Self hosted portfolio tracking
Is anyone aware of any self hosted portfolio tracking software?
Something like TradingView or Yahoo Finance, where I can input my trades, and track tickers.
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I've not yet given it a go, but been meaning to try Ghostfolio
Just played around with the demo, and looks very promising.
I've been running it for a while now and it is really good. The annoying bit is that you have to roll your own import flow to get your portfolio data in. And many brokerages do not make it easy to get that data in a reasonable format.
I don't really mind that, happy to input my own trades (as they're very infrequent as an ETF investor).
That has been on my list too. May give it a go tonight.
@OpenAltFinder I'm using Portfolio Performance, which is a Java desktop application based on Eclipse.
https://www.portfolio-performance.info/en/
This is the way. It's a local application though, but then again, I don't see why you'd want to server-host this in the first place. Sync the database via Syncthing or Nextcloud and you're good to go.
I second this. Great software!
A friend of mine is building something like that but it's still very early days, also I think it's limited to eToro I think. Usually APIs are available so maybe there's a possibility to whip something up yourself
The problem is access to market data. You are not going to find reliable (free) APIs for all the shares you want, never mind mutual funds etc.
If anyone knows options for UK/US data that is likely to remain free for year then let me know!
You can just scrape brokers websites of course, but it gets funky when there are splits/reverse splits/mergers.
If it's specifically portfolio/investments you're after, Ghostfolio is the popular self-hosted pick and it's good.
Mine's another option (disclosure: I'm the dev), Finlynq, AGPL, docker + postgres. It does lot-level cost basis, realized gains by tax year, dividends, and multi-currency with historical FX. Bonus: built-in MCP server so you can ask an AI assistant about the portfolio directly. Self-host or hosted.
Vs ghostfolio it's broader (full budgeting/accounts too, not just investments) but younger. Actively developed, so if there's a portfolio feature or broker import you'd need, I can bump it. Repo: github.com/finlynq/finlynq
It's been a while since I used it, but I think kmymoney has some basic features in that direction.