized from -1 to 1 }; "ytd": { "relativeChange": 0 // normalized from -1 to 1 }, "max": { "relativeChange": 0 // normalized from -1 to 1 } } } ``` ## Community Projects Discover a variety of community projects for Ghostfolio: https://github.com/topics/ghostfolio Are you building your own project? Add the `ghostfolio` topic to your _GitHub_ repository to get listed as well. [Learn more โ†’](https://docs.github.com/en/articles/classifying-your-repository-with-topics) ## 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 [some ideas](https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3A%22help+wanted%22%20no%3Aassignee), even for [newcomers](https://github.com/ghostfolio/ghostfolio/issues?q=is%3Aissue+is%3Aopen+label%3A%22good+first+issue%22%20no%3Aassignee). Please join the Ghostfolio [Slack](https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg) channel or post to [@ghostfolio\_](https://x.com/ghostfolio_) on _X_. We would love to hear from you. If you like to support this project, become a [**Sponsor**](https://github.com/sponsors/ghostfolio), get [**Ghostfolio Premium**](https://ghostfol.io/en/pricing) or [**Buy me a coffee**](https://www.buymeacoffee.com/ghostfolio). ## Sponsors
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## Analytics ![Alt](https://repobeats.axiom.co/api/embed/281a80b2d0c4af1162866c24c803f1f18e5ed60e.svg 'Repobeats analytics image') ## License ยฉ 2021 - 2026 [Ghostfolio](https://ghostfol.io) Licensed under the [AGPLv3 License](https://www.gnu.org/licenses/agpl-3.0.html). [^1]: Available with [**Ghostfolio Premium**](https://ghostfol.io/en/pricing).