Open Source Sharesight Alternative

Why choose an open-source Sharesight alternative

Sharesight charges a subscription that scales with the number of holdings tracked, and portfolio data lives entirely on Sharesight's servers. An open-source, self-hosted portfolio tracker removes the subscription and keeps brokerage balances, holdings, and performance history on infrastructure the individual controls, which matters for anyone uncomfortable syncing detailed investment data to a third-party service.

Asset coverage flexibility is the other reason to look at open-source options. Sharesight focuses on stocks and funds with tax reporting for specific countries. A self-hosted tracker with an open data model can track crypto, manual assets, and custom holdings alongside stocks in one place, without being limited to what a commercial provider's tax reporting engine supports for a given region.

What to look for

A Sharesight replacement needs multi-account portfolio aggregation, historical performance tracking such as time-weighted return rather than just balance, dividend tracking, support for stocks, ETFs, and ideally crypto, and a way to import transactions via CSV or exchange API. Privacy-conscious design matters too, since portfolio tools often default to sending data to third-party market data providers.

Ghostfolio as a Sharesight alternative

Ghostfolio is an open-source wealth management and portfolio tracking tool that covers stocks, ETFs, cryptocurrency, and manually entered assets in a single portfolio view. It calculates performance using time-weighted return, tracks dividends and fees, and supports multiple accounts and currencies. Transactions can be imported via CSV or synced from supported exchanges and brokers. Ghostfolio is built with privacy as a stated design goal, and the self-hosted version, via Docker, keeps all portfolio data local instead of sending it to a third-party service; a hosted cloud version is also available for those who prefer not to self-host. For an investor who wants Sharesight's performance tracking and dividend reporting without a per-holding subscription, Ghostfolio covers that core workflow across a wider range of asset types.