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257 lines
10 KiB
257 lines
10 KiB
<div class="container">
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<div class="mb-5 row">
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<div class="col">
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<h1 class="d-none d-sm-block h3 mb-4 text-center" i18n>
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Frequently Asked Questions (FAQ)
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</h1>
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<p>
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Find quick answers to commonly asked questions about self-hosting
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Ghostfolio in our Frequently Asked Questions (FAQ) section.
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</p>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title>How do I start?</mat-card-title>
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</mat-card-header>
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<mat-card-content>
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If you prefer to run Ghostfolio on your own infrastructure, please
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find the source code and further instructions on
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<a href="https://github.com/ghostfolio/ghostfolio">GitHub</a>.
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</mat-card-content>
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</mat-card>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title
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>Which home server systems is Ghostfolio available
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on?</mat-card-title
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>
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</mat-card-header>
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<mat-card-content>
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The community has made Ghostfolio available on various home server
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systems, including
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<a href="https://github.com/bigbeartechworld/big-bear-casaos"
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>CasaOS</a
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>,
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<a href="https://github.com/lildude/ha-addon-ghostfolio"
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>Home Assistant</a
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>, <a href="https://www.runtipi.io/docs/apps-available">Runtipi</a>,
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<a href="https://truecharts.org/charts/stable/ghostfolio"
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>TrueCharts</a
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>, <a href="https://apps.umbrel.com/app/ghostfolio">Umbrel</a>, and
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<a href="https://unraid.net/community/apps?q=ghostfolio">Unraid</a>.
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</mat-card-content>
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</mat-card>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title>How do I add a new currency?</mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<p>
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Ghostfolio manages currencies automatically based on all the
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recorded activities. If you need an additional currency, you can
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manually enter it.
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</p>
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<ol>
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<li>Open the <i>Admin Control</i> panel</li>
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<li>Navigate to the <i>Market Data</i> section</li>
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<li>Click on the <i>+</i> button</li>
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<li>Switch to <i>Add Currency</i></li>
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<li>Insert e.g. <code>EUR</code> for Euro</li>
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<li>Select <i>Filter by Currencies</i></li>
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<li>Find the entry <i>USDEUR</i></li>
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<li>
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Click the menu item <i>Gather Historical Data</i> in the dialog
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</li>
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</ol>
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</mat-card-content>
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</mat-card>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title
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>How do I resolve
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<i>No exchange rate has been found</i> errors?</mat-card-title
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>
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</mat-card-header>
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<mat-card-content>
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<p>
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In Ghostfolio, you are responsible for providing the relevant
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historical exchange rates. This can be done with a one-time import
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of the data. If you see errors like
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<i
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>Historical exchange rate at 2024-01-01 is not available from
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"EUR" to "USD"</i
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>
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do the following:
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</p>
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<ol>
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<li>Open the <i>Admin Control</i> panel</li>
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<li>Navigate to the <i>Market Data</i> section</li>
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<li>Select <i>Filter by Currencies</i></li>
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<li>Find the entry <i>USDEUR</i></li>
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<li>
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Click the menu item <i>Gather Historical Data</i> in the dialog
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</li>
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</ol>
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</mat-card-content>
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</mat-card>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title>What is the concept of platforms?</mat-card-title>
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</mat-card-header>
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<mat-card-content>
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Platforms are used to group multiple accounts, such as a savings
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account and a trading account at the same bank. By assigning accounts
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to the same platform, they are displayed with a unified icon and you
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gain insights into platform-specific risks.
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</mat-card-content>
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</mat-card>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title>How do I add a new platform?</mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<ol>
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<li>Open the <i>Admin Control</i> panel</li>
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<li>Navigate to the <i>Settings</i> section</li>
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<li>Click on the <i>Add Platform</i> button</li>
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</ol>
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</mat-card-content>
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</mat-card>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title>How do I add a new tag?</mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<ol>
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<li>Open the <i>Admin Control</i> panel</li>
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<li>Navigate to the <i>Settings</i> section</li>
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<li>Click on the <i>Add Tag</i> button</li>
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</ol>
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</mat-card-content>
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</mat-card>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title>Which data providers are supported?</mat-card-title>
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</mat-card-header>
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<mat-card-content
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><code>COINGECKO</code>, <code>MANUAL</code> and
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<code>YAHOO</code> are officially supported while all other data
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providers are considered experimental.</mat-card-content
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>
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</mat-card>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title>How do I set up a benchmark?</mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<p>
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To compare your performance with benchmarks (see
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<i>Compare with...</i>) like <i>Bitcoin</i>, <i>Gold</i>, or the
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<i>S&P 500</i>, follow these steps.
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</p>
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<ol>
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<li>Open the <i>Admin Control</i> panel</li>
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<li>Navigate to the <i>Market Data</i> section</li>
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<li>Choose an asset profile</li>
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<li>In the dialog, check the <i>Benchmark</i> box</li>
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</ol>
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</mat-card-content>
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</mat-card>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title>How do I add a custom asset?</mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<p>
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If you want to track an asset that is not available from any data
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provider, you can create a custom asset as follows.
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</p>
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<ol>
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<li>Open the <i>Admin Control</i> panel</li>
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<li>Navigate to the <i>Market Data</i> section</li>
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<li>Create an asset profile</li>
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<li>Select <i>Add Manually</i> and enter a unique symbol</li>
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<li>Edit your asset profile</li>
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<li>Add a new activity by searching for the symbol</li>
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</ol>
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</mat-card-content>
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</mat-card>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title>How do I set up <i>Markets</i>?</mat-card-title>
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</mat-card-header>
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<mat-card-content>
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<p>The <i>Markets</i> list is derived from your <i>Benchmarks</i>.</p>
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<ol>
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<li>Open the <i>Admin Control</i> panel</li>
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<li>Navigate to the <i>Market Data</i> section</li>
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<li>Choose an asset profile</li>
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<li>In the dialog, check the <i>Benchmark</i> box</li>
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</ol>
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<p>
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Please note: Data is cached, meaning changes may take a few minutes
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to appear.
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</p>
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</mat-card-content>
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</mat-card>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title>Which devices are supported?</mat-card-title>
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</mat-card-header>
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<mat-card-content
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>Ghostfolio works in every modern web browser on smartphones, tablets
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and desktop computers.</mat-card-content
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>
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</mat-card>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title
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>Is there a mobile app for the self-hosting version of Ghostfolio
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available in the app store?</mat-card-title
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>
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</mat-card-header>
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<mat-card-content
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>No, there is no mobile app for the self-hosting version of Ghostfolio
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available in the app store. However, you can add the web app to your
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home screen (e.g. by selecting <i>Add to Home screen</i> in
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<i>Google Chrome</i>), which provides the same user
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experience.</mat-card-content
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>
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</mat-card>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title
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>What is the best approach to managing backups?</mat-card-title
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>
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</mat-card-header>
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<mat-card-content
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>It is suggested to regularly back up your data by utilizing full
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database dumps.</mat-card-content
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>
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</mat-card>
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<mat-card appearance="outlined" class="mb-3">
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<mat-card-header>
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<mat-card-title>Got any other questions?</mat-card-title>
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</mat-card-header>
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<mat-card-content
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>Please join the Ghostfolio
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<a
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href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
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title="Join the Ghostfolio Slack community"
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>Slack </a
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>community, post to
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<a
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href="https://x.com/ghostfolio_"
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title="Post to Ghostfolio on X (formerly Twitter)"
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>@ghostfolio_</a
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>
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or start a discussion at
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<a
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href="https://github.com/ghostfolio/ghostfolio"
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title="Find Ghostfolio on GitHub"
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>GitHub</a
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>.</mat-card-content
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>
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</mat-card>
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</div>
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</div>
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</div>
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