Ghostfolio Investment Tracker MCP. Know your net worth without opening a spreadsheet.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Ghostfolio tracks your net worth and manages investment portfolios using natural conversation. Connect it to monitor holdings, record transactions like buys or dividends, and get instant performance summaries without opening a spreadsheet.
What your AI agents can do
List accounts
Lists all investment accounts associated with your Ghostfolio profile.
List activities
Retrieves a full list of every recorded activity and transaction in the system.
Create account
Creates a brand new investment account within Ghostfolio.
Retrieve overall summaries of your portfolio performance and current net worth.
List or create specific investment accounts you need to monitor.
Get detailed lists of your current holdings and fetch the latest market price for any stock symbol.
Record new investment activities, including buys, sells, dividends, or fees.
View a complete list of all past account activities and transactions.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Ghostfolio (Investment Tracker) with 9 Tools
These tools let you programmatically create accounts, log transactions, retrieve market data, and get comprehensive summaries of your investment portfolio.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Ghostfolio (Investment Tracker) on Vinkius019e389elist accounts
Lists all investment accounts associated with your Ghostfolio profile.
019e389elist activities
Retrieves a full list of every recorded activity and transaction in the system.
019e389ecreate account
Creates a brand new investment account within Ghostfolio.
019e389ecreate activity
Records a specific type of financial activity, like a purchase or dividend payment.
019e389edelete activity
Removes a specified transaction from the account history.
019e389eget market data price
Retrieves the most recent trading price for any supported asset symbol.
019e389eget portfolio holdings
Fetches a list of all current assets and their calculated real-time market valuations.
019e389eget portfolio summary
Provides an aggregated overview of the entire portfolio's performance metrics.
019e389eupdate account
Changes or corrects existing details for a specific investment account.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. 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
Make Your AI Do More
Start with Ghostfolio (Investment Tracker), then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Ghostfolio. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 9 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Tracking your net worth used to mean opening ten different tabs.
Today, figuring out your total wealth is a mess. You have one tab for brokerage accounts, another for crypto assets, and maybe a third spreadsheet where you manually logged dividends from years ago. Then you open the market data site just to check today's prices. It's clicking through dashboards and copy-pasting numbers until you hit a wall.
With this MCP connected via your AI client, those ten tabs disappear. You ask a single question—like "What is my total net worth?" The system pulls the current holdings, checks real-time market prices, calculates the performance summary, and gives it back to you in plain text. It's immediate.
Logging Transactions with create_activity
You used to have to remember to log a transaction—a dividend or a sale—and then manually go into the account portal to input it, hoping you didn't mess up the dates. This process was always an afterthought.
Now, when you talk to your agent and ask it to create_activity, the record is made immediately, accurately, and permanently attached to the right account. You never have to worry about missing a single entry again.
What you can do with this MCP connector
Need to know what your portfolio is doing? This MCP connects your Ghostfolio account directly to your AI agent, letting you manage your finances through simple chat commands. You talk to the system—like asking, "What was my return last quarter?" or "List all accounts I own." The tool fetches real-time data for current holdings and gives high-level performance summaries immediately.
It handles more than just reading data. You can also log activity; tell it you bought 10 shares of AAPL, and the transaction gets recorded instantly, updating your records as if you typed it into a spreadsheet. When you build agents using Vinkius, this MCP lets your agent act like an analyst, giving you clear views on asset allocation or market pricing for specific symbols.
It's about making sure your financial data is always accurate, no matter where you are working.
019e389e-beee-73df-a715-e47bce6c8cc0 
How Ghostfolio Investment Tracker MCP Works
- 1 Subscribe to this MCP and provide your Ghostfolio API key (and instance URL, if needed).
- 2 Connect the MCP to your preferred AI client (Claude, Cursor, etc.).
- 3 Ask your agent a question like "Show me my total net worth" or "Log a dividend payment for GOOG."
The bottom line is you talk to your investments; the tool does the heavy lifting and updates all the records.
Who Is Ghostfolio Investment Tracker MCP For?
Individual investors who hate manual spreadsheets. Financial analysts needing quick, accurate data during research. Wealth managers dealing with multiple accounts daily.
Needs to know their total net worth and asset allocation without spending hours manually updating a spreadsheet after every trade.
Must quickly query detailed portfolio metrics or market data across multiple assets during an urgent research period.
Manages several client accounts and needs a single, reliable interface to review activity logs and update account details for compliance.
What Changes When You Connect
- Get immediate portfolio health reports. Instead of calculating gains and losses manually, simply ask for the summary, and the tool uses get_portfolio_summary to give you the total picture.
- Manage trades instantly. You don't need to log into the website just to record a transaction. Tell your agent to create an activity, like logging a BUY or SELL.
- Track everything in one place. If you ever lose track of which accounts are active, list_accounts gives you a clear roster so you know what data is available for review.
- Get real-time asset values. Need to check how much NVIDIA stock is worth right now? The get_market_data_price tool handles fetching the latest price instantly.
- Maintain clean records. Beyond just adding transactions, you can use delete_activity if a record was entered in error, keeping your history accurate.
Real-World Use Cases
Quick Quarterly Performance Check
A user needs to prepare for tax time and wants an overview of their net worth. They prompt the agent: "What's my total portfolio performance?" The system calls get_portfolio_summary, providing a single summary figure instead of making them cross-reference multiple statements.
Documenting a Recent Dividend
The user receives physical paperwork for a dividend payment. They ask the agent to "Log this $150 dividend from MSFT." The system uses create_activity, logging the transaction correctly and updating their running total.
Auditing Account Status
A wealth manager suspects an account might be incorrect. They ask to "List all my accounts." list_accounts provides a complete list, allowing them to then use update_account on the specific profile that needs fixing.
Checking Asset Availability
An analyst is comparing assets. They prompt: "What's the current price of TSLA and AMZN?" The agent uses get_market_data_price multiple times to quickly gather data points without leaving their chat interface.
The Tradeoffs
Manual Calculation
Opening spreadsheets, copying transaction logs from the website, and manually calculating total gain/loss or current holdings.
→ Use get_portfolio_summary to get an immediate calculation of your gains. For detailed asset lists, rely on get_portfolio_holdings instead of building a spreadsheet from scratch.
Using the wrong tool for data
Trying to use list_accounts when you actually need to see what assets are currently owned.
→ If you want to know your total holdings, call get_portfolio_holdings. If you just need a master list of available accounts, then use list_accounts.
Forgetting the transaction type
Attempting to log a dividend but failing to specify it is an interest or dividend payment.
→ When logging transactions, always ensure you call create_activity and specify the exact type (DIVIDEND, INTEREST) so your record stays accurate.
When It Fits, When It Doesn't
Use this MCP if your core need is data aggregation, transaction logging, or performance reporting. It's perfect for building agents that summarize what you already own or how much money moved last month. Don't use it if you are trying to execute trades (i.e., 'buy 10 shares of XYZ'). This tool only records the intent and the activity; it doesn't place live orders with a broker account. If your goal is complex, multi-step reporting that combines market data and multiple accounts, build an agent workflow using this MCP in conjunction with other tools on Vinkius.
Common Questions About Ghostfolio Investment Tracker MCP
How do I get my total net worth using the get_portfolio_summary tool? +
Just ask your agent for "my portfolio summary." The MCP will run get_portfolio_summary and give you a single figure that represents your current net worth based on real-time market data.
Can I use create_activity to log a sale? +
Yes. You use the create_activity tool, making sure to specify 'SELL' as the activity type and providing all necessary details like shares and price so your records are correct.
What if I want to see my entire transaction history? Do I need list_activities? +
Yes, that's right. Call list_activities to get a complete, chronological record of every activity on file for all your accounts.
Is get_market_data_price fast enough for analysis? +
It retrieves the latest available market price instantly. This is ideal for checking asset valuations during live research without waiting for a full data pull.
What steps are required to use the list_accounts tool? +
You must first connect your Ghostfolio API key through Vinkius. Once authenticated, your AI client uses that credential to execute list_accounts, retrieving all available investment account IDs.
If I made an error logging a transaction, how do I correct it using the delete_activity tool? +
Use delete_activity and provide the specific activity ID associated with the entry you want to remove. The AI client sends this request directly to Ghostfolio for immediate deletion.
Can I use update_account to change an investment account's parameters? +
Yes, update_account lets you modify existing details like the currency or name. You simply pass the target account ID and the new data points in a structured payload.
Does get_portfolio_holdings give me full valuation details for all my assets? +
No, get_portfolio_holdings pulls current valuations only. For detailed pricing on specific symbols not listed in your holdings, use the get_market_data_price tool instead.
Can I see the current market value of all my holdings at once? +
Yes! Use the get_portfolio_holdings tool. 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 tool 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 tool allows you to fetch the latest price for any asset symbol (like 'AAPL' or 'BTC') directly from Ghostfolio's data providers.
Multi-server workflows that include Ghostfolio (Investment Tracker) MCP
Use it with your favorite AI tools
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