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.
Connector Orchestration: 3 Connectors, one intelligent agent
Connect Ghostfolio, Alpha Vantage and Google Sheets Connectors 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 Connector
Convert any internal API into a Connector. 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 each 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 5,800+ servers whenever you need
- Connections are secured and compliant by default
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers and recipes added weekly
Superpowers you didn't know your AI had
The Vinkius catalog gives your agent access to 5,800+ Connectors and the intelligence to combine them. Imagine never logging into another dashboard. Your AI handles the work across all tools, in one conversation. That's what this connectivity layer 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 all platforms.
Contextual Reasoning
Each 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 Connectors once, and your agent handles the rest. Each time, without intervention.
Made for
exactly this
Your AI agent taps into the entire Vinkius AI Connectors 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 Connector Orchestration
Which Connectors 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 Connectors 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 Connector 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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Connectors used in this workflow
Ghostfolio (Investment Tracker)
Ghostfolio (Investment Tracker) lets you manage your entire investment portfolio through your AI agent. Instead of jumping between spreadsheets and banking apps, you can ask your agent to summarize your net worth, check current holdings, or record new trades. It links directly to your Ghostfolio instance to keep your financial data accurate and accessible in plain conversation.
Alpha Vantage
Alpha Vantage MCP. Access real-time stock market data, crypto prices, and forex rates via any AI agent. Get live quotes, technical indicators, and company fundamentals without leaving your chat interface.
Google Sheets
Google Sheets MCP lets you read, write, and manage spreadsheet data through your AI agent. Stop wasting time on manual data entry or complex formulas. Just tell your agent to pull specific ranges, add new rows, or create entire new sheets on the fly. It handles the tedious work of keeping your data organized so you can focus on making decisions.