Open Source Alternatives to Sharesight

An investment tracking platform that consolidates stocks, ETFs, dividends, and precious metals into a single view. The software integrates with hundreds of brokers and finance apps to automate the tracking of holdings and performance. It provides reporting on diversity, exposure, and tax, and includes tools for multi-currency valuation and contribution analysis. The product is designed for individual investors as well as professional accountants and advisors who manage portfolios for clients. It is deployed as a cloud-based service and offers various tiers based on the number of portfolios and holdings being tracked. Users can manage their investments across different countries and currencies while utilizing features such as Xero integration for accounting purposes. The platform is SOC 2 and GDPR compliant.

Whether you want to cut software costs or escape vendor lock-in, these open source alternatives to Sharesight give you an option you fully own. You can self-host them, so your data stays on infrastructure you control. This page lists 1 open source alternative to Sharesight. The most popular is Ghostfolio. It uses the AGPL-3.0 license and ships an official Docker image.