FolioTrack
Claude connectorCommunityAsk Claude about your Australian share portfolio — holdings, performance, dividends, franking and risk — using your own FolioTrack data. Re…
- Tools
- 14
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
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In its category
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services447th of 468 by popularity · not ranked by trending score
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 444 |  VILAX | 2,000 | — | |
| 445 | 2,000 | — | ||
| 446 | 1,585 | — | ||
| 447 | 1,585 | — | ||
| 448 | 1,585 | — | ||
| 449 |  Kema Invoice | 1,585 | 632places down | |
| 450 | 1,585 | 632places down |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Amazon Selling Partner | 20,051,962 | — | |
| 2 | 1,773,864 | 90places up | ||
| 3 |  Coinversa Pulse | 823,885 | — | |
| 4 | 519,243 | 13places up | ||
| 5 | 330,686 | 21places down | ||
| 6 | 268,847 | 514places up | ||
| 7 | 250,429 | 38places up |
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.
Some tools require a FolioTrack Pro plan.
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