Ghostfolio (Investment Tracker) MCP Server with 9 Tools for Claude, Cursor, and AI Agents
GDPR Free for SubscribersTrack your wealth and manage investment portfolios via Ghostfolio — monitor holdings, record activities, and analyze performance through AI. Vinkius routes your AI agents directly to Ghostfolio (Investment Tracker) through a governed connection. 9 tools ready to use with Claude, ChatGPT, Cursor, or any AI agent — no hosting, no setup, connect in 30 seconds.
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Compatible with every major AI agent and IDE
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What is the Ghostfolio MCP Server?
The Ghostfolio MCP Server routes AI agents like Claude, ChatGPT, and Cursor directly to Ghostfolio via 9 tools. Track your wealth and manage investment portfolios via Ghostfolio — monitor holdings, record activities, and analyze performance through AI. Powered by Vinkius — your credentials stay on your side of the connection, every request is auditable. Connect in under 2 minutes.
Built-in capabilities (9)
Tools for your AI Agents to operate Ghostfolio
Ask your AI agent "Give me a summary of my portfolio performance." and get the answer without opening a single dashboard. With 9 tools connected to real Ghostfolio data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by Vinkius — your credentials never touch the AI model, every request is auditable. Connect in under two minutes.
Why teams choose Vinkius
One subscription gives you the infrastructure to connect your AI agents to thousands of MCP servers — and deploy your own to the Vinkius Edge. Your credentials stay yours. Your data flows directly between your agent and the API. DLP blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade routing and governance, zero maintenance.
Build your own MCP Server with our secure development framework →The Ghostfolio (Investment Tracker) App Connector works with every AI agent you already use
…and any MCP-compatible client
Use all 9 Ghostfolio (Investment Tracker) tools with your AI agents right now
Vinkius routes your AI agents to Ghostfolio (Investment Tracker) through a governed proxy. Beyond a simple connection, you get full visibility into every action your agents perform, with enterprise-grade security and up to 60% savings on AI costs.
Create account on Ghostfolio (Investment Tracker)
Provide the account details as a JSON payload. Create a new investment account
Create activity on Ghostfolio (Investment Tracker)
Create a new investment activity
Delete activity on Ghostfolio (Investment Tracker)
Delete a specific activity
Get market data price on Ghostfolio (Investment Tracker)
Get the latest price for a specific symbol
Get portfolio holdings on Ghostfolio (Investment Tracker)
Get current holdings and their valuations
Get portfolio summary on Ghostfolio (Investment Tracker)
Get a summary of the portfolio performance
List accounts on Ghostfolio (Investment Tracker)
List all investment accounts
List activities on Ghostfolio (Investment Tracker)
) from Ghostfolio. Retrieve a list of all activities
Update account on Ghostfolio (Investment Tracker)
Update account details
What the Ghostfolio (Investment Tracker) MCP Server unlocks
Connect your Ghostfolio instance to any AI agent to monitor your net worth and manage your investment portfolio through natural conversation.
What you can do
- Portfolio Performance — Get high-level summaries of your portfolio's performance and statistics.
- Holdings & Valuations — Retrieve detailed lists of current holdings with real-time market valuations.
- Activity Tracking — Record new transactions (BUY, SELL, DIVIDEND, INTEREST, FEE) or delete existing ones.
- Account Management — List, create, and update your investment accounts directly.
- Market Data — Fetch the latest market prices for any asset symbol supported by Ghostfolio.
How it works
1. Subscribe to this server
2. Enter your Ghostfolio API Key (and optionally your instance URL)
3. Start managing your investments from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Individual Investors — track your net worth and asset allocation without manual spreadsheet updates.
- Financial Analysts — quickly query portfolio metrics and market data during research.
- Wealth Managers — manage multiple accounts and activities through a streamlined AI interface.
Frequently asked questions about the Ghostfolio (Investment Tracker) MCP Server
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.
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We built the connector to Ghostfolio (Investment Tracker). Now put your agents to work. Fully governed.
Vinkius is the AI Gateway with managed hosting. Stop building connectors. Every connection runs inside eight layers of security.
Hosted, sandboxed, and live on AWS. You don't provision anything. You don't maintain anything. You connect.
Every tool call, every token, every response. Logged and auditable. Data flows direct from Ghostfolio (Investment Tracker) to your agent. Nothing is stored on our side. Ever.
Eight governance layers on every request. Sensitive data redacted before it reaches the model. Kill switch if anything goes sideways. Always on.