Platform Snapshots
Both tools track investments—but they take fundamentally different approaches to where your data lives, who maintains the software, and what features ship out of the box.
Ghostfolio
Open-source portfolio tracker built with TypeScript, NestJS, PostgreSQL, and Angular. Self-host on your own infrastructure with Docker, or use Ghostfolio Premium hosted by the maintainers.
AllInvestView
FeaturedManaged multi-asset tracker covering bonds (with QuantLib YTM), options (with Greeks), crypto, real estate, and stocks. Tax reports with 12 country presets plus configurable rules for any jurisdiction. 30+ broker auto-sync integrations.
Evaluating Ghostfolio
Ghostfolio's appeal is straightforward: open-source code on GitHub, self-hostable on a Raspberry Pi or any Docker host, and zero recurring fees if you run it yourself. For developers and privacy advocates, it ticks the right boxes.
Where Ghostfolio Shines
- Fully open-source on GitHub—auditable, forkable, no vendor lock-in
- Self-hostable via Docker on any server you control
- Free forever when self-hosted—no feature gates
- Modern UI built with Angular and a clean dashboard
- Active developer community with regular updates
- Your financial data stays on your infrastructure
Where Ghostfolio Falls Short
- Self-hosting requires Docker, PostgreSQL, Redis, and ongoing maintenance
- Zero capital gains tax reports for any jurisdiction
- No bond mathematics—treats fixed income as basic holdings
- Options trading is unsupported
- Limited automated broker sync compared to dedicated SaaS trackers
- No customer support—community help only via GitHub Issues
- No AI assistant or natural-language portfolio queries
Hidden cost of self-hosting: A "free" tracker that requires you to maintain Docker containers, database backups, security patches, SSL certificates, and uptime monitoring isn't actually free—it costs your time. Server hosting on a small VPS runs $5-10/month. Multiply by the hours spent on maintenance.
Evaluating AllInvestView
AllInvestView ships features Ghostfolio's roadmap doesn't currently address: tax reports across multiple countries, professional bond analytics, options with Greeks, broker sync, and a managed platform that requires no setup.
Notable Capabilities
- 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: QuantLib-powered yield-to-maturity, modified duration, convexity, accrued interest, and bond ladder visualization—features rare in open-source trackers.
- Options analytics: Track calls, puts, multi-leg strategies. Real-time Greeks (Delta, Gamma, Theta, Vega, Rho). Covered call and cash-secured put calculators.
- Broker auto-sync: 30+ brokerages via SnapTrade including Interactive Brokers, Schwab, Fidelity, Robinhood, Trading 212, DEGIRO, Questrade, Wealthsimple, Trade Republic, Revolut, eToro, comdirect. Read-only, nightly automatic refresh.
- Magic Import (AI-assisted): Paste any broker CSV and an AI model maps columns automatically—no manual configuration per source.
- 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: Track property with rental income, cap rate, and NOI. Add anything illiquid (private equity, art, collectibles) as a custom asset.
- Spain Modelo 720: Auto-generates the Spanish foreign asset declaration form.
- Lifetime payment option: One-time fee eliminates recurring subscription costs entirely.
For Ghostfolio users considering migration: If you originally chose Ghostfolio for privacy reasons, AllInvestView shares the same principles—no ads, no data selling, read-only broker connections, encryption at rest. The trade-off is your data lives on managed infrastructure rather than your own server, in exchange for tax reports, bond/options analytics, broker sync, and customer support.
Asset Class Support
Equities and Funds
Both platforms handle stocks, ETFs, and mutual funds. AllInvestView covers 200,000+ assets across 80+ global exchanges with native ticker and ISIN search. Ghostfolio handles equities through its configurable market data providers.
Fixed Income Instruments
Ghostfolio: Treats bonds as generic holdings. No yield-to-maturity calculations, no duration analysis, no coupon schedule tracking, no accrued interest computations.
AllInvestView: Purpose-built bond tools backed by QuantLib—the same library used by professional fixed income desks. Calculates YTM, modified duration, convexity, accrued interest. Visualizes bond ladders. Tracks coupon payment schedules.
Derivative Contracts
Ghostfolio: Options are unsupported. No way to record contracts, strike prices, or expiration dates.
AllInvestView: Full options suite. Tracks contracts with real-time Greeks. Recognizes covered calls, cash-secured puts, and multi-leg strategies. Includes payoff diagrams and assignment risk visualizations.
Digital Assets
Ghostfolio: Crypto tracking via market data integration. Solid for major coins; relies on manual entry or basic CSV import for transactions.
AllInvestView: Direct crypto tracking with real-time pricing for major pairs (BTCUSD, ETHUSD, etc.). Smart CSV import handles exports from any exchange.
Real Estate and Custom Assets
Ghostfolio: No native real estate or custom asset support.
AllInvestView: 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
This is the largest gap between the two platforms.
Ghostfolio Tax Tools
None. Ghostfolio does not generate capital gains tax reports for any jurisdiction. Users must export raw transactions and process them through external tools or spreadsheets.
AllInvestView Tax Tools
- Built-in country presets: US, UK, Germany, Spain, France, Italy, Canada, Australia, Ireland, Sweden, Denmark, Switzerland
- Configurable rule engine: Add any other country with custom tax rates, brackets, wash sale windows, and dividend withholding rules
- Cost basis methods: FIFO (default), LIFO, Average Cost, Specific Identification (pick & choose)
- 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 simply doesn't address this need. For any investor with a meaningful portfolio in a jurisdiction that taxes capital gains, the absence is significant.
Getting Your Data In
Ghostfolio Import Methods
Ghostfolio supports manual transaction entry through its UI and CSV imports with a defined column format. Some users have built community connectors for specific brokers, but native broker auto-sync is limited compared to dedicated SaaS trackers. Most users end up with a hybrid manual + CSV workflow.
AllInvestView Import Methods
- SnapTrade auto-sync: Direct read-only connections to Interactive Brokers, Charles Schwab, Fidelity, Robinhood, Webull, Trading 212, DEGIRO, Questrade, Wealthsimple, Trade Republic, Revolut, comdirect, Saxo, eToro, and 15+ others. Nightly automatic refresh plus manual sync button.
- Magic Import (AI-assisted): Paste any broker's CSV. The AI engine maps columns automatically—date, symbol, quantity, price, fees—regardless of source format.
- Pre-built templates: Format presets for DEGIRO, Trading 212, Interactive Brokers, Fidelity, Schwab, ING, comdirect, and 50+ additional brokers.
- Custom mappings: Define column assignments once, reuse for future imports from the same source.
- Manual entry: Always available with autocomplete across 200,000+ tickers.
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) | ||
| AI-powered CSV import | ||
| AI portfolio assistant | ||
| Monte Carlo, Efficient Frontier, VaR | ||
| Customer support | ||
| Privacy: data on your own server | ||
| Lifetime payment option |
Total Cost of Ownership
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
- Your time: Docker setup, database backups, security patches, broken update troubleshooting—easily 5-10 hours/year for ongoing maintenance
- Risk: data loss if backups fail, downtime when you're on vacation
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
- Your time: zero. Updates, backups, security, infrastructure all handled.
Long-term math: If your time is worth anything, the "free" Ghostfolio self-hosted option carries hidden costs—$60-120/year in VPS hosting plus several hours of maintenance per year. AllInvestView's Lifetime Deal at $497 amortizes to about $45/year over 10 years—and you get tax reports, bond analytics, options Greeks, and broker sync that Ghostfolio doesn't offer.
Try AllInvestView—No Setup Required
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.
Making Your Choice
Ghostfolio makes sense when:
- Self-hosting and full data sovereignty are non-negotiable
- You're comfortable with Docker, PostgreSQL, and ongoing server maintenance
- Your portfolio is stocks/ETFs/crypto only (no bonds, options, real estate)
- You don't need capital gains tax reports
- You enjoy contributing to open-source projects and don't need customer support
- Your time has low opportunity cost
AllInvestView makes sense when:
- You want the privacy ethos (no ads, no data selling, read-only) without the self-hosting burden
- You hold bonds and need YTM, duration, and coupon schedule analytics
- You trade options and need Greeks plus strategy P&L
- Your portfolio spans multiple countries with different tax rules
- Capital gains tax reports save you hours every April
- You want broker auto-sync with major brokerages worldwide
- An AI assistant for natural-language portfolio queries adds value
- A lifetime payment option is preferable to recurring subscriptions
Questions Answered
Is Ghostfolio really free?
Ghostfolio is free if you self-host it yourself using Docker. That requires technical knowledge of Docker, PostgreSQL, Redis, reverse proxies, SSL, and ongoing maintenance. Ghostfolio also offers a paid "Premium" cloud-hosted version (see their pricing page for current rates). AllInvestView offers a free tier with no setup required and a 14-day trial of premium features.
Does Ghostfolio support tax reports?
No. Ghostfolio does not generate capital gains tax reports for any jurisdiction. AllInvestView includes built-in country presets for 12 jurisdictions (US, UK, Germany, Spain, France, Italy, Canada, Australia, Ireland, Sweden, Denmark, Switzerland) plus a configurable rule engine for any other country, with FIFO, LIFO, average cost, and specific identification methods.
Can Ghostfolio track bonds, options, and real estate?
Ghostfolio supports stocks, ETFs, and basic crypto. It treats bonds as generic holdings without yield-to-maturity, duration, or coupon analytics. Options and real estate are unsupported. AllInvestView includes a QuantLib-powered bond calculator (YTM, duration, convexity), full options support with Greeks (Delta, Gamma, Theta, Vega, Rho), and real estate tracking with rental income.
What's the best Ghostfolio alternative without self-hosting?
AllInvestView shares Ghostfolio's privacy-friendly principles (no ads, no data selling, read-only broker connections) but as a managed platform with no setup required. It adds tax reports for 12+ countries, bond analytics, options support, broker auto-sync via SnapTrade, an AI portfolio assistant, and customer support—features Ghostfolio does not offer.
How do I migrate from Ghostfolio to AllInvestView?
Export your activities from Ghostfolio as CSV. Then use AllInvestView's Magic Import which uses an AI model to recognize column meanings (date, symbol, quantity, price, fees) automatically—you don't need to manually configure column mapping per source.
Does AllInvestView protect my data the same way Ghostfolio does?
AllInvestView uses bank-level 256-bit SSL encryption, never stores brokerage credentials (only OAuth tokens via SnapTrade), uses read-only broker connections, never sells or shares user data, and runs ad-free. The trade-off vs Ghostfolio: data lives on managed infrastructure rather than your own server, in exchange for tax reports, advanced analytics, and zero maintenance.
Does Ghostfolio have automatic broker sync?
Ghostfolio has limited broker integrations and primarily relies on manual entry or CSV imports. AllInvestView integrates with 30+ brokerages via SnapTrade (Interactive Brokers, Schwab, Fidelity, Robinhood, Trading 212, DEGIRO, Questrade, Wealthsimple, Trade Republic, Revolut, eToro, and more) with read-only nightly auto-sync.
Which platform is better for European investors?
AllInvestView has stronger European tax coverage with built-in presets for Germany, Spain, France, Italy, Ireland, Sweden, Denmark, Switzerland, plus the Spain Modelo 720 foreign asset declaration. It also supports European brokers like DEGIRO, Trading 212, comdirect, Trade Republic, Saxo, ING via SnapTrade. Ghostfolio works for European stock tracking but lacks any tax reporting.
Compare Other Platforms
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