# Ghostfolio MCP for AI Agents AI Agent Connect > Ghostfolio (Investment Tracker) lets you manage your entire investment portfolio through your AI agent. Instead of jumping between spreadsheets and banking apps, you can ask your agent to summarize your net worth, check current holdings, or record new trades. It links directly to your Ghostfolio instance to keep your financial data accurate and accessible in plain conversation. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_wZ58htlkIlIWyXSFvJpuR3RlTWl7DSN5fuXopmAC/ai-agent-connect - **Tags:** wealth-management, portfolio-tracking, investment-analysis, financial-reporting, asset-management, open-source ## Description Connect your Ghostfolio instance to your AI agent to monitor your net worth and manage your investment portfolio through natural conversation. Instead of jumping between different apps or updating a spreadsheet every time you make a move, you can just tell your agent what happened. Whether you just bought a stock, received a dividend, or want to see how your total wealth has changed over the last month, the agent handles the heavy lifting. It pulls your current holdings and market valuations so you can see exactly where your money is at any moment. Because Vinkius hosts this Connector, you can easily plug it into your daily routine to keep your financial data organized and accurate. It turns your investment tracking from a manual chore into a simple conversation, giving you a clear picture of your finances without the friction of manual data entry. ## Tools ### list_accounts See a list of all your investment accounts. This helps you stay organized by viewing every account in one place. ### list_activities Retrieve a history of all your past transactions. Use this to check your previous buys, sells, and dividends. ### create_account Add a new investment account to your Ghostfolio instance. This lets you expand your portfolio tracking to new brokers or wallets. ### create_activity Log a new investment activity like a buy or sell. This keeps your records up to date without manual entry. ### delete_activity Remove a specific transaction from your history. Use this to correct mistakes or remove old data. ### get_market_data_price Get the latest price for any supported asset symbol. This provides real-time data for your current holdings. ### get_portfolio_holdings See your current holdings and their total valuations. This gives you a clear view of what you own right now. ### get_portfolio_summary Get a high-level summary of your portfolio performance. Use this to see your total gains and net worth at a glance. ### update_account Update the details of your existing investment accounts. This ensures your account names and types are always correct. ## Prompt Examples **Prompt:** ``` Give me a summary of my portfolio performance. ``` **Response:** ``` I've retrieved your portfolio summary. Your total net worth is **$125,430.50**, with a total gain of **+12.4% ($13,850.20)**. Your best performing asset is **NVIDIA (+45%)**. ``` **Prompt:** ``` List all my investment accounts in Ghostfolio. ``` **Response:** ``` You have 3 active accounts: * **Main Brokerage** (USD) * **Crypto Wallet** (BTC) * **Retirement Fund** (EUR) Which one would you like to inspect? ``` **Prompt:** ``` Record a purchase of 10 shares of AAPL at $185.50 in my Main Brokerage account. ``` **Response:** ``` I've successfully recorded the **BUY** activity for 10 shares of AAPL at $185.50. The transaction has been added to your **Main Brokerage** account. ``` ## Capabilities ### Get portfolio performance summaries Ask your agent to show you your total net worth and gains across all accounts. ### View current holdings and valuations See a detailed list of what assets you own and what they are worth right now. ### Record new buy, sell, or dividend activities Tell your agent to log a new trade or income and it updates your records automatically. ### Manage and update investment accounts Add new accounts or edit existing ones to keep your portfolio structure accurate. ### Fetch real-time market prices for assets Get the latest price for any supported symbol to keep your valuations current. ## Use Cases ### Tracking Net Worth A user asks 'What's my total net worth?' The agent uses get_portfolio_summary to show a total value and total gain. ### Logging a Trade A user says 'I just bought 10 shares of AAPL for $180.' The agent uses create_activity to log the trade. ### Researching Prices A user asks 'What is the current price of Bitcoin?' The agent uses get_market_data_price to fetch the latest data. ### Organizing Accounts A user says 'Add a new account for my crypto wallet.' The agent uses create_account to add it to Ghostfolio. ## Benefits - Get instant portfolio updates by using get_portfolio_summary to see your total gains and net worth. - Stop manual data entry by using create_activity to log trades as they happen. - Keep your valuations accurate with get_market_data_price for real-time market data. - Organize your assets easily by using list_accounts and create_account to manage different buckets. - Audit your history quickly with list_activities to see every transaction you've ever made. ## How It Works The bottom line is you get a conversational interface for your entire investment portfolio. 1. Subscribe to the Connector and provide your Ghostfolio API Key. 2. Connect the Connector to your preferred AI client like Claude or Cursor. 3. Ask your agent to summarize your wealth or log a new transaction. ## Frequently Asked Questions **Can I use Ghostfolio MCP to track my net worth?** Yes. You can ask your agent to pull a summary of your total net worth and performance gains across all connected accounts instantly. **Does Ghostfolio MCP support crypto assets?** Yes. It supports any asset symbol that is compatible with your Ghostfolio instance, including various cryptocurrencies. **How do I log a new trade using Ghostfolio MCP?** Just tell your agent to record a buy, sell, or dividend. It will handle the entry into Ghostfolio for you without any manual typing. **Can I manage multiple investment accounts with Ghostfolio MCP?** Yes. You can list, create, and update multiple accounts, allowing you to keep different buckets like retirement and brokerage organized. **Is Ghostfolio MCP good for professional wealth managers?** Yes. It allows wealth managers to quickly query portfolio metrics and manage multiple client accounts through a single chat interface. **Does Ghostfolio MCP provide real-time price updates?** Yes. The Connector can fetch the latest market prices for your assets so your valuations stay current during your research. **Can I see the current market value of all my holdings at once?** Yes! Use the `get_portfolio_holdings` tool. It retrieves a detailed list of all your current assets along with their latest valuations based on market data. **How do I record a new stock purchase using the AI?** Simply provide the details to your agent. It will use the `create_activity` tool with the type 'BUY', including the symbol, quantity, unit price, and account ID to record the transaction. **Can I check the price of a specific stock without looking at my portfolio?** Yes. The `get_market_data_price` tool allows you to fetch the latest price for any asset symbol (like 'AAPL' or 'BTC') directly from Ghostfolio's data providers.