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Connect Ghostfolio Investment Tracker to ChatGPT and Claude

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Manage your entire wealth portfolio through natural conversation.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 9 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-03

3 capabilities in this set.

Part of 9 available through Ghostfolio.

  1. 01

    Create account

    This capability creates a new investment account in Ghostfolio using a JSON payload.

  2. 02

    Create activity

    Use this to record a new investment activity like a buy or sell order.

  3. 03

    List accounts

    This capability pulls a full list of all your investment accounts from Ghostfolio.

Capability set02 / 03

04-06

3 capabilities in this set.

Part of 9 available through Ghostfolio.

  1. 04

    List activities

    Retrieve a complete history of all recorded investment activities.

  2. 05

    Delete activity

    This capability removes a specific recorded activity from your history.

  3. 06

    Get market data price

    Fetch the most recent market price for any asset symbol supported by Ghostfolio.

Capability set03 / 03

07-09

3 capabilities in this set.

Part of 9 available through Ghostfolio.

  1. 07

    Get portfolio holdings

    Get a detailed breakdown of your current holdings and their current valuations.

  2. 08

    Get portfolio summary

    This capability provides a high level summary of your overall portfolio performance.

  3. 09

    Update account

    Use this to modify the details of an existing investment account.

Real work

What teams actually run

01

Instant Trade Logging

Tell your agent you just bought a stock to record the transaction immediately.

02

Performance Audits

Ask for a summary to see your total gains and best performing assets.

03

Market Price Checks

Get the latest price for a specific symbol to check your current position value.

04

Account Organization

Create or update investment accounts as you open new brokerage accounts.

Automate a task

Put Ghostfolio to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Ghostfolio works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Ghostfolio to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

1021ms average. Fast in production.

Ghostfolio is checked daily against the live service.

Daily averagePeak 1263ms
Oct 3Today
Fastest day
796ms
Slowest day
1263ms
14-day trend
Improving-10%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 9 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Ghostfolio, so you can see the experience inside your AI.

It does not authenticate your account with Ghostfolio. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Ghostfolio Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_wZ58htlkIlIWyXSFvJpuR3RlTWl7DSN5fuXopmAC/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Ghostfolio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "ghostfolio-investment-tracker-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wZ58htlkIlIWyXSFvJpuR3RlTWl7DSN5fuXopmAC/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Ghostfolio in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Ghostfolio owners hand off.

This MCP is built for anyone who manages a personal or professional portfolio and wants to interact with their data using natural language.

  • 01

    Individual Investors

    People who want to track net worth and asset allocation without manual spreadsheet entry.

  • 02

    Financial Analysts

    Professionals who need to query portfolio metrics and market data during research.

  • 03

    Wealth Managers

    Users managing multiple accounts who want a faster way to check activity and performance.

FAQ

Questions Ghostfolio owners ask.

  • 01

    How do I connect my Ghostfolio data to my AI?

    You subscribe to the MCP on Vinkius and enter your Ghostfolio API key. Once connected, any MCP-compatible client can access your data.

  • 02

    Which AI clients can I use with this MCP?

    You can use this with any MCP-compatible client, including Claude, Cursor, and Windsurf.

  • 03

    Can I record dividends and interest?

    Yes, the MCP includes capabilities to record BUY, SELL, DIVIDEND, INTEREST, and FEE activities.

  • 04

    Does this provide real-time market prices?

    Yes, you can use the market data capability to fetch the latest prices for symbols supported by Ghostfolio.

  • 05

    Is my financial data secure?

    Vinkius hosts the MCP and manages your credentials securely so you can connect your client once and stay protected.

  • 06

    Can I see the current market value of all my holdings at once?

    Yes! Use the get_portfolio_holdings capability. It retrieves a detailed list of all your current assets along with their latest valuations based on market data.

  • 07

    How do I record a new stock purchase using the AI?

    Simply provide the details to your agent. It will use the create_activity capability with the type 'BUY', including the symbol, quantity, unit price, and account ID to record the transaction.

  • 08

    Can I check the price of a specific stock without looking at my portfolio?

    Yes. The get_market_data_price capability 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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