VS Code CopilotIDE

Ghostfolio (Investment Tracker) MCP Server

Bring Wealth Management
to VS Code Copilot

Name: Ghostfolio (Investment Tracker) MCP Server
Price: 29 USD
Availability: InStock
Rating: 5.0 (1 reviews)
Author: Vinkius

Learn how to connect Ghostfolio (Investment Tracker) to VS Code Copilot 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 Subscribers

Create AccountCreate ActivityDelete ActivityGet Market Data PriceGet Portfolio HoldingsGet Portfolio SummaryList AccountsList ActivitiesUpdate Account

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Ask AI about this MCP Server ChatGPT Claude Perplexity

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

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)

create_account

Provide the account details as a JSON payload. Create a new investment account

create_activity

Create a new investment activity

delete_activity

Delete a specific activity

get_market_data_price

Get the latest price for a specific symbol

get_portfolio_holdings

Get current holdings and their valuations

get_portfolio_summary

Get a summary of the portfolio performance

list_accounts

List all investment accounts

list_activities

) from Ghostfolio. Retrieve a list of all activities

update_account

Update account details

Why VS Code Copilot?

GitHub Copilot Agent mode brings Ghostfolio (Investment Tracker) data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 9 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
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Project-scoped MCP configs (.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access
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Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
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GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

See it in action

Ghostfolio (Investment Tracker) in VS Code Copilot

AI Agent→Vinkius

High Security·Kill Switch·Plug and Play

Why Vinkius

Ghostfolio (Investment Tracker) and 4,000+ other MCP servers. One platform. One governance layer.

Teams that connect Ghostfolio (Investment Tracker) to VS Code Copilot 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.

4,000+MCP Servers ready

<40msCold start

60%Token savings

	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

Unlock for AI Agents View step-by-step setup guide for VS Code Copilot →

Enterprise Security

Why teams choose Vinkius for Ghostfolio (Investment Tracker) in VS Code Copilot

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 VS Code Copilot 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.

Unlock for AI Agents View full Ghostfolio (Investment Tracker) details →

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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

The Vinkius Advantage

How Vinkius secures
Ghostfolio (Investment Tracker) for VS Code Copilot

Every tool call from VS Code Copilot to the Ghostfolio (Investment Tracker) MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.

< 40msCold start

Ed25519Signed audit chain

60%Token savings

FAQ

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.

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.