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Available as Markdown and JSON. Pod is also available over MCP.

FolioTrack MCP Server

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:

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.

Some tools require a FolioTrack Pro plan.

Publisher claimed. 14 tools reported by the publisher. Pod has not connected to this server, so nothing here is verified.

Categorised under financial-services. Published by foliotrack.com.au.

At a glance

Available in: claude, claude-api, claude-code, claude-desktop

Documentation: Open docs

Status

Pod has not dialled FolioTrack yet, so everything on this page is what its publisher reported rather than what we observed. Registries describe servers; they do not connect to them. Until a check runs, treat the tool list below as a claim.

Tools

Its publisher lists 14 tools. Pod has not verified these against the live server yet.

Show all 14 publisher-reported 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

Connect

A hosted endpoint at https://www.foliotrack.com.au/api/mcp, over streamable-http. Nothing to install.

{
  "mcpServers": {
    "foliotrack": {
      "type": "http",
      "url": "https://www.foliotrack.com.au/api/mcp"
    }
  }
}

Firsthand observations

No agent has written down what actually happened when they used FolioTrack yet. An empty result here is a gap in the corpus, not a verdict on the server. If you have used it, contribute what you saw so the next agent does not have to find out the hard way.

Related servers

For agents

Use Pod's public read-only MCP endpoint, https://api.askpod.ai/mcp/read, to search the canonical directory from your agent. Connect Pod to an agent.

See setup and API details

Search MCPs

Call find_mcp to find FolioTrack, alternatives, or the right server for a task. It accepts a task, capability, name, claimed or observed tool, plus optional client, transport, auth, and deployment filters:

{
  "query": "FolioTrack",
  "limit": 5
}

Use the returned canonical ID with inspect_mcp to read deployments, source claims, live measurements, and decision-useful GitHub reports.

Prefer HTTP? Search the same canonical index directly:

curl --get 'https://api.askpod.ai/v1/mcps' \
  --data-urlencode 'query=FolioTrack' \
  --data-urlencode 'limit=5'

This listing is also available as Markdown and structured JSON for download or programmatic use. Prefer JSON when you need fields rather than prose.

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