VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Saturday, December 27, 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

Open‑source, privacy‑focused wealth management dashboard that can be self‑hosted for free or used via the managed Ghostfolio Premium cloud. Premium adds a professionally sourced market‑data feed and hosted infrastructure on top of the core portfolio tracking features.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

Open-source wealth management software and personal finance dashboard to track net worth across cash, stocks, ETFs and cryptocurrencies on multiple platforms, with a privacy-focused design.
Multi-account portfolio tracking with full transaction CRUD, various charts, static risk analysis and performance over standard timeframes such as Today, WTD, MTD, YTD, 1Y, 5Y and Max.
Progressive Web App (PWA) with a mobile-first UI plus an official Android wrapper, so the same Ghostfolio instance can be used on desktop and mobile.
Self-hosting support via AGPL-3.0 code and official Docker images for linux/amd64, arm/v7 and arm64, plus community templates for popular home-server platforms.
Public REST API secured with bearer tokens, including endpoints for importing activities (fees, dividends, interest, liabilities, buys/sells) and for exposing a read-only public portfolio performance endpoint.

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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

Open-source wealth management software and personal finance dashboard to track net worth across cash, stocks, ETFs and cryptocurrencies on multiple platforms, with a privacy-focused design.
Multi-account portfolio tracking with full transaction CRUD, various charts, static risk analysis and performance over standard timeframes such as Today, WTD, MTD, YTD, 1Y, 5Y and Max.
Progressive Web App (PWA) with a mobile-first UI plus an official Android wrapper, so the same Ghostfolio instance can be used on desktop and mobile.
Self-hosting support via AGPL-3.0 code and official Docker images for linux/amd64, arm/v7 and arm64, plus community templates for popular home-server platforms.

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, Other	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 Open-source wealth management software and personal finance dashboard to track net worth across cash, stocks, ETFs and cryptocurrencies on multiple platforms, with a privacy-focused design. Multi-account portfolio tracking with full transaction CRUD, various charts, static risk analysis and performance over standard timeframes such as Today, WTD, MTD, YTD, 1Y, 5Y and Max. Progressive Web App (PWA) with a mobile-first UI plus an official Android wrapper, so the same Ghostfolio instance can be used on desktop and mobile. Self-hosting support via AGPL-3.0 code and official Docker images for linux/amd64, arm/v7 and arm64, plus community templates for popular home-server platforms. Public REST API secured with bearer tokens, including endpoints for importing activities (fees, dividends, interest, liabilities, buys/sells) and for exposing a read-only public portfolio performance endpoint. Data import and export flows including manual entry, CSV file import and JSON/API-based imports, with ongoing improvements documented in the changelog.	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 Open-source wealth management software and personal finance dashboard to track net worth across cash, stocks, ETFs and cryptocurrencies on multiple platforms, with a privacy-focused design., Multi-account portfolio tracking with full transaction CRUD, various charts, static risk analysis and performance over standard timeframes such as Today, WTD, MTD, YTD, 1Y, 5Y and Max., and Progressive Web App (PWA) with a mobile-first UI plus an official Android wrapper, so the same Ghostfolio instance can be used on desktop and mobile., 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)..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.