Ghostfolio and AllInvestView
Both tools track investments. Ghostfolio can run on your own server. AllInvestView is a managed service.
Ghostfolio
Open-source portfolio tracker you can run on your own server, or use through the hosted Ghostfolio Premium service.
AllInvestView
FeaturedManaged tracker for stocks, funds, bonds, options, crypto and property, with broker sync and capital gains reports for fourteen countries.
What Ghostfolio Offers
Ghostfolio publishes its source code, runs on hardware you control and has no recurring software fee when you host it yourself.
Where Ghostfolio Shines
- Fully open-source on GitHub–auditable, forkable, no vendor lock-in
- Self-hostable on a server you control
- Free forever when self-hosted–no feature gates
- Browser-based dashboard on self-hosted and managed accounts
- Active developer community with regular updates
- Your financial data stays on your infrastructure
What Ghostfolio does not cover
- Self-hosting leaves server updates, database backups and security maintenance with you
- No capital gains tax reports
- Bonds are basic holdings without yield or duration
- Options are not covered
- Limited automated broker sync compared to dedicated SaaS trackers
- Support is GitHub Issues unless you pay for hosted Premium, which adds email and chat
- No built-in portfolio assistant; its experimental connection only lets outside tools read a portfolio and import activities
What AllInvestView Adds
AllInvestView adds capital gains reports by country, bonds priced off the government yield curve, options with Greeks and direct broker sync. The service runs the infrastructure and price feed.
Portfolio and Reporting Tools
- Tax reports across borders: Built-in country presets for US, UK, Germany, Spain, France, Italy, Canada, Australia, Ireland, Sweden, Denmark, Switzerland. Plus a configurable rule engine for any other jurisdiction. FIFO, LIFO, average cost, and specific identification.
- Bond mathematics: Coupon and maturity support government-curve pricing plus yield, duration, convexity and accrued interest.
- Options analytics: Calls, puts and multi-leg strategies carry current Greeks, with covered call and cash-secured put calculations.
- Broker auto-sync: Read-only auto-sync covers 30+ brokerages. Examples include Interactive Brokers, Schwab, Fidelity, Robinhood, Trading 212, DEGIRO, Public, Wealthsimple, eToro, AJ Bell and BUX. Accounts refresh nightly.
- Flexible imports: Broker files and copied records can preserve complete transaction history without fixed columns.
- AI portfolio assistant: Natural-language queries like "show me my biggest sector exposure" or "how much dividend will I receive next month".
- Real estate, custom assets: Property includes rental income, cap rate and NOI, while private equity, art and collectibles can remain in the same portfolio.
- Spain Modelo 720: Auto-generates the Spanish foreign asset declaration form.
- Lifetime payment option: One-time fee eliminates recurring subscription costs entirely.
If you move from Ghostfolio: AllInvestView uses read-only broker connections and encrypts stored data. We run the service for you. It includes tax reports, bond and option analytics, broker sync and customer support.
Asset Class Support
Stocks, ETFs and mutual funds are handled on both. AllInvestView covers 200,000+ assets across 80+ global exchanges with native ticker and ISIN search; Ghostfolio lets the operator configure its price feeds.
Bonds sit as generic holdings with a value, without yield to maturity, duration, coupon schedule or accrued interest.
Values each coupon and principal payment against the government curve, then shows YTM, modified duration, convexity, accrued interest, the ladder and future coupon dates.
Options are not covered, so contracts, strikes and expiries have no place to go.
Records contracts with current Greeks, groups covered calls, cash-secured puts and multi-leg strategies, and shows payoff diagrams and assignment risk.
Tracks major cryptocurrencies through its configured price feed. Transactions are entered manually or imported from a CSV file.
Major cryptocurrency pairs receive current prices, and exchange exports can become transaction history.
No native real estate or custom asset support.
Property tracking with rental income, cap rate, NOI and cash-on-cash return. Custom assets (collectibles, private equity, art, fine wine) with manual price updates.
Tax Reporting Depth
Ghostfolio does not generate capital gains tax reports for any jurisdiction. Users export raw transactions and process them through external tools or spreadsheets.
- Built-in country presets: Capital gains calculations cover fourteen jurisdictions
- Configurable rule engine: Other countries can use custom tax rates, brackets, wash sale windows and dividend withholding rules
- Cost basis methods: FIFO, LIFO, Average Cost and Specific Identification
- Progressive brackets: Multi-tier rates with itemized breakdown per holding
- Long-term discounts: Australian 50% CGT discount for holdings over 12 months applied automatically
- Wash sale rules: Configurable window per jurisdiction (default 30 days for US)
- Loss carryforward: Multi-year tracking with annual deduction caps
- Spain Modelo 720: Foreign asset declaration auto-generated
- Output formats: PDF summaries, Excel workbooks, raw CSV
If tax reporting matters: Ghostfolio leaves this out. If your country taxes capital gains, you work the figure out elsewhere.
Getting Your Data In
Ghostfolio supports manually recorded trades and CSV files in a defined column format. Community connectors cover some brokers, but native broker sync is limited compared with dedicated hosted trackers. A mix of files and manual records is needed outside that coverage.
- Direct broker sync: Read-only accounts at Interactive Brokers, Charles Schwab, Fidelity, Robinhood, Webull, Trading 212, DEGIRO, Public, Wealthsimple, AJ Bell, BUX, eToro and more than 15 others refresh nightly.
- Flexible files: Any broker CSV can retain its dates, instruments, quantities, prices and fees.
- Recognized exports: Exports from more than 50 sources retain their full trading history.
- Recurring file sources: A custom layout remains usable for future exports.
- Manual records: More than 200,000 instruments are available for records outside files and connected accounts.
Inside AllInvestView
Exporting your data
Ghostfolio keeps transaction history on your own server. It exports activities as JSON in the same shape its import API accepts.
AllInvestView exports filtered holdings to a spreadsheet, underlying fund exposure to CSV, tax reports to PDF, Excel or CSV, and analytics to PDF. Every format is available without a request or waiting period.
Closing an AllInvestView account starts a 30-day recovery period, after which its records are deleted permanently.
AllInvestView
Bond pricing and analytics
Ghostfolio does list bonds among the assets it handles, and its features page describes managing investments in bonds and other fixed income. In Ghostfolio records it as a holding with a manually supplied price. That price becomes stale when a broker stops quoting it.
AllInvestView prices bonds in USD, EUR, GBP, CAD and AUD from the government curve for each currency. The US dollar uses Treasury rates and the others use their central bank. The result includes the implied credit spread over that benchmark.
The bond report holds the rest of the arithmetic: yield to maturity, duration, convexity, interest accrued to date and the coupon dates still ahead.
AllInvestView
Dedicated options records
Ghostfolio does not support options. A generic holding does not record the contract's strike or expiry.
Options have their own dashboard. Premium received reduces cost basis. Rolls, assignments and expiries are recorded as option events. The dashboard detects wheel sequences and shows daily theta beside the open count. Open positions are shown against the price of the underlying they are written on.
On the free tier, the 10 holding limit counts stock positions, and an option contract does not consume one.
AllInvestView
Returns between dates you choose
Ghostfolio reports rate of return over Today, WTD, MTD, YTD, 1Y, 5Y and Max, and compares it with a benchmark. For any other period, AllInvestView lets you choose exact start and end dates.
Any dated span returns its money-weighted performance, gain in currency and income yield.
A position opened in March can be measured through May, alongside the rest of the portfolio for the same period.
AllInvestView
Your portfolio on a past date
A tax return or valuation may need your portfolio on one past date. An export alone does not rebuild that view.
Any past date restates balances, total return, IRR and dividends. The allocation lists the holdings and weights from that date. Positions opened afterwards are not included.
It is rebuilt from transaction history rather than read from a stored snapshot. Later corrections to old history flow through every past date.
AllInvestView
Statement reconciliation
Ghostfolio lets outside assistant tools read a portfolio and import activity under limited permissions. This needs a separate tool and access token.
The AllInvestView assistant accepts CSV or Excel exports, PDF statements, position photos and copied rows. Each format becomes portfolio history.
It also reconciles a statement against existing history, separating matches, missing records and quantity or price disagreements.
AllInvestView
Feature Grid
| Capability | Ghostfolio | AllInvestView |
|---|---|---|
| Stock and ETF tracking | ||
| Open source / self-hostable | ||
| Free without setup | ||
| Capital gains tax reports | ||
| Bond yield calculations (YTM, duration) | ||
| Options with Greeks | ||
| Crypto tracking | ||
| Real estate / custom assets | ||
| Auto broker sync (30+ brokers) | ||
| CSV import for any layout | ||
| AI portfolio assistant | ||
| Monte Carlo, Efficient Frontier, VaR | ||
| Customer support | ||
| Privacy: data on your own server | ||
| Lifetime payment option |
Prices
Ghostfolio cost reality:
- Software: $0 if self-hosted; or pay for Ghostfolio Premium hosted (see their pricing page for current rates)
- Server hosting (self-host): $5-10/month for a small VPS = $60-120/year
- Domain + SSL (if you want HTTPS): $10-15/year
- Server upkeep, backups and updates remain your responsibility
AllInvestView cost reality:
- Free tier: $0 forever for up to 10 holdings
- Starter: $6.99/month (annual billing)–25 holdings, broker sync
- Advanced: $11.99/month (annual billing)–unlimited holdings, tax reports, 30+ year history (most popular)
- Lifetime Deal: $497 one-time, permanent access
- Updates, backups and infrastructure are included
Managed Tracking Without Server Work
Free tier covers up to 10 holdings. Trial premium features for 14 days. If you came from Ghostfolio for the privacy ethos, you'll find the same principles here–no ads, no data selling, read-only broker connections.
Which Setup Fits
AllInvestView covers the portfolio record you use Ghostfolio for:
- Holdings, trades, allocation and performance stay together. There are no ads, your data is not sold, and broker connections are read-only. You can export CSV, Excel or PDF files.
- You can reconcile broker records, choose dates for returns and view past holdings. Support can check the source file when a number is wrong.
- Also included are bonds with YTM, duration and coupon schedules, options with Greeks and strategy P&L, and capital gains reports for 14 jurisdictions
Ghostfolio can run on your own hardware. Its source is published under AGPLv3. You can sign up with a security token instead of an email address. The self-hosted tier stays free at any size.
Questions Answered
Is Ghostfolio really free?
Ghostfolio is free when you run it on your own server, with server updates, database backups and security maintenance left to you. Ghostfolio also offers a paid Premium hosted service. AllInvestView has a free tier with no server setup.
Does Ghostfolio support tax reports?
No. Ghostfolio has no capital gains tax report. AllInvestView has presets for 14 jurisdictions plus a configurable rule engine, with FIFO, LIFO, HIFO, average cost and specific identification where applicable.
Can Ghostfolio track bonds, options, and real estate?
Ghostfolio supports stocks, ETFs and crypto, and records bonds as generic holdings without yield, duration or coupon analytics. AllInvestView prices bonds off the government yield curve, tracks option contracts with Greeks, and records property with rental income.
What's the best Ghostfolio alternative without self-hosting?
AllInvestView tracks your portfolio without ads or data selling. It also has exports and read-only broker links. You can track bonds, options and property, and prepare tax reports from the same account. The account also provides direct broker sync, returns for chosen dates and past-date holdings.
How do I migrate from Ghostfolio to AllInvestView?
Export activities from the Ghostfolio profile page. That file can rebuild the transaction history in AllInvestView, including dates, instruments, quantities, prices and fees.
Does AllInvestView protect my data the same way Ghostfolio does?
AllInvestView encrypts account data, does not store brokerage passwords, uses read-only connections, does not sell user data and runs without ads. Ghostfolio keeps the additional option of storing the records on your own server.
Does Ghostfolio have automatic broker sync?
Ghostfolio transactions are entered by hand or imported as a file. AllInvestView connects supported brokerages with read-only access and refreshes holdings nightly.
Which platform is better for European investors?
AllInvestView has capital gains presets for Germany, Spain, France, Italy, Ireland, Sweden, Denmark and Switzerland, plus Spain's Modelo 720. Ghostfolio tracks European stocks but does not generate a capital gains report.