VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

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Head-to-head

Ghostfolio vs okama comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Ghostfolio adds APIs & SDKs coverage that okama skips.

okama includes Quant, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Data APIs, ETF Performance, Inflation Rates, and Interest Rates categories that Ghostfolio omits.

Ghostfolio highlights: Track net worth and portfolios across cash, stocks, ETFs, and crypto in a privacy-first, open-source app., Manage transactions with full CRUD, multiple accounts, return-on-investment timelines (Today, WTD, MTD, YTD, 1Y, 5Y, Max), risk checks, charts, and customizable dark/zen modes., and Self-hosting supported with official Docker images (amd64/arm variants), plus templates for platforms like CasaOS, Home Assistant, Runtipi, TrueCharts, Umbrel, and Unraid..

okama is known for: Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..

Ghostfolio ships a mobile app. okama is web/desktop only.

Ghostfolio logo

Ghostfolio

ghostfol.io

An open-source (AGPL-3.0) portfolio and net-worth tracker designed with privacy in mind. You can self-host it for free using Docker or opt for Ghostfolio Premium, a fully managed cloud version (~$40/year). There’s no broker OAuth; data comes in via manual entry, CSV uploads, or API. Runs as a PWA with mobile access and even allows anonymous sign-ups.

Platforms

Web
Mobile
API

Pricing

Free
Subscription

Quick highlights

  • Track net worth and portfolios across cash, stocks, ETFs, and crypto in a privacy-first, open-source app.
  • Manage transactions with full CRUD, multiple accounts, return-on-investment timelines (Today, WTD, MTD, YTD, 1Y, 5Y, Max), risk checks, charts, and customizable dark/zen modes.
  • Self-hosting supported with official Docker images (amd64/arm variants), plus templates for platforms like CasaOS, Home Assistant, Runtipi, TrueCharts, Umbrel, and Unraid.
  • Public REST API with bearer-token authentication for importing activities, duplicate detection, and publishing public portfolio endpoints. Data sources include Yahoo Finance and CoinGecko, alongside manual inputs.
  • CSV import for trades and positions (with specific improvements for brokers like IBKR noted in changelogs).

Community votes (overall)

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okama logo

okama

okama.io

Hands-on review

Free open-source toolkit for portfolio analysis and market data. Okama offers web widgets, an API, and a Python library with efficient frontiers, risk metrics, and Monte Carlo simulations. Market and macro data is available end-of-day, with live prices delayed by ~15–20 minutes.

Platforms

Web
API

Pricing

Free

Quick highlights

  • Interactive Efficient Frontier (mean–variance) widget for quick visualization.
  • Compare-assets widget covering returns, drawdowns, CVaR, and correlations.
  • Portfolio widget built on adjusted monthly data for risk/return analysis.
  • Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
  • Monte Carlo simulations and wealth-index forecasts with percentile bands.

Community votes (overall)

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Portfolio, and Data Visualizations.

Where they differ

Ghostfolio

Distinct strengths include:

APIs & SDKs
  • Track net worth and portfolios across cash, stocks, ETFs, and crypto in a privacy-first, open-source app.
  • Manage transactions with full CRUD, multiple accounts, return-on-investment timelines (Today, WTD, MTD, YTD, 1Y, 5Y, Max), risk checks, charts, and customizable dark/zen modes.
  • Self-hosting supported with official Docker images (amd64/arm variants), plus templates for platforms like CasaOS, Home Assistant, Runtipi, TrueCharts, Umbrel, and Unraid.
  • Public REST API with bearer-token authentication for importing activities, duplicate detection, and publishing public portfolio endpoints. Data sources include Yahoo Finance and CoinGecko, alongside manual inputs.

okama

Distinct strengths include:

Quant
Correlation
Backtesting
Risk Metrics (VaR/ES/Drawdown)
Monte Carlo
Data APIs
ETF Performance
Inflation Rates
  • Interactive Efficient Frontier (mean–variance) widget for quick visualization.
  • Compare-assets widget covering returns, drawdowns, CVaR, and correlations.
  • Portfolio widget built on adjusted monthly data for risk/return analysis.
  • Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.

Feature-by-feature breakdown

AttributeGhostfoliookama
Categories

Which research workflows each platform targets

Shared: Portfolio, Data Visualizations

Unique: APIs & SDKs

Shared: Portfolio, Data Visualizations

Unique: Quant, Correlation, Backtesting, Risk Metrics (VaR/ES/Drawdown), Monte Carlo, Data APIs, ETF Performance, Inflation Rates, Interest Rates

Asset types

Supported asset classes and universes

Stocks, ETFs, Cryptos, Currencies

Stocks, ETFs, Commodities, Currencies, Mutual Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, API

Web, API

Pricing

High-level pricing models

Free, Subscription

Free

Key features

Core capabilities called out by each vendor

Unique

  • Track net worth and portfolios across cash, stocks, ETFs, and crypto in a privacy-first, open-source app.
  • Manage transactions with full CRUD, multiple accounts, return-on-investment timelines (Today, WTD, MTD, YTD, 1Y, 5Y, Max), risk checks, charts, and customizable dark/zen modes.
  • Self-hosting supported with official Docker images (amd64/arm variants), plus templates for platforms like CasaOS, Home Assistant, Runtipi, TrueCharts, Umbrel, and Unraid.
  • Public REST API with bearer-token authentication for importing activities, duplicate detection, and publishing public portfolio endpoints. Data sources include Yahoo Finance and CoinGecko, alongside manual inputs.
  • CSV import for trades and positions (with specific improvements for brokers like IBKR noted in changelogs).
  • Premium managed cloud version (~$40/year) for users who don’t want to self-host.

Unique

  • Interactive Efficient Frontier (mean–variance) widget for quick visualization.
  • Compare-assets widget covering returns, drawdowns, CVaR, and correlations.
  • Portfolio widget built on adjusted monthly data for risk/return analysis.
  • Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
  • Monte Carlo simulations and wealth-index forecasts with percentile bands.
  • Free end-of-day market and macroeconomic data via API, including equities, ETFs, mutual funds, commodities, currencies, indexes, inflation, policy rates, and CAPE10 ratios.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

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Frequently Asked Questions

Which workflows do Ghostfolio and okama both support?

Both platforms cover Portfolio, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Ghostfolio and okama require subscriptions?

Both Ghostfolio and okama keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Ghostfolio ships a dedicated mobile experience, while okama focuses on web or desktop access.

What unique strengths set the two platforms apart?

Ghostfolio differentiates itself with Track net worth and portfolios across cash, stocks, ETFs, and crypto in a privacy-first, open-source app., Manage transactions with full CRUD, multiple accounts, return-on-investment timelines (Today, WTD, MTD, YTD, 1Y, 5Y, Max), risk checks, charts, and customizable dark/zen modes., and Self-hosting supported with official Docker images (amd64/arm variants), plus templates for platforms like CasaOS, Home Assistant, Runtipi, TrueCharts, Umbrel, and Unraid., whereas okama stands out for Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.