32

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.

top 12 comments
sorted by: hot top new old
[-] shaun@lemmy.world 12 points 1 month ago

I've not yet given it a go, but been meaning to try Ghostfolio

[-] OpenAltFinder@lemmy.world 4 points 1 month ago

Just played around with the demo, and looks very promising.

[-] eodur@piefed.social 4 points 1 month ago

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.

[-] OpenAltFinder@lemmy.world 1 points 1 month ago

I don't really mind that, happy to input my own trades (as they're very infrequent as an ETF investor).

[-] slazer2au@lemmy.world 3 points 1 month ago

That has been on my list too. May give it a go tonight.

[-] db_geek@norden.social 8 points 1 month ago

@OpenAltFinder I'm using Portfolio Performance, which is a Java desktop application based on Eclipse.
https://www.portfolio-performance.info/en/

[-] IratePirate@feddit.org 3 points 1 month ago

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.

[-] QuizzaciousOtter@lemmy.dbzer0.com 1 points 1 month ago

I second this. Great software!

[-] Vinny_93@lemmy.world 3 points 1 month ago

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

[-] Nighed@feddit.uk 2 points 1 month ago

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.

[-] husseinh@lemmy.world 1 points 1 week ago

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.

this post was submitted on 11 Jun 2026
32 points (97.1% liked)

Selfhosted

60623 readers
691 users here now

A place to share alternatives to popular online services that can be self-hosted without giving up privacy or locking you into a service you don't control.

Rules:

Detailed Rules Post

  1. Be civil.

  2. No spam.

  3. Posts are to be related to self-hosting.

  4. Don't duplicate the full text of your blog or readme if you're providing a link.

  5. Submission headline should match the article title.

  6. No trolling.

  7. Promotion posts require active participation, with an account that is at least 30 days old. F/LOSS without a paywall has exceptions, with requirements. See the rules link for details. Tags [CBH] or [AIP] are required, see the links in Rule 8 for details.

  8. AI-related discussions and AI-involved promotional posts have additional requirements for tagging, as noted in Rule 7 and the AI & Promotional Post Expanded Rules post, and find example disclosures here.

Resources:

Any issues on the community? Report it using the report flag.

Questions? DM the mods!

founded 3 years ago
MODERATORS