The Accounts tab lets you view and, with Scaryfolio Pro, manage Ghostfolio accounts, cash balances, holdings, and activities.
Viewing Accounts
The Accounts tab displays your Ghostfolio accounts with account name, value, currency, and transaction count where available.
Sorting Accounts
You can sort accounts by:
- Name
- Value
- Transactions
Excluded Accounts
Accounts excluded from analysis are hidden by default. With Scaryfolio Pro, enable Settings > View Options > Show Excluded Accounts to display them.
No Account
If Ghostfolio has activities or holdings without an associated account, Scaryfolio can show a synthetic "No Account" entry so those items are still visible.
Account Details
Open an account to view:
- Account value and cash balance when cash visibility is enabled
- Cash balance history when cash visibility is enabled
- Holdings in the account
- Activities and transaction history
- Account performance metrics and a detail chart where supported
Account performance metrics use the selected range, including 1D. The detail chart is not displayed for 1D, and it may also be unavailable on the first day of a week, month, or year because there is not yet a comparison point. The chart supports WTD, MTD, YTD, 1Y, 5Y, and Max when the selected period has usable data.
Using Contextual Menus
Many account management actions are available from contextual menus. On iPhone and iPad, touch and hold an item. On Mac, right-click or Control-click an item.
Contextual menus can appear for accounts, holdings, activities, watchlist items, and cash balance entries where actions are available. Some synthetic entries, such as "No Account", may not include edit or delete actions.
Creating and Editing Accounts
Requires Scaryfolio Pro
To create an account:
- Open the Accounts tab.
- Tap or click the add button.
- Enter account details.
- Save the account.
The account form includes:
- Account Name: Required.
- Initial Balance: Required numeric value when Show Cash Balance is enabled. New accounts created with cash visibility disabled start with a zero cash balance.
- Currency: Required.
- Comment: Optional.
- Tags: Existing Ghostfolio tags can be assigned to the account. Draft and Exclude from Analysis are managed separately and are not shown in this list.
- Exclude from Analysis: Optional toggle.
- Show Cash Balance: Controls whether the account's cash balance, history, and balance controls are visible.
Existing accounts can be edited from the account detail toolbar or from the account's contextual menu where available.
Show Cash Balance
Enable Show Cash Balance to display an account's cash balance card and cash balance history, and to use controls that change the balance. Disable it to hide those values and controls. Disabling the setting does not delete existing cash balance data. The setting synchronizes through iCloud with your other Scaryfolio devices.
Cash Balances
Editing requires Scaryfolio Pro
When cash visibility is enabled, Scaryfolio can display account cash balance history. With Pro, you can update an account cash balance and edit or delete balance entries from their contextual menus. Cash balances are saved to Ghostfolio using the account's currency.
Deleting Accounts
Requires Scaryfolio Pro
Deleting an account is permanent and may remove associated Ghostfolio data. Open the account's contextual menu, choose Delete, then confirm the deletion.
Holdings
Viewing Holdings
Holdings show symbol, name, quantity, current value, and performance data where Ghostfolio provides it.
Holding Details
Open a holding to view detailed performance, charts, asset information, and related activities.
Deleting Holdings
Requires Scaryfolio Pro
Deleting a holding removes its associated activities from Ghostfolio. Open the holding's contextual menu, choose Delete, then confirm the deletion. This action cannot be undone.
Activities and Transactions
Viewing Activities
Activities include buys, sells, dividends, interest, fees, liabilities, valuables, and other transaction records returned by Ghostfolio.
Adding Activities
Requires Scaryfolio Pro
- Open an account or holding.
- Tap or click the add activity button.
- Select or search for the symbol if needed.
- Choose the activity type.
- Enter details such as date, quantity, unit price or total price, fee, currency, and comment.
- Use Update Cash Balance when it is available and you want the activity to update today's account cash balance. This control is shown only when cash visibility is enabled for the account.
- Save the activity.
Buy, sell, and dividend activities require a symbol. Fee, interest, liability, and valuable activities can be entered without a symbol, but they require a name. The activity form supports locale-aware decimal entry and can calculate unit price from a total price when quantity is available.
Editing Activities
Requires Scaryfolio Pro
Open the activity's contextual menu from a holding or transaction list, then choose Edit to update supported activity fields. The activity type is fixed when editing an existing activity.
Deleting Activities
Requires Scaryfolio Pro
Open the activity's contextual menu, choose Delete, then confirm the deletion.
Symbol Search
When adding a new activity or watchlist item, search the symbols available from your Ghostfolio instance by ticker symbol or name. Results depend on your configured data sources.
Activity and watchlist symbol search can be filtered by Stocks, ETFs, Funds, Crypto, Bonds, Commodities, Other, or All. The available results still depend on the data sources configured by Ghostfolio.
Refreshing Account Data
- Account data refreshes during app data refreshes.
- You can manually refresh supported account views.
- After making a change, refresh if the latest information is not yet visible.
Tips
- Use clear account names so lists stay readable.
- Record activities soon after they happen.
- Include fees for better performance accuracy.
- Use comments for notes you may need later.
- Check Ghostfolio web periodically if a write operation behaves differently than expected.