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FolioTrack

Claude connectorCommunity

Ask Claude about your Australian share portfolio — holdings, performance, dividends, franking and risk — using your own FolioTrack data. Re…

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FolioTrack is a portfolio tracker for Australian investors holding ASX and US shares. This connector lets you ask Claude questions about your own portfolio without opening FolioTrack.

What you can ask about:

  • Your portfolios, current holdings and transaction history
  • Unrealised and realised gains and losses
  • Performance over time (time-weighted return and XIRR)
  • Your largest holdings and currency exposure (AUD vs USD)
  • Dividend history, including franking credits you've recorded
  • Risk metrics such as volatility and max drawdown
  • Your watchlist
  • The Taxable Income Summary (Estimate): estimated capital gains and grossed-up franking income for an Australian financial year

The connector is read-only. It cannot add, edit or delete anything in your account. Each user signs in with their own FolioTrack account and can only see their own data. You can revoke access at any time from Settings → Connected Apps in FolioTrack.

FolioTrack provides factual data from your own records only. It does not give financial advice, recommendations or tax advice. Tax figures are estimates and should be checked by a registered tax agent.

Requires a FolioTrack Pro plan. You’ll need a FolioTrack account with your trades imported (CommSec, CMC Markets, Sharesight and more) at www.foliotrack.com.au.

Tools
14

exposed by this connector

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Rank by popularity

#4210of 7,2942places down24h85places down7d
#3,238#3,509#3,780#4,051Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

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Popularity score

4,585+6124h+6787d
1,2852,1853,0853,9854,885Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Trending score

——24h—7d
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1 listing change logged · latest Oct 13: Description. See what changed

In its category

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Financial services587th of 990 by popularity · not ranked by trending score
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Tools

  • get_cgt_franking_estimate
  • get_currency_exposure
  • get_dividend_history
  • get_holding_fundamentals
  • get_holding_performance
  • get_holdings
  • get_largest_holdings
  • get_performance
  • get_realised_gain_loss
  • get_risk_metrics
  • get_transactions
  • get_unrealised_gains
  • get_watchlist
  • list_portfolios
Categories
Made by
FolioTrack · Website
Sign-in
Required
Connector URL
https://www.foliotrack.com.au/api/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
September 29, 2026
More info
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