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Ghostfolio MCP

mhajder/ghostfolio-mcp

Connects to your Ghostfolio instance to query portfolio holdings, performance metrics, and transaction history through its REST API. Exposes both read operations like pulling dividend data, asset allocations, and benchmark comparisons, plus write operations for creating accounts, managing transactions, and importing historical data. Ships with optional read-only mode to disable all PUT/POST/DELETE operations when you just want monitoring. Includes rate limiting, Sentry integration for error tracking, and a tool-search transform if you're working with large tool catalogs. Reach for this when you're building automation around portfolio tracking, connecting Ghostfolio to dashboards, or need programmatic access to your investment data without clicking through the web UI.

GitHub stars: 22
tools: 39
auth: Secret needed
transport: STDIO, HTTP
env vars: 15
last updated: Nov 7, 2026

Tools

39 tools

Public tool metadata for what this MCP can expose to an agent.

get_accountsGet all accounts in your portfolio including account types and balances

Get all accounts in your portfolio including account types and balances

No parameter schema in public metadata yet.

get_account_balancesGet account balances for a specific account

Get account balances for a specific account

No parameter schema in public metadata yet.

create_accountCreate a new account in your portfolio

Create a new account in your portfolio

No parameter schema in public metadata yet.

delete_accountDelete an existing account from your portfolio (destructive operation)

Delete an existing account from your portfolio (destructive operation)

No parameter schema in public metadata yet.

get_account_detailsGet details for a specific account

Get details for a specific account

No parameter schema in public metadata yet.

update_accountUpdate settings or details of an existing account

Update settings or details of an existing account

No parameter schema in public metadata yet.

transfer_account_balanceTransfer cash balances between two accounts

Transfer cash balances between two accounts

No parameter schema in public metadata yet.

create_account_balanceSet an account's balance for a specific date in its balance history (defaults to today)

Set an account's balance for a specific date in its balance history (defaults to today)

No parameter schema in public metadata yet.

delete_account_balanceDelete a single entry from an account's balance history

Delete a single entry from an account's balance history

No parameter schema in public metadata yet.

get_portfolio_performanceGet portfolio performance data including returns, benchmarks, and performance metrics

Get portfolio performance data including returns, benchmarks, and performance metrics

No parameter schema in public metadata yet.

get_portfolio_holdingsGet portfolio holdings and positions including allocations and asset breakdowns

Get portfolio holdings and positions including allocations and asset breakdowns

No parameter schema in public metadata yet.

get_portfolio_detailsGet comprehensive portfolio details including accounts, positions, and summary

Get comprehensive portfolio details including accounts, positions, and summary

No parameter schema in public metadata yet.

get_positionGet position details for a specific symbol from a data source

Get position details for a specific symbol from a data source

No parameter schema in public metadata yet.

get_investmentsGet investment data grouped by time period showing cash flows and contributions

Get investment data grouped by time period showing cash flows and contributions

No parameter schema in public metadata yet.

get_dividendsGet dividend data grouped by time period showing dividend payments and yield

Get dividend data grouped by time period showing dividend payments and yield

No parameter schema in public metadata yet.

get_ordersGet all activities/orders from your portfolio, optionally filtered by account

Get all activities/orders from your portfolio, optionally filtered by account

No parameter schema in public metadata yet.

create_activityCreate a single new transaction/activity in your portfolio (BUY, SELL, DIVIDEND, INTEREST, FEE, etc.), optionally with tags

Create a single new transaction/activity in your portfolio (BUY, SELL, DIVIDEND, INTEREST, FEE, etc.), optionally with tags

No parameter schema in public metadata yet.

update_activityUpdate an existing activity/transaction, including its tags; fields you don't pass keep their current values

Update an existing activity/transaction, including its tags; fields you don't pass keep their current values

No parameter schema in public metadata yet.

delete_activityDelete a single activity/transaction by its ID (destructive operation)

Delete a single activity/transaction by its ID (destructive operation)

No parameter schema in public metadata yet.

get_benchmarksGet all configured benchmarks

Get all configured benchmarks

No parameter schema in public metadata yet.

get_benchmark_performanceCompare portfolio performance against a benchmark symbol starting from a specific date

Compare portfolio performance against a benchmark symbol starting from a specific date

No parameter schema in public metadata yet.

get_watchlistGet all items in the user's watchlist

Get all items in the user's watchlist

No parameter schema in public metadata yet.

add_to_watchlistAdd a symbol to the user's watchlist

Add a symbol to the user's watchlist

No parameter schema in public metadata yet.

remove_from_watchlistRemove a symbol from the user's watchlist

Remove a symbol from the user's watchlist

No parameter schema in public metadata yet.

get_exchange_rateGet the exchange rate for a given currency symbol on a specific date

Get the exchange rate for a given currency symbol on a specific date

No parameter schema in public metadata yet.

export_portfolioExport portfolio activities/transactions data as JSON

Export portfolio activities/transactions data as JSON

No parameter schema in public metadata yet.

get_market_data_for_assetGet market data for a specific asset

Get market data for a specific asset

No parameter schema in public metadata yet.

add_market_data_pointsAdd one or more market data points for an asset (typically a MANUAL data source — Ghostfolio rejects writes for auto-fetched sources)

Add one or more market data points for an asset (typically a MANUAL data source — Ghostfolio rejects writes for auto-fetched sources)

No parameter schema in public metadata yet.

get_symbol_dataGet symbol data for a specific asset from a data source

Get symbol data for a specific asset from a data source

No parameter schema in public metadata yet.

get_historical_dataGet historical data for a specific symbol on a specific date

Get historical data for a specific symbol on a specific date

No parameter schema in public metadata yet.

lookup_symbolsSearch for symbols using a query string

Search for symbols using a query string

No parameter schema in public metadata yet.

get_asset_profileGet asset profile information for a specific symbol

Get asset profile information for a specific symbol

No parameter schema in public metadata yet.

upsert_asset_profileCreate-or-update an asset profile, including optional countries and sectors allocations (idempotent; tolerates Ghostfolio's HTTP 500 on the create step and relies on the subsequent PATCH as the source of truth)

Create-or-update an asset profile, including optional countries and sectors allocations (idempotent; tolerates Ghostfolio's HTTP 500 on the create step and relies on the subsequent PATCH as the source of truth)

No parameter schema in public metadata yet.

delete_asset_profileDelete an asset profile (destructive operation; may delete associated activities and market data depending on backend rules)

Delete an asset profile (destructive operation; may delete associated activities and market data depending on backend rules)

No parameter schema in public metadata yet.

import_transactionsImport transactions into your portfolio (bulk import operation)

Import transactions into your portfolio (bulk import operation)

No parameter schema in public metadata yet.

get_dividends_for_importFetch historical dividend data formatted for import for a specific symbol

Fetch historical dividend data formatted for import for a specific symbol

No parameter schema in public metadata yet.

get_healthGet system health status of the Ghostfolio backend service

Get system health status of the Ghostfolio backend service

No parameter schema in public metadata yet.

get_platformsGet list of available platforms (brokers, exchanges, etc.) for account tracking

Get list of available platforms (brokers, exchanges, etc.) for account tracking

No parameter schema in public metadata yet.

get_user_infoGet user information and settings

Get user information and settings

No parameter schema in public metadata yet.

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Configuration

GHOSTFOLIO_URL*

Ghostfolio base URL (e.g., https://domain.tld:3333)

GHOSTFOLIO_TOKEN*secret

Ghostfolio API token for authentication

GHOSTFOLIO_VERIFY_SSLdefault: true

Verify SSL certificates (true/false)

GHOSTFOLIO_TIMEOUTdefault: 30

Request timeout in seconds

READ_ONLY_MODEdefault: false

Enable read-only mode to restrict write operations

GHOSTFOLIO_DISABLED_TAGS

Comma-separated list of tags to disable tools for

LOG_LEVELdefault: INFO

Logging level (DEBUG, INFO, WARNING, ERROR, CRITICAL)

RATE_LIMIT_ENABLEDdefault: false

Enable rate limiting

RATE_LIMIT_MAX_REQUESTSdefault: 60

Maximum requests per rate limit window

RATE_LIMIT_WINDOW_MINUTESdefault: 1

Rate limit window in minutes

TOOL_SEARCH_ENABLEDdefault: false

Enable FastMCP tool search transform

TOOL_SEARCH_STRATEGYdefault: bm25

Tool search strategy (bm25 or regex)

TOOL_SEARCH_MAX_RESULTSdefault: 5

Maximum tool search results returned by search_tools

MCP_HTTP_PORTdefault: 8000

Port for HTTP server (default: 8000)

MCP_TRANSPORTdefault: http

MCP transport type: stdio, sse, or http (alias: streamable-http)

Readme

Ghostfolio MCP Server

Let AI agents analyze and manage your Ghostfolio investment portfolio

View the full README on GitHub

Details

Repository: github.com/mhajder/ghostfolio-mcp
Website: github.com/mhajder/ghostfolio-mcp
Category: Data & Analytics
Package: ghostfolio-mcp
Transport: STDIO, HTTP
Auth: Required
Registry: MCP registry, active

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