Investment Tracking
Investment Tracking tools -- a subcategory of Finance & Budgeting
Replace Popular SaaS
4 Tools
Ghostfolio
8KGhostfolio is a self-hosted investment tracking tool that provides wealth management software for tracking stocks.
Rotki
3.7KRotki gives you privacy-focused portfolio manager, accounting, and analytics tool on your own infrastructure.
Investbrain
800Investbrain is a PHP-based application that manages and track investment portfolio performance.
Richy
40Released under MIT, Richy provides application for managing investment portfolios on self-hosted infrastructure.
Why Self-Host Your Investment Tracking?
Portfolio tracking services like Personal Capital, Empower, and Wealthfront require you to link your brokerage accounts and share your complete financial picture with a third party. These services then use your investment data to upsell wealth management services, and your portfolio details — net worth, asset allocation, individual holdings — sit in their databases alongside your bank account credentials. YNAB charges $15/month for budgeting that includes investment tracking. Mint (now Credit Karma) monetizes your financial data through targeted product recommendations. Your investment portfolio is a high-value target for both advertisers and attackers.
Self-hosted investment trackers let you monitor your portfolio, track dividends, and analyze performance without sharing brokerage credentials or financial details with any third party. Ghostfolio provides a comprehensive wealth management dashboard with multi-currency support, benchmark comparisons, dividend tracking, and portfolio allocation analysis. It supports manual entry and import from multiple brokerages, giving you a consolidated view of your investments without API connections to your actual accounts. Rotki focuses on cryptocurrency and DeFi portfolio tracking with profit/loss calculations and tax reporting — critical for crypto investors who need detailed transaction history without exposing wallet addresses to a centralized service.
InvestBrain offers a simpler portfolio tracking experience focused on stock investments with performance charting and dividend monitoring. Richy provides investment tracking with a clean mobile-friendly interface. The key advantage of self-hosted investment tools is that your complete financial picture — account balances, trading history, realized gains, and tax lots — stays on your own server. No third party knows your net worth, asset allocation, or trading patterns. For investors who take privacy seriously, this is not an abstract concern: financial data is among the most frequently targeted in data breaches, and aggregated portfolio data is routinely sold to hedge funds for alternative data analysis.