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Ghostfolio (Investment Tracker)

Ghostfolio (Investment Tracker) MCP Connector for Claude

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Track your wealth and manage investment portfolios via Ghostfolio — monitor holdings, record activities, and analyze performance through AI.

9 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Ghostfolio instance to any AI agent to monitor your net worth and manage your investment portfolio through natural conversation.

What you can do

  • Portfolio Performance — Get high-level summaries of your portfolio's performance and statistics.
  • Holdings & Valuations — Retrieve detailed lists of current holdings with real-time market valuations.
  • Activity Tracking — Record new transactions (BUY, SELL, DIVIDEND, INTEREST, FEE) or delete existing ones.
  • Account Management — List, create, and update your investment accounts directly.
  • Market Data — Fetch the latest market prices for any asset symbol supported by Ghostfolio.

How it works

  1. Subscribe to this server
  2. Enter your Ghostfolio API Key (and optionally your instance URL)
  3. Start managing your investments from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Individual Investors — track your net worth and asset allocation without manual spreadsheet updates.
  • Financial Analysts — quickly query portfolio metrics and market data during research.
  • Wealth Managers — manage multiple accounts and activities through a streamlined AI interface.
wealth-managementportfolio-trackinginvestment-analysisfinancial-reportingasset-managementopen-source

9 tools expose this connector's capabilities to your AI agent.

list_accounts

List all investment accounts

list_activities

) from Ghostfolio. Retrieve a list of all activities

create_account

Provide the account details as a JSON payload. Create a new investment account

create_activity

Create a new investment activity

delete_activity

Delete a specific activity

get_market_data_price

Get the latest price for a specific symbol

get_portfolio_holdings

Get current holdings and their valuations

get_portfolio_summary

Get a summary of the portfolio performance

update_account

Update account details

See how to talk to your AI agent using Ghostfolio (Investment Tracker).

Give me a summary of my portfolio performance.

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%).

List all my investment accounts in Ghostfolio.

You have 3 active accounts: 'Main Brokerage' (USD), 'Crypto Wallet' (BTC), and 'Retirement Fund' (EUR). Which one would you like to inspect?

Record a purchase of 10 shares of AAPL at $185.50 in my Main Brokerage account.

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.

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.

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