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How to Use the Ghostfolio (Investment Tracker) MCP in VS Code Copilot

Give your engineering team direct access to Ghostfolio portfolio tracking inside VS Code Copilot using an MCP Server.

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VS Code Copilot

Connect Ghostfolio (Investment Tracker) MCP to VS Code Copilot

Create your Vinkius account to connect Ghostfolio (Investment Tracker) to VS Code Copilot and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Team-wide portfolio monitoring

The `get_portfolio_summary` tool brings high-level performance metrics straight into your shared VS Code environment. Teams can monitor shared investment goals or corporate treasury holdings during standups. Because configuration can be committed to Git, every developer on your team gets instant access to these metrics. This ensures everyone looks at the same financial data.

Collaborative transaction logging

The `create_activity` tool allows team members to log shared asset transactions without leaving the editor. Your AI agent handles the formatting and submits the trade directly to your self-hosted instance. If a transaction needs correction, `delete_activity` removes it using its unique identifier. Developers can verify the active transaction list anytime by running `list_activities` through the MCP bridge.

Multi-account coordination

The `list_accounts` tool maps out all corporate or personal accounts configured in your system. This prevents team members from logging activities to the wrong ledger. You can update specific account details using `update_account` or create new ones using `create_account`. This keeps your team's development sandboxes organized.

Setup guide

Set up Ghostfolio (Investment Tracker) MCP in VS Code Copilot

Prerequisites

  • VS Code 1.99 or later with GitHub Copilot extension
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open MCP configuration

    Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.

  2. 2

    Add the Ghostfolio (Investment Tracker) MCP

    Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.

  3. 3

    Switch to Agent mode

    Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.

  4. 4

    Verify the connection

    In the Copilot Chat input, type # to list available tools. You should see the Ghostfolio (Investment Tracker) tools listed. Try asking: "List my recent Ghostfolio (Investment Tracker) transactions" and Copilot will invoke them automatically.

.vscode/mcp.json
{
  "mcpServers": {
    "ghostfolio-investment-tracker-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Ghostfolio. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Ghostfolio (Investment Tracker) MCP in VS Code Copilot

You can commit a configuration file directly to your Git repository. This allows every developer on the team to access the tools automatically. They only need to supply their own local environment tokens.
Yes, your team can manage shared portfolios directly from the chat interface. Copilot uses `get_portfolio_summary` to show performance metrics or asset weightings. This keeps your treasury tracking centralized.
Your financial data and API keys are protected by VS Code's enterprise-grade security. The MCP Server connection runs through a secure local process, ensuring your transaction histories are never exposed to public networks. This maintains strict data isolation.
Yes, you can use `get_market_data_price` to fetch the current valuation of any asset. This is useful for verifying market movements before committing new transaction logs.
Your transaction data is sent directly to your configured Ghostfolio instance database. The server acts as an ephemeral bridge and never caches your financial records or credentials. Your private financial history remains entirely under your own hosting control.

Start using the Ghostfolio (Investment Tracker) MCP today

We host it, we monitor it, we maintain it. You just paste one token.

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