VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, November 11, 2025

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Tool Comparison

Ghostfolio vs Open Payments (CMS) comparison

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

Quick takeaways

Ghostfolio adds Portfolio coverage that Open Payments (CMS) skips.

Open Payments (CMS) includes Data APIs, and Regulatory Filings Monitoring categories that Ghostfolio omits.

Ghostfolio ships a mobile app. Open Payments (CMS) is web/desktop only.

In depth comparison

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

WebMobileAPI

Pricing

FreeSubscription

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).

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Open Payments (CMS)

openpaymentsdata.cms.gov

U.S. federal open‑data program (Affordable Care Act ‘Sunshine Act’) that publishes financial relationships between drug/device manufacturers (and GPOs) and healthcare providers (physicians, NPPs since PY2021, and teaching hospitals). CMS publishes the prior program year’s full datasets on or before June 30 each year and issues a January refresh. Data are accessible via the web search tool, bulk downloads, and a REST Open Data API (filter, query, aggregate).

Platforms

WebAPI

Pricing

Free

Quick highlights

Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests.
Web search/explorer with filtering and charts; program year downloads available from the portal.
Open Data API (ODA) for programmatic access with filtering, querying, and aggregation (SoQL‑style).
Publication cadence: initial annual publication on/around June 30 for the prior year, plus a January data refresh.
Pre‑publication workflow: 45‑day recipient review & dispute (Apr 1–May 15) + 15‑day correction window (May 16–May 30).

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Where they differ

Ghostfolio

Distinct strengths include:

Portfolio

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.

Open Payments (CMS)

Distinct strengths include:

Data APIs Regulatory Filings Monitoring

Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests.
Web search/explorer with filtering and charts; program year downloads available from the portal.
Open Data API (ODA) for programmatic access with filtering, querying, and aggregation (SoQL‑style).
Publication cadence: initial annual publication on/around June 30 for the prior year, plus a January data refresh.

Feature-by-feature breakdown

Attribute	Ghostfolio	Open Payments (CMS)
Categories Which research workflows each platform targets	Shared: Data Visualizations, APIs & SDKs Unique: Portfolio	Shared: Data Visualizations, APIs & SDKs Unique: Data APIs, Regulatory Filings Monitoring
Asset types Supported asset classes and universes	Stocks, ETFs, Cryptos, Currencies	Other
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 Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests. Web search/explorer with filtering and charts; program year downloads available from the portal. Open Data API (ODA) for programmatic access with filtering, querying, and aggregation (SoQL‑style). Publication cadence: initial annual publication on/around June 30 for the prior year, plus a January data refresh. Pre‑publication workflow: 45‑day recipient review & dispute (Apr 1–May 15) + 15‑day correction window (May 16–May 30). Supplemental/lookup tables (e.g., Covered Recipient Profile Supplement; distinct physician profile) to aid joins.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Ghostfolio and Open Payments (CMS) both support?

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

Do Ghostfolio and Open Payments (CMS) require subscriptions?

Both Ghostfolio and Open Payments (CMS) 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 Open Payments (CMS) 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 Open Payments (CMS) stands out for Three core datasets each year: General Payments, Research Payments, and Ownership/Investment Interests., Web search/explorer with filtering and charts; program year downloads available from the portal., and Open Data API (ODA) for programmatic access with filtering, querying, and aggregation (SoQL‑style)..

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Stay on top of related tools

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