VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

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Tool Comparison

Ghostfolio vs SS&C Black Diamond Wealth Solutions comparison

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

Quick takeaways

Ghostfolio adds Data Visualizations coverage that SS&C Black Diamond Wealth Solutions skips.

SS&C Black Diamond Wealth Solutions includes Portfolio Accounting / Book of Record, Client & Investor Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, CRM & Workflow, Document Vault & e-Signature, Webhooks, Broker Connectors, Insider Compliance / Pre‑clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, Blogs, Playbooks & Case Studies, Custom Dashboards, and Other categories that Ghostfolio omits.

Ghostfolio has a free tier, while SS&C Black Diamond Wealth Solutions requires a paid plan.

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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SS&C Black Diamond Wealth Solutions

sscblackdiamond.com

Modular, cloud-native wealth & trust management suite from SS&C combining the Black Diamond Wealth Platform with CRM, trading & rebalancing, investment management, compliance & surveillance, trust/retirement, alternative-investment servicing, unique assets and operations/billing. Most capabilities are licensed as separate modules or services on top of the core portfolio management & reporting platform; alternative investments, trust/retirement, unique assets, compliance & surveillance and investment management are add-ons rather than part of a basic deployment.

Platforms

WebMobileAPI

Pricing

Subscription

Quick highlights

Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem.
Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies.
Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault).
Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack.
Business Intelligence & Billing tools offering practice analytics and revenue management, powered by centralized data aggregation, reconciliation and configurable billing workflows.

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Where they differ

Ghostfolio

Distinct strengths include:

Data Visualizations

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.

SS&C Black Diamond Wealth Solutions

Distinct strengths include:

Portfolio Accounting / Book of Record Client & Investor Reporting Rebalancing & Trading Model Portfolios & Sleeves Fee Billing & Invoicing Householding & Multi-Entity Alternatives / Capital Calls & Distributions Client Portal & Mobile App

Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem.
Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies.
Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault).
Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack.

Feature-by-feature breakdown

Attribute	Ghostfolio	SS&C Black Diamond Wealth Solutions
Categories Which research workflows each platform targets	Shared: Portfolio, APIs & SDKs Unique: Data Visualizations	Shared: Portfolio, APIs & SDKs Unique: Portfolio Accounting / Book of Record, Client & Investor Reporting, Rebalancing & Trading, Model Portfolios & Sleeves, Fee Billing & Invoicing, Householding & Multi-Entity, Alternatives / Capital Calls & Distributions, Client Portal & Mobile App, CRM & Workflow, Document Vault & e-Signature, Webhooks, Broker Connectors, Insider Compliance / Pre‑clearance, Audit Trail / Supervision, Regulatory Filings Monitoring, Blogs, Playbooks & Case Studies, Custom Dashboards, Other
Asset types Supported asset classes and universes	Stocks, ETFs, Cryptos, Other	Stocks, ETFs, Mutual Funds, Bonds, Funds, Other
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile, API	Web, Mobile, API
Pricing High-level pricing models	Free, Subscription	Subscription
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 Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem. Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies. Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault). Trading & Rebalancing module integrated with the platform to monitor portfolios, align with models and execute tax-aware trades at scale as part of the unified wealth stack. Business Intelligence & Billing tools offering practice analytics and revenue management, powered by centralized data aggregation, reconciliation and configurable billing workflows. Compliance & Surveillance solution supporting regulatory compliance and monitoring with rules-based testing, surveillance and centralized case and evidence management.
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 SS&C Black Diamond Wealth Solutions both support?

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

Which tool offers a free plan?

Ghostfolio offers a free entry point, while SS&C Black Diamond Wealth Solutions requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Ghostfolio and SS&C Black Diamond Wealth Solutions?

Both Ghostfolio and SS&C Black Diamond Wealth Solutions support web and mobile access, making it easy to keep tabs on research away from the desk.

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 SS&C Black Diamond Wealth Solutions stands out for Cloud-native, award-winning wealth management suite combining the Black Diamond Wealth Platform with SS&C trust, CRM, investment management, alternative investments, unique assets and operations services into one ecosystem., Portfolio management & performance reporting hub with consolidated views, flexible account groupings and client-ready reporting for RIAs, broker-dealers, family offices, banks and trust companies., and Advisor & client digital experience with a responsive web portal, native mobile apps, interactive dashboards, outside account aggregation and a secure two-way document vault (Black Diamond Vault)..

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