Compatible with every major AI agent and IDE
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
How Vinkius protects your data
Can I audit what my AI agents are doing with this integration?
Yes, Vinkius provides an immutable, HMAC-chained audit log. Every tool execution, payload, and response is tracked in real-time on your dashboard, giving you complete visibility into your agent's actions.
How does the AI access my passwords and credentials?
It simply doesn't. On Vinkius, your passwords, API keys, and login details are kept in a secure vault. The AI (like ChatGPT or Claude) merely "asks" Vinkius to perform the task. Vinkius opens the door, does the work, and hands the result back to the AI. Your credentials are never seen, read, or learned by the artificial intelligence.
What if the AI ends up reading customer data or confidential information?
We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.
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.
Ghostfolio (Investment Tracker) Capabilities for AI Assistants
Add the Ghostfolio (Investment Tracker) tool to your AI Agents. The toolkit allows Claude and ChatGPT to securely fetch and update targeted data.
AI Semantic Routing for wealth management
Use Ghostfolio (Investment Tracker) to manage wealth management via conversational interfaces. The integration centralizes access control for productivity operations performed by ChatGPT.
Optimizing portfolio tracking with Claude
Use Ghostfolio (Investment Tracker) to interface with portfolio tracking via natural language. The toolkit provides Cursor with LLM-friendly schemas for productivity tasks.
Ghostfolio (Investment Tracker). Runs on everything.
From IDE to framework. Every connection governed by Vinkius.
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