ghostfolio 👻

A self-hosted version of ghostfolio, deployed in Azure

This image is just an example

About ⭐

This project is made for easy self-hosting and deployment of your own ghostfolio instance. It is designed to be deployed on a VM in Azure, but can be deployed anywhere that Docker (docker-compose) is supported. This project comes bundled with the following:

• Terraform Configurations to help you get up and running with a standard VM in Azure
• Docker Compose to run ghostfolio and its dependencies
• Caddy to automatically generate SSL certificates for your domain
• Branch Deploy workflow to help you ship changes to production (on your VM)

Getting Started 🚀

Once you have a VM setup, SSH onto it and ensure you have a .env file (sourced from .env.example) in the root of the project.

This project uses the ingress project to route traffic into this docker compose stack.

Updating ghostfolio 🔄

Once your project is fully setup, you will likely want to apply updates from the upstream repository of ghostfolio. To do this, either wait for Dependabot to open a PR or open one yourself.

You can comment .deploy on the pull request to branch-deploy and test out the update before fully "committing" to the change and merging the branch into main

Importing Data 📈

When you first start up your ghostfolio instance, you will have no data at all. You'll likely want to import data from your brokerage accounts to get started. This repo comes with a script to help you do that. This script makes a "best effort" attempt to format the .csv data from your brokerage into a format that ghostfolio can import. It is not perfect, but it should get you most of the way there.

The script is run like this:

script/format <path_to_csv> <account_id>

Here is an example:

script/format ~/Downloads/robinhood.csv abc123ab-ab01-ab01-ab01-abc123abc123

CLI args:

• <path_to_csv> - The path to the .csv file you want to format
• <account_id> - The ID of the account you want to import the data into - You can find your account_id here

Supported Brokers

• Fidelity
• Schwab
• Robinhood
• Wex

Note: You might need to do some refining of your data before or after running the script/format script in order for it to be imported correctly