Self-hosted open source portfolio tracking, or a hosted account for USD 48 a year.
Self-hosted stock market tools
Seven applications you run yourself, the libraries and databases that run where installed, and 13 tools that are self-hosted but not open source.
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Self-hosted is a deployment fact, not a licence
The flag records where the process runs — on a machine you control — and says nothing about the terms you run it under. Most of the cards below are also open source; 13 are not, and they have their own section further down. Nor does the flag cover the prices: a tracker on your own server still fetches its quotes from somebody else's.
Applications you run yourself
Seven cards here are programs with a screen rather than code you import — what a search for "self-hosted" usually means.
Portfolio trackers. Ghostfolio is a web app brought up with Docker Compose beside a PostgreSQL database and a Redis instance. Prices come from a source you configure, Yahoo Finance among the supported ones; the vendor's professional provider comes with the USD 48 Premium key, which also works from a self-hosted instance. Wealthfolio keeps everything in a SQLite file and ships as a desktop app, mobile builds and a Docker image; prices come from Yahoo Finance by default or a provider you hold a key for, and broker sync is a paid add-on. Portfolio Performance needs no server at all — a Java desktop app whose whole portfolio is one XML file on your disk, fed by imported bank statements and a price feed you pick per security.
A trade journal. TradeNote runs as two containers, the app and MongoDB. Two catches: the MongoDB release its compose file pulls needs a CPU with AVX, so a Raspberry Pi needs an older one; and charts with MFE need your own key from Massive or Databento. The last commit on its main branch dates from April 2025.
Research and planning. 13F.info publishes its whole Rails application under MIT — the EDGAR downloader, the parser that fills PostgreSQL, and the front end. Equibles has an AGPL core that runs under Docker and ingests public records into a local database; the hosted service adds managed datasets the core does not carry. Open Social Security is an Angular project you can build and serve locally. The only thing it fetches is the 20-year TIPS yield, and it falls back to 1% if that request fails.
Libraries and databases run where you install them
Everything else here is self-hosted because it could not be anything else: a Python package runs in the interpreter you installed it into, a charting library ships inside your bundle, a time-series database runs on the box you put it on. For those the flag says very little. Choose by job instead — backtesting frameworks, analysis libraries, charting libraries, tick data storage — or by licence, in the open-source collection.
Self-hosted, but not open source
Thirteen cards run on your hardware under terms that are not an OSI licence, in three groups.
Tick databases. kdb+ now ships as KDB-X: the Community Edition is free for commercial use up to 16GB of RAM, and above that KX prices by memory, from $1,822.92 a month for 32 GiB. OneTick, also from KX, is quoted per deployment after a demo. DolphinDB is a closed binary whose free licence stops at 2 nodes, 2 CPU cores and 8 GB of RAM per node. ArcticDB is BUSL-1.1, so each release becomes Apache-2.0 two years after it ships; its licensing FAQ restricts free use to non-commercial, personal or academic work, though its LICENSE file draws the line elsewhere.
Charting libraries. Highcharts Stock and SciChart.js are sold per developer seat — $732 a year for Highcharts Core plus Stock on a SaaS licence, from $1,349.66 a year for SciChart, whose runtime keys are locked to registered domains. AnyStock is licensed per product and per registered domain, from $139 once, and its free build is watermarked. amCharts 5 Stock Chart is linkware: free in commercial work while the branding link stays on the chart. TradingView Advanced Charts costs nothing but is licensed only to companies, for free public implementations carrying an attribution link.
Backtesting. VectorBT and PyBroker are Apache-2.0 with the Commons Clause, which withholds the right to sell a service built on them. VectorBT PRO is a private repository from $25 a month, and its individual memberships are for non-commercial use only. QuantRocket shows its price only after you register and answer a licence questionnaire.
What it costs you instead
Upgrades, backups and the debugging. A self-hosted tracker is a database you now administer, and a self-hosted tick store is a machine whose disk and read throughput are your problem. Where a tool has a hosted twin — QuantConnect's cloud beside the open LEAN engine, Tiger Cloud beside TimescaleDB, TradeNote's $4.99 hosted plan — the card says so. For most people the hosted one is the right answer; the self-hosted build is what lets that stay a choice.
All 68 of them
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Stock Portfolio Trackers3
Free open-source desktop tracker that reads your bank's PDF statements.
Local-first portfolio and net-worth tracker for desktop, mobile and your own Docker host.
Backtesting Frameworks & Algo Trading Libraries19
A single-instrument Python backtester — one OHLC series, one strategy, no live trading.
An event-driven Python backtester with 122 indicators, frozen since April 2023.
Python backtesting for allocation and rebalancing rules, not entries and exits.
A one-call wrapper over Backtrader, dormant since 2023 and broken on PyPI.
Financial LLM adapters, instruction datasets and training notebooks, all MIT.
Gym-style market environments and deep-RL agents for trading research, MIT-licensed.
FinRL's successor, carrying one portfolio-weight vector from stock selection to Alpaca.
The community continuation of ib_insync — same API, new maintainers, TWS still required.
Open-weights transformer pre-trained on OHLCV bars. The training corpus is not released.
QuantConnect's engine without the cloud — your server, your data, your broker login.
One strategy class for backtest and live, plus a built-in LLM agent runtime.
Rust core, Python API, one strategy that backtests and trades live unchanged.
Python backtester with walk-forward model training and bootstrapped confidence bounds.
Microsoft's ML factor-research pipeline. The data its CLI downloads stops in late 2020.
An institutional-shaped Python backtester whose last commit to master was June 2024.
Zipline and Moonshot in Docker on your own hardware, wired to Interactive Brokers.
Vectorised backtesting — thousands of parameter combinations in one NumPy pass.
Paid vectorbt — native Rust simulators, streaming indicators and a built-in MCP server.
The maintained fork of Quantopian's Zipline. Bring your own data — it ships almost none.
Market Analysis & Portfolio Optimization Libraries12
GARCH and the rest of the volatility-model family, plus the tests you need around them.
The maintained fork of Quantopian's empyrical — risk statistics, no plots.
Sessions, minutes and holidays for 69 exchanges, keyed by ISO-10383 code.
Performance stats, drawdowns and portfolio weights from a DataFrame of prices.
Exchange schedules as pandas DataFrames, with CME, CBOE options and bond-market calendars.
The DataFrame indicator library whose repo is gone and whose last release is a year old.
Prices in, weights out — efficient frontier, Black-Litterman and HRP.
The open-source derivatives pricing library banks actually use, reachable from Python.
HTML tearsheets and about eighty risk metrics from one pandas series of returns.
Twenty-six convex risk measures, four objectives, one cvxpy-backed optimiser.
Portfolio optimisation as scikit-learn estimators — fit, predict, cross-validate.
The C indicator library everything else wraps — and pip now ships the C part with it.
Tick Data Storage & Time-Series Databases10
Real-time OLAP cluster built for high-concurrency dashboards, not for research joins.
Versioned Pandas frames written straight onto S3, with no server to run.
Columnar OLAP database that keeps years of ticks on disk cheaply and scans them fast.
Closed-source tick database with a vector language, as-of joins and streaming engines.
In-process analytical SQL over Parquet tick files, with no server to run.
Line-protocol time-series database rewritten on Arrow, DataFusion and Parquet.
The tick database trading desks have run for 25 years, queried in q rather than SQL.
Enterprise tick capture, storage and streaming analytics, sold only by quote.
Open-source time-series SQL built for tick data — ASOF JOIN, SAMPLE BY, LATEST ON.
Hypertables, columnar compression and continuous aggregates bolted onto plain Postgres.
JavaScript Charting Libraries for Finance9
Linkware — free in commercial products as long as the amCharts link stays on the chart.
Per-product, per-domain commercial licensing with a watermark until you pay.
Apache-2.0 general-purpose charting with a candlestick series and nothing else financial.
Commercial JS financial charting — 48 indicators, a navigator, a per-seat licence.
Apache-2.0 canvas candlesticks with 27 indicators built in and zero dependencies.
The chart and nothing else — six series types on canvas, attribution required.
Candlestick and OHLC traces in an MIT library the notebook already has installed.
WebGL and WebAssembly speed. The free build is watermarked and times out every 6 months.
Free, closed-source and companies-only — the licence is the whole decision.
AI Research Agents & Copilots4
LLM investor personas score a ticker, deterministic code sizes the book, nothing trades.
Open-source agents that turn a ticker and your own API keys into an analyst report.
Analyst, bull, bear, risk and portfolio-manager agents argue over one ticker.
A local finance research agent with 74 MCP tools, nine backtest engines and 14 brokers.
Financial MCP Servers3
Thirty-seven stock-analysis tools for any MCP client, on Yahoo data and no key.
SEC filings and XBRL financials as MCP tools, under AGPL or a paid commercial licence.
Screeners, technical analysis and backtests for any MCP client. No TradingView account.
Trading Journal Software2
An offline browser trade journal bought once, fed by your broker's CSV or Excel export.
The open-source trade journal you run in Docker, or rent hosted for $4.99 a month.
Stock Market Data APIs2
Fundamental Data & Stock Research Platforms1
Equibles
ClaimedFinancial research by browser, REST API and hosted MCP, with an AGPL self-hosted core
Insider, 13F & Congressional Trade Trackers1
Every 13F since 2014, free and account-free, from a Rails app you can run yourself.
Retirement & Portfolio Planning Calculators1
Free, MIT-licensed claiming calculator — every claiming month, priced by present value.
Macro & Economic Data APIs1
Macro series from 93 statistics offices and central banks behind one open API.
FAQ
Is self-hosted the same as open source?
No. Self-hosted says where the process runs; open source says what the licence lets you do with the code. Thirteen tools in this collection run on your own hardware without an OSI licence — kdb+, ArcticDB, Highcharts Stock, QuantRocket and VectorBT PRO among them — and several charge per developer seat or by memory for the privilege.
Does self-hosting a tracker mean my data never leaves the machine?
Your positions do not, which is usually the point. The prices still come from outside — Ghostfolio and Wealthfolio both fetch quotes from a provider such as Yahoo Finance or one you hold a key for, and every symbol you track is a request to it. What self-hosting removes is a vendor holding a standing copy of your portfolio, not every outbound request.
What does self-hosting actually cost?
For a tracker or a journal, a small machine and the hour it takes to bring up its containers, then the upgrades and backups for as long as you run it. For tick storage the arithmetic changes — LEAN's card puts bulk US equity tick history at 1.5 TB on disk — and the bill moves from the software to the disk and the machine that has to read it.
Which of these can run entirely offline?
The libraries and the databases, once the data is on disk — ClickHouse, QuestDB, TimescaleDB, ArcticDB, kdb+'s Community Edition, the charting libraries and any backtesting framework. Among the applications, Portfolio Performance keeps the whole portfolio in a file on your disk, so only the price refresh needs a connection. Anything that quotes a live price cannot, by definition.