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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

Manage your financial life effortlessly in a single location, eliminating the hassle of logging into various platforms. By connecting directly with your financial institutions, we streamline your financial management, allowing you to monitor your balances, holdings, and transaction histories with ease. Wealthica provides a comprehensive historical overview of your net worth's progression, enabling you to concentrate on the broader financial picture while keeping tabs on your goals, whether they relate to net worth, investments, or retirement. You can effortlessly track a diverse range of assets, including stocks, ETFs, funds, cryptocurrencies, and private investments, all without the usual complications. Wealthica automates the process, making it straightforward to maintain your portfolio. Additionally, you can create budgets, export data to Google Sheets, Excel, or Yahoo! Portfolio, rebalance investments with Passiv, and generate reports on capital gains, income, or fees, among other features. These powerful capabilities are just a glimpse of what Wealthica offers. Available as a fully-featured web application and a mobile app for both iOS and Android, Wealthica ensures that your net worth is always accessible and at your fingertips, empowering you to take control of your financial future.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Sheets
Microsoft Excel
Passiv
Yahoo Finance

Integrations

Google Sheets
Microsoft Excel
Passiv
Yahoo Finance

Pricing Details

$15 per year
Free Trial
Free Version

Pricing Details

$11.99 per month
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

Wealthica

Founded

2015

Country

Canada

Website

wealthica.com

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Alternatives

Alternatives

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