Ghostfolio adds Portfolio coverage that OpenBB skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
Ghostfolio vs OpenBB comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
OpenBB includes Sheets / Excel Add-ins, Custom Dashboards, Data APIs, News, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Options & Derivatives, Quant, Financials, Transcripts, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Regulatory Filings Monitoring, AI, and AI Chat 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..
OpenBB is known for: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
Ghostfolio ships a mobile app. OpenBB is web/desktop only.
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.
Categories
Platforms
Pricing
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)
OpenBB
openbb.co
Open-source data and analytics platform with a REST API, Python SDK, and an enterprise workspace for custom dashboards and apps. The free Community plan includes unlimited dashboards and 20 AI Copilot queries per day. Pro adds collaboration features, Excel integration, secure deployment (VPC/on-prem), and export options. Infrastructure is SOC 2 Type II certified, with SSO support and a public status page.
Categories
Platforms
Pricing
Quick highlights
- REST API and Python client with JSON-serializable endpoints; local API deployment supported.
- Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings.
- Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows.
- Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
- OpenBB Copilot AI chat that integrates dashboard widgets as context and supports attachments (PDF, CSV, XLSX).
Community votes (overall)
Shared focus areas
2 overlapsMutual strengths include Data Visualizations, and APIs & SDKs.
Where they differ
Ghostfolio
Distinct strengths include:
- 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.
OpenBB
Distinct strengths include:
- REST API and Python client with JSON-serializable endpoints; local API deployment supported.
- Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings.
- Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows.
- Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Feature-by-feature breakdown
Attribute | Ghostfolio | OpenBB |
---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, APIs & SDKs Unique: Portfolio | Shared: Data Visualizations, APIs & SDKs Unique: Sheets / Excel Add-ins, Custom Dashboards, Data APIs, News, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Options & Derivatives, Quant, Financials, Transcripts, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Regulatory Filings Monitoring, AI, AI Chat |
Asset types Supported asset classes and universes | Stocks, ETFs, Cryptos, Currencies | Stocks, ETFs, Options, Futures, Bonds, Commodities, Currencies, Cryptos |
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, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 OpenBB 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 OpenBB require subscriptions?
Both Ghostfolio and OpenBB 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 OpenBB 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 OpenBB stands out for REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- Financial Modeling Prep (FMP)Editor's pickHands-on review
Overlap: Data APIs, Financials, and ETF Holdings.
Data APIsFinancialsETF Holdings - YChartsHands-on review
Overlap: Data Visualizations, Portfolio, and News.
Data VisualizationsPortfolioNews - Alpha VantageHands-on review
Overlap: Data APIs, News, and Dividends.
Data APIsNewsDividends - GuruFocusEditor's pickHands-on review
Overlap: Portfolio, News, and GDP.
PortfolioNewsGDP - Fiscal.aiEditor's pickHands-on review
Overlap: Data Visualizations, Portfolio, and Dividends.
Data VisualizationsPortfolioDividends - TrendlyneHands-on review
Overlap: Analyst Forecasts, Analyst Price Targets, and Data Visualizations.
Analyst ForecastsAnalyst Price TargetsData Visualizations
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.