Bring Wealth Management
to Cursor
Learn how to connect Ghostfolio (Investment Tracker) to Cursor and start using 9 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Ghostfolio (Investment Tracker) MCP Server?
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
- Subscribe to this server
- Enter your Ghostfolio API Key (and optionally your instance URL)
- 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.
Built-in capabilities (9)
Provide the account details as a JSON payload. Create a new investment account
Create a new investment activity
Delete a specific activity
Get the latest price for a specific symbol
Get current holdings and their valuations
Get a summary of the portfolio performance
List all investment accounts
) from Ghostfolio. Retrieve a list of all activities
Update account details
Why Cursor?
Cursor's Agent mode turns Ghostfolio (Investment Tracker) into an in-editor superpower. Ask Cursor to generate code using live data from Ghostfolio (Investment Tracker) and it fetches, processes, and writes. all in a single agentic loop. 9 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.
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Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context
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Cursor's Composer feature can generate entire files using real-time data fetched through MCP. no copy-pasting from external dashboards
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MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment
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VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools
Ghostfolio (Investment Tracker) in Cursor
Ghostfolio (Investment Tracker) and 4,000+ other MCP servers. One platform. One governance layer.
Teams that connect Ghostfolio (Investment Tracker) to Cursor through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 4,000+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Ghostfolio (Investment Tracker) in Cursor
The Ghostfolio (Investment Tracker) MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 9 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Cursor only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
Ghostfolio (Investment Tracker) for Cursor
Every tool call from Cursor to the Ghostfolio (Investment Tracker) MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
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.
What is Agent mode and why does it matter for MCP?
Agent mode is Cursor's autonomous execution mode where the AI can perform multi-step tasks: reading files, editing code, running terminal commands, and calling MCP tools. Without Agent mode, Cursor operates in a simpler ask-and-answer mode that doesn't support tool calling. Always ensure you're in Agent mode when working with MCP servers.
Where does Cursor store MCP configuration?
Cursor looks for MCP server configurations in a mcp.json file. You can configure servers at the project level (.cursor/mcp.json in your project root) or globally (~/.cursor/mcp.json). Project-level configs take precedence.
Can Cursor use MCP tools in inline edits?
No. MCP tools are only available in Agent mode through the chat panel. Inline completions and Tab suggestions do not trigger MCP tool calls. This is by design. tool calls require user visibility and approval.
How do I verify MCP tools are loaded?
Open Settings → Features → MCP and look for your server name. A green indicator means the server is connected. You can also check Agent mode's available tools by clicking the tools dropdown in the chat panel.
Tools not appearing in Cursor
Ensure you are in Agent mode (not Ask mode). MCP tools only work in Agent mode.
Server shows as disconnected
Check Settings → Features → MCP and verify the server status. Try clicking the refresh button.
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