This task can be performed using Ghostfolio
See your whole net worth, finally in one dashboard.
Best product for this task
Ghostfolio
oss
Ghostfolio is an open source wealth management dashboard that unifies cash, stock, ETF and cryptocurrency holdings from multiple accounts into one view. It helps investors track net worth, analyze allocation and monitor performance while retaining full control over their financial data.
What to expect from an ideal product
- Import accounts from multiple brokers, banks and crypto exchanges to automatically sync all your holdings in one central dashboard
- Connect popular platforms like Interactive Brokers, Coinbase, Binance and traditional banking accounts through secure API integrations
- View your complete net worth breakdown showing exact percentages of cash, stocks, ETFs and crypto across all connected accounts
- Track real-time portfolio performance with automatic price updates for thousands of assets without switching between different apps
- Export consolidated reports and maintain full data ownership since everything runs on your own server or local machine
