MCP Recipe for Investment Performance Tracking.
Holdings imported, live prices applied, performance calculated with proper time-weighting , your investment returns measured, not guessed
Works with every AI agent you already use
…and any MCP-compatible client
Waiting for input…
Gemini How It Works
Here is what the data shows: Ghostfolio holds your complete investment history , every buy, sell, and dividend across all accounts.
Your AI agent pulls the portfolio summary: total value, allocation percentages, performance metrics. Then it reads individual holdings: 50 AAPL bought at $142, 20 NVDA bought at $450, plus 3 dividend payments received on JNJ totaling $312.
The agent enriches each holding with live Alpha Vantage data , current price, P/E ratio, sector, RSI. It calculates: total return per position (price appreciation + dividends), portfolio-level annualized return, allocation drift versus your target (60% stocks, 25% bonds, 15% cash), and which positions are pulling their weight versus dragging performance.
The Google Sheet shows three tabs: Holdings (every position with current data), Performance (total and time-weighted returns), and Allocation (target vs actual with drift percentages).
You opened 2 brokerage accounts 3 years ago, made 45 trades, received dividends, and have no idea what your actual annualized return is.
Now you do.
MCP Server Orchestration: 3 MCP Servers, one intelligent agent
Connect Ghostfolio, Alpha Vantage and Google Sheets MCP servers so your AI agent reads your transaction history and holdings from Ghostfolio, enriches them with live market data from Alpha Vantage, and builds a performance analytics dashboard in Google Sheets. Independent investors who buy and sell across multiple accounts but never know their true annualized return get clarity. The agent calculates total return, time-weighted return, dividend income, and allocation drift , the metrics that matter for long-term portfolio management.
Ghostfolio Investment Tracker
triggerReads holdings, activity history and portfolio summary
get_portfolio_holdings get_portfolio_summary list_activities list_accounts Alpha Vantage
actionEnriches holdings with live prices, company data and technicals
get_quote get_company_overview get_sector_performance get_rsi Google Sheets
actionBuilds the performance analytics dashboard
append_sheet_values update_sheet_values get_spreadsheet create_spreadsheet Run This Automation Today
Connect Claude, ChatGPT, Cursor, or any AI agent to the Vinkius catalog and run this automation in minutes.
Build Your Own MCP
Turn any internal API into an MCP server. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Connect & Automate
The 3 servers this recipe uses are ready in the catalog. Connect them once, paste a prompt, and your AI runs the full workflow.
- Ghostfolio Investment Tracker, Alpha Vantage & Google Sheets ready in the catalog right now
- Add more from 4,700+ servers whenever you need
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers and recipes added every week
Superpowers you didn't know your AI had
The Vinkius catalog gives your agent access to 4,700+ MCP servers and the intelligence to combine them. Imagine never logging into another dashboard. Your AI handles the work across every tool, in one conversation. That's what this infrastructure was built for.
Cross-Platform Intelligence
Your agent doesn't just connect to tools. It understands the relationships between them. Data flows where it needs to go, automatically, with full context preserved across every platform.
Contextual Reasoning
Every decision your agent makes considers the full picture. It reads CRM data, checks calendars, reviews conversation history, and acts on everything at once. Not step by step. All at once.
Productivity at Scale
What used to take 45 minutes across five different dashboards now takes one sentence. Your agent runs the entire workflow end to end while you focus on decisions that actually matter.
Zero-Config Reliability
No API keys to paste. No webhooks to configure. No YAML to debug. Connect your MCP servers once, and your agent handles the rest. Every time, without intervention.
Made for
exactly this
Your AI agent taps into the entire Vinkius MCP catalog to handle these for you. You describe what you need. It does the rest.
Independent investors with portfolios across 2-3 brokerage accounts who need a single performance dashboard that shows true annualized returns
Dividend investors tracking income received per position and total portfolio yield who want automated reporting without manual spreadsheet entry
Passive investors running a target allocation strategy (60/40, three-fund, etc.) who need to detect allocation drift and rebalancing signals
Self-directed retirement savers (IRA, SIPP, PEA) who need to measure whether their investment choices are outperforming or underperforming their benchmark
Frequently Asked Questions About This MCP Server Orchestration
Which MCP servers do I need for this workflow?
Three: Ghostfolio, Alpha Vantage and Google Sheets. Connect all three to your AI client before running any prompt from this page.
Does this work with Claude Desktop, Cursor or Windsurf?
Yes. Any AI client that supports the Model Context Protocol works , Claude Desktop, Cursor, Windsurf, Cline and others. Connect the MCP servers and paste a prompt.
What is Ghostfolio?
Ghostfolio is an open-source, privacy-first investment tracker. You import your buy/sell/dividend transactions from any broker. It becomes your central portfolio ledger. The MCP reads this data without connecting directly to your brokerage accounts.
Does this connect to my brokerage account?
No. Ghostfolio holds your transaction history , you import it manually or via CSV. Alpha Vantage provides market data. Neither MCP connects to your brokerage login. Your credentials are never involved.
Is my portfolio data secure?
Ghostfolio can run self-hosted or on their cloud. Your data stays in your Ghostfolio instance. Alpha Vantage provides public market data. Vinkius does not store your portfolio.
Can I track crypto and stocks in the same portfolio?
Yes. Ghostfolio supports stocks, ETFs, bonds, and cryptocurrencies. Alpha Vantage provides pricing for all these asset classes. Your portfolio view includes everything.
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MCP servers used in this workflow
Ghostfolio (Investment Tracker)
Ghostfolio (Investment Tracker) MCP Server monitors your net worth and manages investments through natural conversation. Connect your AI client to track holdings, record transactions (BUY/SELL/DIVIDEND), and get real-time portfolio summaries. You can manage multiple accounts and query market prices for any supported asset symbol.
Alpha Vantage
Alpha Vantage connects any AI client to global financial markets. It gives you real-time quotes, historical OHLCV data (daily through intraday), technical indicators like RSI/MACD, corporate fundamentals, and crypto/forex rates—all from a single conversation.
Google Sheets
Google Sheets MCP Server lets your AI client read, write, and manage data directly in Google Sheets. Use conversational commands to pull data from specific ranges, append new rows, or structure entire spreadsheets. It acts as an analyst, letting you manipulate complex data without opening the GUI or writing formulas.