ghostfolio-agent 0.1.0

AI-powered financial assistant for Ghostfolio portfolios

ghostfolio-agent

AI-powered financial assistant for Ghostfolio portfolios. Ask questions about your holdings, performance, taxes, and compliance from the terminal.

Quick Start

pip install ghostfolio-agent

You need two things:

1. OpenRouter API key — sign up at openrouter.ai, go to Keys, create one
2. Ghostfolio Security Token — in your Ghostfolio instance, go to Settings and copy your Security Token

Set them up (pick one method):

Option A: Environment variables

export OPENROUTER_API_KEY=sk-or-v1-...
export GHOSTFOLIO_ACCESS_TOKEN=your-security-token

Option B: .env file

Create a .env file in your working directory:

OPENROUTER_API_KEY=sk-or-v1-...
GHOSTFOLIO_ACCESS_TOKEN=your-security-token

Option C: CLI flags

ghostfolio-agent --api-key sk-or-v1-... --token your-security-token

Then run:

ghostfolio-agent

Example Session

You: Show my portfolio holdings
  Tools used: portfolio_analysis

| Symbol | Name           | Shares | Value     | Weight |
|--------|----------------|--------|-----------|--------|
| VTI    | Vanguard Total | 100    | $25,430   | 45.2%  |
| VXUS   | Vanguard Intl  | 80     | $15,200   | 27.0%  |
| BND    | Vanguard Bond  | 150    | $15,600   | 27.8%  |

  Confidence: 95% (high)

You: What's my sector exposure?
  Tools used: portfolio_analysis

Your portfolio is heavily weighted toward technology (38%) and healthcare (15%)...

What It Can Do

• Portfolio analysis — holdings, allocations, unrealized gains/losses, sector/country exposure
• Market data — current prices, daily changes, symbol lookup
• Transaction history — trade log, dividend history, recent activity
• Tax estimates — realized gains/losses, capital gains, dividend income
• Compliance checks — portfolio health rules, concentration risk, diversification
• Financial math — percentages, projections, share calculations

Prerequisites

1. A running Ghostfolio instance (self-hosted)
2. An OpenRouter API key for LLM access

CLI Options

ghostfolio-agent [options]

Options:
  --api-key KEY     OpenRouter API key (or set OPENROUTER_API_KEY)
  --token TOKEN     Ghostfolio security token (or set GHOSTFOLIO_ACCESS_TOKEN)
  --url URL         Ghostfolio API URL (default: http://localhost:3333)
  --model MODEL     LLM model ID (default: anthropic/claude-haiku-4.5)
  --timeout SECS    Max seconds per request (default: 180)
  -v, --verbose     Show debug logging (LLM calls, tool execution)

Configuration Reference

All settings can be provided via environment variables, a .env file, or CLI flags:

Variable	Required	Default	Description
OPENROUTER_API_KEY	Yes	—	OpenRouter API key
GHOSTFOLIO_ACCESS_TOKEN	Yes*	—	Security token from Ghostfolio Settings
GHOSTFOLIO_JWT	No	—	Direct JWT (advanced, skips token exchange)
GHOSTFOLIO_API_URL	No	http://localhost:3333	Ghostfolio API URL
LLM_MODEL	No	anthropic/claude-haiku-4.5	OpenRouter model ID
MAX_TOOL_STEPS	No	5	Max tool calls per turn
MAX_RESPONSE_SECONDS	No	180	Agent timeout in seconds
LANGSMITH_API_KEY	No	—	LangSmith tracing (optional)
LANGSMITH_PROJECT	No	—	LangSmith project name

* Either GHOSTFOLIO_ACCESS_TOKEN or GHOSTFOLIO_JWT is required. Most users should use GHOSTFOLIO_ACCESS_TOKEN — the package automatically exchanges it for a JWT.

Server Mode

For programmatic access, run as a FastAPI server:

pip install "ghostfolio-agent[server]"
python -m ghostfolio_agent.server

Endpoints:

• POST /chat — send a message, get a response
• POST /chat/stream — Server-Sent Events streaming
• GET /health — health check

How Authentication Works

You provide your Ghostfolio Security Token (found in Ghostfolio Settings). On startup, the agent automatically exchanges it for a short-lived JWT by calling your Ghostfolio instance's auth endpoint. You never need to manually handle JWTs.

Development

git clone https://github.com/christensenca/ghostfolio-agent
cd ghostfolio-agent
pip install -e ".[dev,server]"
pytest

License

AGPL-3.0 — see LICENSE