• LEDGER
  • HISTORY
  • USER
  • HUMAN

How to log investment transactions with your AI

Connect Ghostfolio to your AI client once. After that, you just tell your agent what you bought or sold, and it updates your ledger.

Ask AI about this page

Short answer

How can I log my trades using AI?

You tell your AI client about a trade, dividend, or sale in plain English. The AI uses the Ghostfolio MCP to create those entries in your ledger immediately. You'll see your portfolio update without opening the Ghostfolio web app.

The results

Where your data lands

Every command you give your agent results in a specific update to your Ghostfolio account.

LEDGER

New transaction entries

The AI uses create_activity to add buys, sells, or dividends. Your portfolio balances update automatically.

HISTORY

Activity logs

Every trade you mention gets recorded as a discrete event. You can see the history of what your AI did in your Ghostfolio dashboard.

USER

Account verification

The AI checks your Ghostfolio identity to ensure it's posting to the right account. This keeps your data isolated and secure.

HUMAN

Manual oversight

You stay in control. The AI won't move money or change settings; it only adds activity based on your direct instructions.

The workflow

What your AI does when a trade is mentioned.

The AI translates your chat messages into structured ledger entries.

  1. Parse the trade

    Your agent reads your message to find the ticker, amount, price, and type of transaction.

    create_activity

  2. Identify the account

    The AI confirms which Ghostfolio user is making the request to prevent errors.

    create_activity

  3. Execute the entry

    The agent sends the specific transaction details to the Ghostfolio ledger.

    create_activity

  4. Confirm completion

    The AI tells you the transaction was successful and summarizes what was added.

    create_activity

Try it

Copy these to start.

Use these prompts to begin logging data to Ghostfolio.

Starting points

Swap out the bracketed info with your actual stock symbols and amounts.

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

  • I just bought 5 shares of AAPL at $185.00. Log this in Ghostfolio.

  • Record a dividend payment of $12.50 for my MSFT holdings.

  • I sold 10 units of TSLA at $210.50. Add this sale to my ledger.

  • Log a buy for 50 units of VTI at $240.00.

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

Start here

Connect Ghostfolio once, then ask.

Click the link below to link your account. Your credentials stay encrypted and your AI gets immediate access to the Ghostfolio tools.

Connect Ghostfolio to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete my existing transactions?

    No. The AI only has the ability to create new activity. It cannot delete or modify past entries in your Ghostfolio ledger.

  • 02

    Does the AI handle my actual bank transfers?

    No. The AI only logs the transaction data into Ghostfolio. It has no access to your bank or brokerage accounts to move money.

  • 03

    Can I use this with Claude or Cursor?

    Yes. Any MCP-compatible client like Claude, Cursor, or Windsurf can use this once you connect it via Vinkius.

  • 04

    What happens if I mistype a ticker symbol?

    The AI will attempt to process the command, but if the ticker doesn't exist in your Ghostfolio setup, the entry may fail. You'll need to check your Ghostfolio dashboard to verify the entry.

  • 05

    Can the AI change my Ghostfolio settings?

    No. The AI is limited to the specific tools provided, which are focused on creating activity entries.

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

Connect Ghostfolio to Claude, Cursor, ChatGPT & more