Open Source portfolio trackers
325 sats \ 11 comments \ @nullama 14 Aug 2023 bitcoin
I guess you can just use a spreadsheet, specially for Bitcoin only, but it's just nicer to have a dedicated tool for this.
There are great commercial ones, like Koinly for example, but I'm now interested in looking at open source ones.
So far, I've identified two of them:
  • Rotki. This seems to be some kind of basic but nice looking open source platform that offers some premium features with a paid plan.
A portfolio tracking, analytics, accounting and management application that protects your privacy
  • RP2. This one seems to be more comprehensive, and more open as there is no premium version, only open source.
Privacy-focused, free, open-source cryptocurrency tax calculator for multiple countries: it handles multiple coins/exchanges and computes long/short-term capital gains, cost bases, in/out lot relationships/fractioning, and account balances. It supports FIFO and it generates output in form 8949 format. It has a programmable plugin architecture.
Have you used any of these?, or know any other open source portfolio trackers?
write
preview
related posts
21 sats \ 0 replies \ @carlosfandango 14 Aug 2023
Prefer old school spreadsheet if I’m honest.. private and open source would be for preference if I had to look.
reply
3 sats \ 4 replies \ @notgeld 14 Aug 2023
One day you realize that you don't need a portfolio.
reply
0 sats \ 1 reply \ @nullama OP 15 Aug 2023
Yeah, but still is nice to see the ever increasing BTC amount in a graph or something
reply
0 sats \ 0 replies \ @notgeld 15 Aug 2023
This is possible with proper wallet, I think.
reply
0 sats \ 1 reply \ @Zepasta 14 Aug 2023
Ah, I see you are a man/woman of culture aswell.
reply
0 sats \ 0 replies \ @Zepasta 14 Aug 2023
There is no need for portfolios. Bitcoin is the ultimate apex asset. The only one "you" need.
reply
0 sats \ 0 replies \ @Zepasta 14 Aug 2023

Ghostfolio

UmbrelOS has it for easy install. Last time i checked it was missing a lot of features, but it's usable, open-source and self-hosted.
reply
0 sats \ 0 replies \ @r0b 14 Aug 2023
Ghostfolio. One click install on umbrel
reply
0 sats \ 0 replies \ @_redacted 14 Aug 2023
I paid for Rotki at one point but it seems super Eth focused. I started https://github.com/philipcristiano/folio just for my own tracking of things but need to rework a bunch of it to include lightning nodes.
Rotki’s handling of assets has never felt right after using Cointracker for a while.
reply
0 sats \ 1 reply \ @frontrunbitcoin 14 Aug 2023 freebie
I use Mint.com