Ghostfolio (Investment Tracker) Connector for AI agents.
9 live capabilities
Manage your investment portfolio and track net worth through natural conversation.
Waiting for input…
Why people use Ghostfolio (Investment Tracker)
Ghostfolio for Automated Wealth Management
With this Connector, you just tell your agent what happened. You can ask for a summary of your performance or log a new trade in seconds. You get a real-time view of your wealth without ever touching a spreadsheet again.
What Vinkius changes
You get a conversational interface for your entire investment portfolio.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Tracking Net Worth
A user asks 'What's my total net worth?
- Real-world use case 02
Logging a Trade
A user says 'I just bought 10 shares of AAPL for $180.
- Real-world use case 03
Researching Prices
A user asks 'What is the current price of Bitcoin?
Complete set · 9capabilities
The complete Ghostfolio (Investment Tracker) capability set.
These are the exact actions your AI can choose when you ask it to work with Ghostfolio (Investment Tracker).
01—03
3 capabilities in this set.
Part of 9 available through Ghostfolio (Investment Tracker).
- 01 Capability
List accounts
See a list of all your investment accounts. This helps you stay organized by viewing every account in one place.
- 02 Capability
List activities
Retrieve a history of all your past transactions. Use this to check your previous buys, sells, and dividends.
- 03 Capability
Create account
Add a new investment account to your Ghostfolio instance. This lets you expand your portfolio tracking to new brokers or wallets.
04—06
3 capabilities in this set.
Part of 9 available through Ghostfolio (Investment Tracker).
- 04 Capability
Create activity
Log a new investment activity like a buy or sell. This keeps your records up to date without manual entry.
- 05 Capability
Delete activity
Remove a specific transaction from your history. Use this to correct mistakes or remove old data.
- 06 Capability
Get market data price
Get the latest price for any supported asset symbol. This provides real-time data for your current holdings.
07—09
3 capabilities in this set.
Part of 9 available through Ghostfolio (Investment Tracker).
- 07 Capability
Get portfolio holdings
See your current holdings and their total valuations. This gives you a clear view of what you own right now.
- 08 Capability
Get portfolio summary
Get a high-level summary of your portfolio performance. Use this to see your total gains and net worth at a glance.
- 09 Capability
Update account
Update the details of your existing investment accounts. This ensures your account names and types are always correct.
Set up in minutes
One URL. Then ask Ghostfolio (Investment Tracker) to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Ghostfolio (Investment Tracker) from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_wZ58htlkIlIWyXSFvJpuR3RlTWl7DSN5fuXopmAC/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Ghostfolio (Investment Tracker), and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Ghostfolio (Investment Tracker) for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_wZ58htlkIlIWyXSFvJpuR3RlTWl7DSN5fuXopmAC/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Ghostfolio (Investment Tracker) URL.
- Step 03
Save and start
Save the connection and enable Ghostfolio (Investment Tracker) in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"ghostfolio-investment-tracker": {
"url": "https://edge.vinkius.com/vk_preview_wZ58htlkIlIWyXSFvJpuR3RlTWl7DSN5fuXopmAC/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Ghostfolio (Investment Tracker)
Open Agent mode in chat and ask: "Using Ghostfolio (Investment Tracker), help me...". 9 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"ghostfolio-investment-tracker": {
"url": "https://edge.vinkius.com/vk_preview_wZ58htlkIlIWyXSFvJpuR3RlTWl7DSN5fuXopmAC/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Ghostfolio (Investment Tracker)
Ask Copilot: "Using Ghostfolio (Investment Tracker), help me...". 9 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"ghostfolio-investment-tracker": {
"url": "https://edge.vinkius.com/vk_preview_wZ58htlkIlIWyXSFvJpuR3RlTWl7DSN5fuXopmAC/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Ghostfolio (Investment Tracker)
Open Cascade and ask: "Using Ghostfolio (Investment Tracker), help me...". 9 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"ghostfolio-investment-tracker": {
"url": "https://edge.vinkius.com/vk_preview_wZ58htlkIlIWyXSFvJpuR3RlTWl7DSN5fuXopmAC/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Ghostfolio (Investment Tracker)
Ask Cline: "Using Ghostfolio (Investment Tracker), help me...". 9 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add ghostfolio-investment-tracker --transport http "https://edge.vinkius.com/vk_preview_wZ58htlkIlIWyXSFvJpuR3RlTWl7DSN5fuXopmAC/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Ghostfolio (Investment Tracker)
Ask Claude: "Using Ghostfolio (Investment Tracker), show me...". 9 tools are ready
Where the request belongs
Work Ghostfolio can move forward.
This is for anyone who feels overwhelmed by manual portfolio tracking. It is for the person who wants a clean view of their net worth without the tedious work of updating rows in a spreadsheet every single day.
Individual Investor
Checks portfolio health and logs trades on the go without opening a browser.
Financial Analyst
Pulls market data and portfolio metrics for quick research and reporting.
Wealth Manager
Manages multiple client accounts and updates activities through a single chat interface.
When one Connector is not enough
Carry the request into a workflow.
Combine Ghostfolio with the systems that finish the task.
View all recipesBuild the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsAddepar
Investment management and reporting. manage portfolios, accounts, and financial performance via AI.
Klipfolio
Build real-time business dashboards that pull from hundreds of data sources and give every stakeholder the metrics they need.
Dynamo Software
Equip your AI agent to manage alternative investments, track portfolios, and monitor funds via the Dynamo API.
Celoxis
Empower your AI agents to manage complex portfolios, track project milestones, and analyze resource timesheets on Celoxis.
Delio
Automate wealth management workflows via Delio Core OS. manage deals, investors, portfolio transactions, compliance forms, and platform users from any AI agent.
PreciseFP
Collect client financial data digitally with compliant intake forms designed for wealth management and financial planning firms.
Bring your own AI
Change the model, client or framework. Keep Ghostfolio connected.
-
Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Ghostfolio.
The practical details behind the request, access and result.
Can I use Ghostfolio MCP to track my net worth?
Yes. You can ask your agent to pull a summary of your total net worth and performance gains across all connected accounts instantly.
Does Ghostfolio MCP support crypto assets?
Yes. It supports any asset symbol that is compatible with your Ghostfolio instance, including various cryptocurrencies.
How do I log a new trade using Ghostfolio MCP?
Just tell your agent to record a buy, sell, or dividend. It will handle the entry into Ghostfolio for you without any manual typing.
Can I manage multiple investment accounts with Ghostfolio MCP?
Yes. You can list, create, and update multiple accounts, allowing you to keep different buckets like retirement and brokerage organized.
Is Ghostfolio MCP good for professional wealth managers?
Yes. It allows wealth managers to quickly query portfolio metrics and manage multiple client accounts through a single chat interface.
Does Ghostfolio MCP provide real-time price updates?
Yes. The Connector can fetch the latest market prices for your assets so your valuations stay current during your research.
Can I see the current market value of all my holdings at once?
Yes! Use the get_portfolio_holdings capability. It retrieves a detailed list of all your current assets along with their latest valuations based on market data.
How do I record a new stock purchase using the AI?
Simply provide the details to your agent. It will use the create_activity capability with the type 'BUY', including the symbol, quantity, unit price, and account ID to record the transaction.
Can I check the price of a specific stock without looking at my portfolio?
Yes. The get_market_data_price capability allows you to fetch the latest price for any asset symbol (like 'AAPL' or 'BTC') directly from Ghostfolio's data providers.
One connection away
Give your agent a direct line to Ghostfolio.
Connect Ghostfolio once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available