# Ghostfolio Investment Tracker MCP MCP > 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. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** wealth-management, portfolio-tracking, investment-analysis, financial-reporting, asset-management, open-source ## Description 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. ## Tools ### 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. ### create_activity Records a specific type of financial activity, like a purchase or dividend payment. ### delete_activity Removes a specified transaction from the account history. ### get_market_data_price Retrieves the most recent trading price for any supported asset symbol. ### get_portfolio_holdings Fetches a list of all current assets and their calculated real-time market valuations. ### get_portfolio_summary Provides an aggregated overview of the entire portfolio's performance metrics. ### update_account Changes or corrects existing details for a specific investment account. ## Prompt Examples **Prompt:** ``` Give me a summary of my portfolio performance. ``` **Response:** ``` I've retrieved your portfolio summary. Your total net worth is $125,430.50, with a total gain of +12.4% ($13,850.20). Your best performing asset is NVIDIA (+45%). ``` **Prompt:** ``` List all my investment accounts in Ghostfolio. ``` **Response:** ``` You have 3 active accounts: 'Main Brokerage' (USD), 'Crypto Wallet' (BTC), and 'Retirement Fund' (EUR). Which one would you like to inspect? ``` **Prompt:** ``` Record a purchase of 10 shares of AAPL at $185.50 in my Main Brokerage account. ``` **Response:** ``` I've successfully recorded the BUY activity for 10 shares of AAPL at $185.50. The transaction has been added to your 'Main Brokerage' account. ``` ## Capabilities ### Get Portfolio Status Retrieve overall summaries of your portfolio performance and current net worth. ### Review Account Details List or create specific investment accounts you need to monitor. ### Track Assets & Prices Get detailed lists of your current holdings and fetch the latest market price for any stock symbol. ### Log Transactions Record new investment activities, including buys, sells, dividends, or fees. ### Manage History View a complete list of all past account activities and transactions. ## 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. ## Benefits - 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. ## How It Works The bottom line is you talk to your investments; the tool does the heavy lifting and updates all the records. 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." ## Frequently Asked Questions **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.