Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Ghostfolio serves as a privacy-centric, open-source platform designed to manage your personal finance dashboard. It allows users to analyze their asset distribution, understand their net worth, and make well-informed investment choices based on reliable data. This tool is tailored for busy individuals who wish to monitor their stocks, ETFs, or cryptocurrencies without compromising their privacy. By aggregating financial information from various sources, Ghostfolio offers a comprehensive view of your finances. Users can operate Ghostfolio anonymously, ensuring full ownership of their financial data. The application is continually enhanced thanks to a robust community of contributors. Whether you trade stocks, ETFs, or cryptocurrencies across different platforms, Ghostfolio is ideal for those seeking insights into their portfolio allocation, who prioritize diversifying their financial assets, or who aspire to achieve financial independence. This lightweight wealth management tool empowers individuals to not only track their investments but also to make informed, data-backed financial decisions. Furthermore, the interface is user-friendly, making it accessible for anyone interested in improving their financial literacy and management skills.
Description
The Portfolio Performance tool is a free and open-source application that helps users assess the overall performance of their investment portfolios across multiple accounts. It allows individuals to meticulously track their entire transaction history, documenting various activities such as purchases, sales, fees, and taxes. The tool can retrieve historical quotes from a variety of platforms including Yahoo Finance, Finnhub.io, Quandl, and AlphaVantage, and it also has the capability to scrape data from HTML pages or JSON files. Data management is facilitated through XML storage, allowing for easy exports to formats like CSV or JSON for further analysis. Users can adjust their investment portfolios according to a custom asset allocation strategy and manage foreign currency accounts by utilizing exchange rates provided by the European Central Bank (ECB). Additionally, the application supports data imports from both CSV files and PDF documents, while generating comprehensive reports that feature detailed asset statements and performance metrics. This functionality makes it a versatile tool for anyone looking to optimize their investment strategies.
API Access
Has API
API Access
Has API
Integrations
Alpha Vantage
Finnhub
Google Sheets
HTML
JSON
Microsoft Excel
Quandl
XML
Yahoo Finance
Integrations
Alpha Vantage
Finnhub
Google Sheets
HTML
JSON
Microsoft Excel
Quandl
XML
Yahoo Finance
Pricing Details
$15 per year
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Ghostfolio
Country
United States
Website
ghostfol.io/en/start
Vendor Details
Company Name
Portfolio Performance
Country
Germany
Website
www.portfolio-performance.info/