FolioTrack
Claude connectorCommunityAsk Claude about your Australian share portfolio — holdings, performance, dividends, franking and risk — using your own FolioTrack data. Re…
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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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 services671st of 1,227 by popularity · not ranked by trending score
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|---|---|---|---|---|
| 669 |  Compabase | 4,807 | 14,788 #346 | 199places up |
| 670 |  DollarTrader | 4,807 | — | 124places up |
| 671 | 4,807 | — | 330places down | |
| 672 |  Otnox | 4,807 | — | 450places down |
| 673 | 4,807 | — | — |
This connector isn’t ranked by trending score, so the category’s top connectors are shown instead.
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 1 |  Intuit QuickBooks Labs | 57,784,459 | 13,209 #93 | — |
| 2 | 1,658,113 | 8,969 #276 | 5places up | |
| 3 | 874,651 | 8,366 #317 | — | |
| 4 |  Schwab Advisor Services | 355,610 | 8,916 #278 | — |
| 5 | 283,621 | 6,870 #440 | 0 |
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
- Sponsorship
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