• NEW
  • SYNC
  • VIEW
  • MANUAL

How to manage investment accounts with your AI

Connect Ghostfolio to your AI client once. After that, you can handle your entire portfolio through conversation.

Ask AI about this page

Short answer

How can I manage my investment accounts with AI?

You use your AI client to talk directly to Ghostfolio. It handles adding new accounts, updating existing ones, and pulling lists of your current holdings. You get a clear view of your portfolio through these direct actions.

The results.

Where your data lands.

The AI maps your chat commands to specific Ghostfolio actions.

NEW

Add new accounts

The AI sets up new brokerage entries in Ghostfolio based on your description. Your portfolio grows as you tell your agent about new assets.

SYNC

Update holdings

Change account details or balances by simply stating the update. The AI keeps your Ghostfolio records current.

VIEW

List all accounts

Ask for a summary of what you own. The AI pulls your full account list from Ghostfolio instantly.

MANUAL

Human review

You stay in control. The AI prepares the data, but you decide when to commit changes to your actual Ghostfolio account.

The workflow

What your AI does when you ask.

Your agent translates your plain English into specific Ghostfolio commands.

  1. Identify intent

    Your AI client looks at your request to see if you want to add, change, or view an account.

    list_accounts

  2. Register assets

    When you mention a new brokerage, the AI uses the appropriate tool to register it in your tracker.

    create_account

  3. Modify records

    If you need to fix a balance or change a name, the AI updates the specific record you point to.

    update_account

  4. Verify changes

    The AI can pull the latest account data to confirm that your requested changes were applied correctly.

    list_accounts

Try it

Copy these to start.

Use these prompts to begin managing your Ghostfolio data.

Starting points

These are opening lines. Swap out the bracketed text with your actual brokerage names or account details.

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

  • Create a new account in Ghostfolio for my Vanguard brokerage.

  • Update my Chase account balance to reflect the new deposit.

  • List all my current investment accounts in Ghostfolio.

  • Add a new account for my Fidelity Roth IRA.

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

Start here

Connect Ghostfolio once, then ask.

Follow the link to link your account. Your login credentials stay encrypted and secure, 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 delete my accounts?

    No. The current tools only allow for creating, updating, or listing accounts. Deletion must be done manually in Ghostfolio.

  • 02

    Does the AI execute trades for me?

    No. This MCP only manages the tracking and record-keeping within Ghostfolio. It cannot interact with your actual brokerage to buy or sell stocks.

  • 03

    Can I see my total portfolio value?

    Yes, by asking the AI to list your accounts, it can pull the data needed to show your holdings.

  • 04

    Do I have to type everything perfectly?

    No. You can speak naturally. The AI interprets your intent and maps it to the correct Ghostfolio action.

  • 05

    Will the AI change my data without asking?

    No. You remain the final authority. The AI prepares the update, but you confirm the action in your chat interface.

  • More questions about Ghostfolio? See everything the Ghostfolio Connector can do

Connect Ghostfolio to Claude, Cursor, ChatGPT & more