Ghostfolio & Self-Host Portfolio Trackers

The OSS portfolio-tracking landscape grew up dramatically 2022–26. Ghostfolio is the modern self-host default; Portfolio Performance is the mature European desktop pick; Maybe Finance went OSS after closing its SaaS; Wealthfolio is the rising Tauri-based newcomer. All free OSS. For investment research see OpenBB; for crypto-tracking specifically see Rotki & Crypto Tracking; for the budget side see Actual Budget; for plain-text accounting see Beancount + Fava; for the comprehensive web app see Firefly III Deep; for the broader self-host index see Self-Hosted Personal Apps; for the FIRE-projection layer see FIRE Projections; for education see Bogleheads & FI Education.

The 2026 lineup

• ★ ★ Ghostfolio — free OSS (AGPLv3); the modern self-host portfolio tracker; web app; Node + Postgres; great UI; multi-currency; Bitcoin + crypto support; benchmarking.
  • https://github.com/ghostfolio/ghostfolio
  • Hosted: https://ghostfol.io/ (paid + free trial; or self-host free)
• ★ Portfolio Performance — free OSS (EPL); Java desktop; mature, deep, especially strong for European investors (UCITS funds, multi-currency). Heavyweight; great if you can stand a Java desktop UI.
  • https://www.portfolio-performance.info/
  • https://github.com/buchen/portfolio
• ★ Maybe Finance — free OSS (AGPLv3); went OSS in 2024 after closing its SaaS; modern UI; Ruby on Rails; community-revived with regular merges.
  • https://github.com/maybe-finance/maybe
• Wealthfolio — free OSS (AGPLv3); newer; Tauri-based desktop app (cross-platform Rust + JS); rising 2024–26.
  • https://github.com/AFutureD/wealthfolio (verify upstream URL)
  • https://wealthfolio.app/
• PortfolioView — free OSS; smaller community.
• Markets.sh — free + paid; hosted-with-OSS-roots.

What they do

• ★ Track holdings + cost basis + dividends + lots.
• ★ Multi-currency, multi-account.
• ★ Performance vs benchmark (S&P 500, MSCI, custom).
• ★ Allocation (asset class, sector, geography).
• ★ Net worth view; integrates manual non-portfolio assets.
• ★ Crypto holdings (Ghostfolio + Maybe + Portfolio Performance handle BTC/ETH).

Pick by lifestyle

• ★ Want a beautiful self-host web app, OSS: Ghostfolio.
• European investor, UCITS funds, want depth: Portfolio Performance.
• Want a modern Rails app and you'd rather contribute code: Maybe Finance.
• Cross-platform Tauri desktop, lightweight: Wealthfolio.

Self-host deployment (Ghostfolio)

• ★ Docker Compose — official; Postgres + Redis + Ghostfolio.
• PikaPods / Coolify / Dokploy — managed self-host PaaS.
• k8s helm chart — community.
• Hosted SaaS — paid tier at ghostfol.io if you'd rather pay.

Data sources / price feeds

• ★ Yahoo Finance — free; flaky; default in many trackers.
• ★ AlphaVantage — free tier (5 reqs/min); paid above.
• CoinGecko — free crypto.
• EOD Historical Data — paid; broader.
• IEX Cloud — paid (post-2024 sunset of some free tiers); check status.
• Manual price entry — always supported.
• Currency rates — ECB, exchangerate.host, openexchangerates.

Importing existing portfolio data

• CSV import — every tracker supports it; export from broker / bank.
• OFX / QFX — broker-export format.
• Trade history reports — Schwab / Fidelity / Vanguard / IBKR all export trade history.
• Beancount → Ghostfolio — community scripts; Beancount holds primary record, Ghostfolio renders.
• Manual — for off-platform / private investments / RSU lots.

Benchmarking + Bogleheads-style analysis

• ★ Track total return + dividend yield + expense-ratio-weighted average.
• ★ Compare to a Boglehead three-fund benchmark (VTSAX/VTIAX/VBTLX or VT/BND).
• ★ Watch tax-cost ratio + churn — see Bogleheads & FI Education.

Pair with the rest of your stack

• Budgeting — Actual Budget for the day-to-day; portfolio tracker for the wealth side.
• Plain-text — Beancount holds the source of truth, Ghostfolio is a viewer.
• Comprehensive single web app — Firefly III for transactions + Ghostfolio for portfolio.
• FIRE projections — feed Ghostfolio's net worth to ProjectionLab / cFIREsim (FIRE Projections).
• Crypto-heavy — Rotki for the crypto half (Rotki & Crypto Tracking).

License / pricing

• Ghostfolio, Portfolio Performance, Maybe Finance, Wealthfolio, PortfolioView: free OSS.
• Ghostfolio Cloud (hosted): paid + free trial; not required.
• Markets.sh: free + paid.
• Price feeds: free tiers usually adequate; paid for high-volume.

Pick this if…

• Default 2026 self-host portfolio tracker: Ghostfolio.
• European, want depth + UCITS + Java desktop: Portfolio Performance.
• Want a modern Rails app and don't mind newer: Maybe Finance.
• Cross-platform Tauri lightweight desktop: Wealthfolio.
• Already on Beancount: Ghostfolio is the natural complement; Beancount is source of truth.
• Crypto-heavy: add Rotki to the mix.
• Want hosted SaaS, no self-host: Ghostfolio Cloud, or Empower for free net-worth dashboards.