Best Self Hosted Alternatives to Morningstar Portfolio Manager

Ghostfolio is a self-hosted wealth management and portfolio tracking app that helps you consolidate holdings, transactions, and balances in one place. It focuses on long-term investing insights such as net worth, performance, allocation, and risk, with optional market data integrations.

Key Features

• Portfolio & net worth tracking with holdings, transactions, and historical performance
• Asset allocation views (by asset class, sector/industry, geography, currency) and rebalancing insights
• Benchmarks and performance metrics (e.g., time-weighted performance) to evaluate strategy over time
• Market data integrations for prices, FX rates, and instrument metadata (depending on configured providers)
• Multi-currency support with FX conversion for consolidated reporting
• Import/export workflows (e.g., CSV) for onboarding and backups
• User accounts and role-based access controls for multi-user deployments
• API and integrations to automate data ingestion and reporting

Use Cases

• Track a personal investment portfolio across multiple brokers and wallets
• Maintain a household net worth dashboard including cash, securities, and crypto
• Analyze allocation drift and performance versus a benchmark index

Limitations and Considerations

• Data quality and coverage depend on the configured market data providers and symbols used
• Advanced tax reporting may require external tooling depending on jurisdiction and needs

Ghostfolio is a strong choice for individuals who want a private, auditable alternative to hosted portfolio trackers. It provides practical analytics, allocation insights, and extensible integrations suitable for long-term investing workflows.