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
- Connect multiple brokerage accounts, banks, and crypto wallets to see everything in one place instead of logging into different platforms
- Get a real-time overview of your total net worth by automatically pulling data from all your investment accounts and cash holdings
- Track stocks, ETFs, bonds, cryptocurrencies, and cash balances together without switching between apps or spreadsheets
- Monitor how your money is spread across different asset types and accounts to spot if you're too heavy in one area
- Keep your financial data private on your own server while still getting the convenience of a unified dashboard
