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
- Track all your investments from different brokers and exchanges in one central dashboard instead of logging into multiple platforms
- Keep your financial information on your own servers or devices so banks and third parties can't access your personal wealth data
- Get real-time updates on your portfolio performance across stocks, ETFs, crypto and cash without sharing account credentials with external services
- Monitor how your money is spread across different asset types and geographical regions to spot overexposure or gaps in your strategy
- Export your financial data anytime in standard formats so you can switch tools or run your own analysis without being locked into one platform
