If it’s specifically portfolio/investments you’re after, Ghostfolio is the popular self-hosted pick and it’s good.

Mine’s another option (disclosure: I’m the dev), Finlynq, AGPL, docker + postgres. It does lot-level cost basis, realized gains by tax year, dividends, and multi-currency with historical FX. Bonus: built-in MCP server so you can ask an AI assistant about the portfolio directly. Self-host or hosted.

Vs ghostfolio it’s broader (full budgeting/accounts too, not just investments) but younger. Actively developed, so if there’s a portfolio feature or broker import you’d need, I can bump it. Repo: github.com/finlynq/finlynq