Ghostfolio MCP

Get all configured benchmarks. Returns: Dictionary containing the list of benchmarks.

Get dividend data grouped by time period showing dividend payments and yield. Retrieves dividend income data grouped by the specified time period, showing dividend payments, yield, and income patterns over time. Args: group_by: Grouping period: day, week, month, quarter, year date_range: Time range for dividend data. Options: 1d, 1w, 1m, 3m, 6m, 1y, 2y, 5y, max Returns: Dictionary containing dividend data grouped by the specified period

Fetch historical dividend data formatted for import for a specific symbol. Args: data_source: Data source (e.g. 'YAHOO', 'COINGECKO') symbol: Symbol/ticker of the asset Returns: Dictionary containing list of dividend transactions formatted for import.

Get the exchange rate for a given currency symbol on a specific date. Args: symbol: Currency code (e.g. 'USD', 'EUR') date: Date in YYYY-MM-DD format Returns: Dictionary containing the exchange rate value.

Get system health status. Retrieves the health status of the Ghostfolio backend service. This is useful to verify if the server is up and running correctly. Returns: Dictionary containing health status information

Get historical data for a specific symbol on a specific date. Retrieves historical market data for a symbol on a specific date, including price and volume information. Args: data_source: Data source (e.g., 'YAHOO', 'COINGECKO', 'MANUAL') symbol: Symbol/ticker of the asset date: Date in YYYY-MM-DD format Returns: Dictionary containing historical data for the specified date

Get investment data grouped by time period showing cash flows and contributions. Retrieves investment activity data grouped by the specified time period, showing cash flows, contributions, and investment patterns over time. Args: group_by: Grouping period: day, week, month, quarter, year date_range: Time range for investment data. Options: 1d, 1w, 1m, 3m, 6m, 1y, 2y, 5y, max Returns: Dictionary containing investment data grouped by the specified period

Get market data for a specific asset. Retrieves current market data for a specific symbol including price, volume, market cap, and other relevant market information. Args: data_source: Data source (e.g., 'YAHOO', 'COINGECKO', 'MANUAL') symbol: Symbol/ticker of the asset Returns: Dictionary containing market data for the specified symbol

Get all activities/orders from your portfolio, optionally filtered by account. Retrieves a list of all buy/sell orders in your portfolio, optionally filtered by a specific account. Args: account_id: Optional account ID to filter orders by specific account Returns: Dictionary containing order data with activities and pagination

Get available platforms. Retrieves a list of all available platforms (brokers, exchanges, etc.) that can be used when tracking accounts or transactions. Returns: Dictionary containing available platforms

Get comprehensive portfolio details including accounts, positions, and summary. Retrieves a complete overview of your portfolio including account information, current positions, performance summary, and portfolio metrics. Returns: Dictionary containing complete portfolio information including accounts, positions, and summary

Get portfolio holdings and positions including allocations and asset breakdowns. Retrieves current portfolio holdings including positions, allocations, and asset breakdowns for the specified time period. Args: date_range: Time range for holdings data. Options: 1d, 1w, 1m, 3m, 6m, 1y, 2y, 5y, max Returns: Dictionary containing holdings, accounts, allocations, and range data

Get portfolio performance data including returns, benchmarks, and performance metrics. Retrieves comprehensive performance metrics for your portfolio including returns, benchmarks, and performance comparisons over the specified time period. Args: date_range: Time range for performance data. Options: 1d, 1w, 1m, 3m, 6m, 1y, 2y, 5y, max Returns: Dictionary containing performance metrics, returns, benchmarks, and range data

Get position details for a specific symbol from a data source. Retrieves detailed information about a specific position including current value, quantity, performance, and market data. Args: data_source: Data source (e.g., 'YAHOO', 'COINGECKO', 'MANUAL') symbol: Symbol/ticker of the asset Returns: Dictionary containing position details including symbol, quantity, value, and performance

Get symbol data for a specific asset from a data source. Retrieves detailed information about a specific symbol including current price, market data, and asset information. Args: data_source: Data source (e.g., 'YAHOO', 'COINGECKO', 'MANUAL') symbol: Symbol/ticker of the asset Returns: Dictionary containing symbol data including price and market information

Get user information and settings. Retrieves information about the current user including settings, preferences, and account details. Returns: Dictionary containing user information and settings

Get all items in the user's watchlist. Retrieves list of all watchlisted symbols. Returns: Dictionary containing the watchlist items.

Import transactions into your portfolio. This is a write operation. Imports a batch of transactions (buy/sell orders) into your Ghostfolio portfolio. This is useful for bulk importing historical data or transactions from other platforms. Args: data: Transaction data. Must contain an 'activities' list with transaction objects including currency, dataSource, date (ISO-8601), fee, quantity, symbol, type, unitPrice. Returns: Dictionary containing import result

Search for symbols using a query string. Search for financial symbols, stocks, ETFs, and other assets using a text query. Optionally include market indices in the results. Args: query: Search query for symbol lookup include_indices: Include market indices in search results Returns: Dictionary containing search results with matching symbols

Remove a symbol from the user's watchlist. Args: data_source: Data source (e.g., 'YAHOO', 'COINGECKO') symbol: Symbol/ticker of the asset to remove Returns: Dictionary containing the deletion status.

Transfer cash balances between two accounts. Args: account_id_from: Source account ID account_id_to: Target account ID balance: Amount to transfer Returns: Dictionary containing the status/result of the transfer.

Update settings or details of an existing account. Ghostfolio's update endpoint replaces the whole account record, so `name`, `currency` and `platform_id` are required on every request even when they are not changing. Any left unset here are backfilled from the account's current state with a GET before the PUT, so you only need to pass the fields you actually want to change. If `name` or `currency` can't be backfilled (e.g. the account doesn't exist), the update stops before the PUT and names them. Setting `balance` here applies it as *today's* entry in the account's balance history (the sam…

Update an existing activity/transaction. Ghostfolio's update endpoint replaces the whole activity record, so `type`, `symbol`, `date`, `quantity`, `unitPrice`, `currency`, `dataSource` and `fee` are required on every request even when they are not changing. Any left unset here (including `tags`, `account_id` and `comment`) are backfilled from the activity's current state with a GET before the PUT, so you only need to pass the fields you actually want to change. If a required field can't be backfilled (Ghostfolio redacts `quantity` and `fee` in restricted views), pass it explicitly. A restrict…

Create-or-update an asset profile. POSTs an empty profile-data record (idempotent — Ghostfolio answers HTTP 400 "already exists" when the profile is already there, and HTTP 500 on some first-time-create paths while still persisting the record, so this tolerates both). Then PATCHes metadata (name, currency, asset class, optional sub-class, optional country and sector allocations). PATCH is the source of truth — if the profile doesn't exist after the POST, PATCH will surface the error. Calling twice with the same input yields the same end state. Args: data_source: Data source (typically 'M…