• NET WORTH
  • PERFORMANCE
  • ASSETS
  • HUMAN

How to analyze portfolio performance with your AI

Connect Ghostfolio to your AI client to turn raw investment data into clear, conversational insights. Once connected, you can ask questions about your holdings and performance without manual exports.

Ask AI about this page

Short answer

How can I analyze my portfolio performance with AI?

Your AI client pulls your specific asset data and current market prices directly from Ghostfolio to calculate gains and net worth. You get a breakdown of your holdings and performance metrics through simple chat commands.

The outcomes

What you get from your AI

The AI processes your Ghostfolio data to produce these specific outcomes.

NET WORTH

Total value snapshots

The AI pulls your current balance and asset totals to give you a high-level view of your wealth.

PERFORMANCE

Gain and loss tracking

By comparing your holdings against market data, your agent calculates your actual returns and performance trends.

ASSETS

Detailed holding lists

Get a granular look at exactly what you own, including specific quantities and current valuations.

HUMAN

Strategic decisions

The AI provides the data, but you decide how to rebalance your portfolio or change your investment strategy.

The workflow

What your AI does when the data arrives.

The AI follows a specific sequence to turn your Ghostfolio records into meaningful answers.

  1. Aggregates totals

    The agent first looks at your high-level account status to understand your overall financial position.

    get_portfolio_summary

  2. Identifies assets

    It then looks at the specific stocks, crypto, or funds you currently hold in your account.

    get_portfolio_holdings

  3. Fetches pricing

    To find out what those assets are worth right now, the agent checks current market rates.

    get_market_data_price

  4. Calculates results

    Finally, the AI compares your purchase costs against current prices to report your gains or losses.

    get_portfolio_holdingsget_market_data_price

Try it

Copy these to start.

Use these prompts to begin interacting with your Ghostfolio data.

Starting points

These are basic questions. You can swap out specific asset names or timeframes to get more targeted answers.

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"
    }
  }
}
Copy into chat04

  • What is my current net worth according to Ghostfolio?

  • Show me a list of all my holdings and their current values.

  • Which of my assets has performed the best recently?

  • Summarize my total gains and losses across my entire portfolio.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Ghostfolio once, then ask.

Follow the link to connect your account. Your login credentials stay encrypted and secure on our end, and you can find the full technical details on the Connector page.

Connect Ghostfolio to your AI

FAQ

How this task behaves

  • 01

    Can the AI execute trades in my Ghostfolio account?

    No. The AI can only read your data to provide analysis. It cannot buy or sell assets.

  • 02

    Does the AI update my Ghostfolio records?

    No. The AI is read-only. It cannot add new transactions or change your existing holdings.

  • 03

    How does the AI know the current price of my stocks?

    The AI uses a specific tool to fetch real-time market data to supplement your Ghostfolio records.

  • 04

    Can I ask about specific assets I don't own?

    Yes, you can ask for market prices of any asset, but the AI can only analyze the performance of assets currently in your Ghostfolio portfolio.

  • 05

    Is my financial data visible to Vinkius?

    No. Vinkius hosts the connection, but your sensitive credentials remain encrypted.

  • More questions about Ghostfolio? The Connector page answers them. See everything the Ghostfolio Connector can do

Connect Ghostfolio to Claude, Cursor, ChatGPT & more