Ghostfolio is the best open source portfolio tracker if you want a web app on your own server, Wealthfolio if you want desktop and phone apps with your data in a local file, and Portfolio Performance if you want the most detailed return figures. Rotki is the one for crypto, Sure puts net worth next to a budget, and Beancount with Fava suits plain-text accounting. All six are free to run. If you’d rather not run anything yourself, AllInvestView is the hosted option: free for your first 10 holdings, with broker sync from $6.99 a month billed annually.
Six reasons people go looking for one, and the project that answers each.
Ghostfolio
One Docker install, a clean dashboard in any browser, and a $48 a year hosted plan if you tire of the server.
Desktop and phone, data in a local file
Wealthfolio
Apps on every computer and phone, with everything kept in a local database you own.
The most detailed return figures
Portfolio Performance
True time-weighted return and IRR, benchmarks, and PDF importers for many European brokers.
Crypto, wallets and DeFi
Rotki
Reads exchanges and wallet addresses, then works out taxable profit and loss.
Net worth and a budget together
Sure
The community fork of Maybe Finance, with spending, accounts and investments in one place.
Books you can audit line by line
Beancount + Fava
Double-entry accounting in a plain text file, with Fava as the web interface.
How each one runs, how your trades get in, what it covers and what the optional paid part costs.
| Project | How it runs | How your trades get in | What it covers | Paid option |
|---|---|---|---|---|
| GhostfolioSelf-hosted web app
AGPL-3.0
WebsiteSource code |
A web app you run with Docker and open from any browser, including on your phone. The maintainer also hosts it for you as Premium | Typed in, a CSV or JSON file in Ghostfolio’s own layout, or an experimental AI import that reads other brokers’ files, PDFs and images | Stocks, ETFs, crypto, bonds, cash and valuables, with dividends and benchmarks | Free to self-host; hosted Premium $48 a year |
| WealthfolioDesktop and phone app, local-first
AGPL-3.0
WebsiteSource code |
Apps for macOS, Windows, Linux, iOS and Android, or a self-hosted web version in Docker | Typed in, or CSV with ready mappings for Schwab, Fidelity, Vanguard and IBKR. Broker sync with a paid Connect plan | Stocks, ETFs, funds, crypto, bonds, options, cash and property, with time-weighted and money-weighted returns | App free; Connect backups and device sync from $2.99 a month, broker sync from $7.99 a month or $79 a year |
| Portfolio PerformanceDesktop app
EPL-1.0
WebsiteSource code |
A desktop app for Windows, macOS and Linux. A companion phone app opens your file to view it | Typed in, CSV, Interactive Brokers Flex Query, and PDF statements from brokers such as DEGIRO, Trade Republic and Scalable | Stocks, ETFs, crypto and cash, with bonds as generic securities. True time-weighted return, IRR and benchmarks | Desktop free; phone dashboards with Premium, $3 a month or $25 a year on the US App Store |
| RotkiCrypto portfolio and accounting
AGPL-3.0
WebsiteSource code |
A desktop app for Windows, macOS and Linux, or Docker to open it in a browser | Exchange API keys for Kraken, Binance, Coinbase and others, wallet addresses, or CSV exports | Crypto, NFTs, DeFi and staking, other assets as manual balances. Taxable profit and loss under FIFO, LIFO, HIFO or ACB | Free with limits; paid plans from €9 a month |
| SureNet worth and budgeting, the Maybe Finance fork
AGPL-3.0
WebsiteSource code |
A web app you run with Docker. Companion phone apps are in testing | Typed in, CSV or QIF, statement PDFs read by AI, and bank, broker and exchange connections, some of them paid | Stocks, ETFs, funds, crypto, bonds, cash and property, next to spending and budgets | Free; no hosted plan from the project yet |
| Beancount + FavaPlain-text accounting
GPL-2.0 / MIT
WebsiteSource code |
Python on your computer, with Fava serving the web interface locally | Written into a text file, or through importers you set up for CSV and other files | Any holding, with lots and cost basis. Portfolio returns need extra scripts | Free; the projects take donations |
 AllInvestViewHosted portfolio tracker |
In any browser, plus iOS and Android apps. Nothing to install, host or update | Broker sync with Interactive Brokers, Schwab, Fidelity, Trading 212, DEGIRO and more on paid plans, or any broker’s CSV or Excel file | Stocks, ETFs, funds, bonds with yield to maturity, options with Greeks, crypto, cash and property. Tax filing packs for 18 countries | Free for 10 holdings; from $6.99/month billed annually, or $497 once |
GhostfolioSelf-hosted web app
WealthfolioDesktop and phone app, local-first
Portfolio PerformanceDesktop app
RotkiCrypto portfolio and accounting
SureNet worth and budgeting, the Maybe Finance fork
Beancount + FavaPlain-text accounting
AllInvestViewHosted portfolio tracker
The real choice behind open source: whose machine holds your records, and who looks after it.
Your records sit in a file or database on your own disk. Nobody else holds a copy unless you set one up.
One copy you open from every device, as long as the server is up and you can reach it.
Sign in from anywhere and it works. You trade some control for having nothing to maintain.
Pick what you need. Trackers that cannot do all of it step back.
All 7 trackers shown.
| Tracker | Runs on your own hardware | Phone app | Broker or exchange sync | Stocks and ETFs | Crypto | Bonds | Options | Time-weighted return or IRR | Capital gains report |
|---|---|---|---|---|---|---|---|---|---|
| Ghostfolio |
Built in | Partly | –Not available | Built in | Built in | Partly | –Not available | –Not available | –Not available |
| Wealthfolio |
Built in | Built in | Built in | Built in | Built in | Partly | Partly | Built in | Partly |
| Portfolio Performance |
Built in | Partly | –Not available | Built in | Built in | Partly | –Not available | Built in | Partly |
| Rotki |
Built in | Partly | Built in | Partly | Built in | –Not available | –Not available | –Not available | Built in |
| Sure |
Built in | Partly | Built in | Built in | Built in | Partly | –Not available | Built in | Partly |
| Beancount + Fava |
Built in | –Not available | –Not available | Built in | Partly | Partly | Partly | Partly | Partly |
| AllInvestView |
–Not available | Built in | Built in | Built in | Built in | Built in | Built in | Built in | Built in |
Ghostfolio
Not available: Broker or exchange sync, Options, Time-weighted return or IRR, Capital gains report
Wealthfolio
Portfolio Performance
Not available: Broker or exchange sync, Options
Rotki
Not available: Bonds, Options, Time-weighted return or IRR
Sure
Not available: Options
Beancount + Fava
Not available: Phone app, Broker or exchange sync
AllInvestView
Not available: Runs on your own hardware
built in partly: limited, view-only or extra work – not available
The software is free. These are the jobs that come with it.
Desktop apps install like any program. Ghostfolio and Sure run as Docker containers with a PostgreSQL database, and every new release is yours to pull. These projects ship often: five of the six put out a release in October 2026.
Your file or database is the only copy until you back it up. Wealthfolio Connect and Rotki’s paid plans add encrypted cloud backups; everywhere else that job is yours.
Without a broker connection, each buy, sale, dividend and split arrives by hand or from a file you download. Portfolio Performance’s PDF importers save the most typing, and Ghostfolio is testing an AI import for other brokers’ files.
A desktop file stays on that desktop. Portfolio Performance’s phone app reads a copy you sync through your own cloud storage. A self-hosted web app has to be reachable outside your home network, which means a VPN or putting it on the internet.
AllInvestView isn’t open source. It’s a hosted tracker for people who want the same view of their money without a server to run, a file to back up or trades to type in.
Load a broker export in a layout the importer has never seen, semicolons and German headers included. It works out which column is the date, the quantity, the price and the fee, finds each instrument from its ISIN, and asks you about any row it cannot match.
See how importing worksAllInvestView
Each bond keeps its own coupon, maturity and yield to maturity. The bond book adds up market value, the coupons due in the next 12 months, total return and the next bond to mature.
See bond trackingAllInvestView
In Germany the filing pack fills Anlage KAP and KAP-INV, including the Vorabpauschale on accumulating funds after the partial exemption. Filing packs cover 18 countries on paid plans, and the free tax report applies capital gains rules for 17.
See the German tax reportAllInvestView
Ghostfolio if you want a web app on your own server, Wealthfolio if you want desktop and phone apps with your data in a local file, and Portfolio Performance for the most detailed return figures. Rotki is the one for crypto, Sure for net worth next to a budget, and Beancount with Fava for plain-text accounting.
Ghostfolio is a web app you run on a server and open from any browser, so the same dashboard is on every device. Portfolio Performance is a desktop program with deeper return figures, benchmarks and PDF importers for many European brokers, and its phone app only views your file. Choose Ghostfolio for access everywhere and Portfolio Performance for analysis.
Some can. Wealthfolio connects brokers through its paid Connect plan, Rotki reads exchanges through API keys and wallets by address, and Sure has bank, broker and exchange connections, some of them paid. Ghostfolio, Portfolio Performance and Beancount work from files and manual entry.
Wealthfolio records options with strike, expiry and multiplier, and bonds with coupon and maturity. Ghostfolio, Portfolio Performance and Sure hold bonds as ordinary securities. AllInvestView works out yield to maturity and duration for each bond and shows the Greeks on every option.
It can be the most private setup there is, because your records never leave hardware you control. It’s only as safe as the upkeep, though: updates, backups and how you reach it from outside your home network are all on you.
No. It’s a hosted service, so there’s nothing to install, back up or update. Broker connections are read-only, you can export your holdings and trades at any time, and we never sell your data. The free plan covers your first 10 holdings.
Free for your first 10 holdings. No card needed.
Projects, licences and prices were checked on each project's own website and source repository on 23 October 2026. AllInvestView has no affiliation with any of them. This comparison is for information only and is not financial, tax or investment advice. © 2026 AllInvestView.