AI Assistant
Connect Claude, ChatGPT, Grok or another AI app to FXfolio and ask questions about your own trading accounts in plain words. The AI app reads the same figures you see in FXfolio. It can’t place trades, move money or change anything.
Before you start
- An FXfolio account on the Pro or Max plan, with at least one trading account connected.
- An AI app that supports remote MCP connectors, such as Claude, ChatGPT or Grok.
Connect Claude
- In Claude, open Settings › Connectors. Find FXfolio in the directory, or choose Add custom connector and enter
https://mcp.fxfolio.app. - Click Connect. FXfolio opens: sign in with the account you use in the app.
- Check the app name on the page and click Allow. You’re back in Claude, connected.
Connect ChatGPT
- In ChatGPT, open Settings › Apps and find FXfolio. On plans that allow your own connectors, you can also add one with the address
https://mcp.fxfolio.app. - Choose Connect, sign in to FXfolio and click Allow.
Connect Grok
- Go to grok.com/connectors, click New Connector and choose Custom.
- Enter
https://mcp.fxfolio.app, sign in to FXfolio and click Allow.
Other AI apps that support MCP connectors with OAuth sign-in work the same way with the address https://mcp.fxfolio.app.
What the AI app can read
| Tool | What it returns |
|---|---|
| List trading accounts | Your accounts with live equity, balance, floating P/L, margin level and connection status |
| Portfolio summary | All your accounts together for a period: net profit, return, drawdown, funding and equity |
| Account overview | One account for a period: net profit, return, drawdown, deposits and withdrawals, open positions |
| Trading statistics | Win rate, profit factor, payoff ratio, Sharpe ratio, results by symbol, weekday, hour and strategy |
| Trade history | Closed trades, deposits, withdrawals and credit for a period, newest first |
| Recent alerts | The alerts FXfolio sent you: margin level, P/L, drawdown, connection and trade alerts |
Money is in your display currency, and days and months follow your time zone setting, as in the app. Every tool only reads: there is nothing that writes, trades or deletes.
Things to ask
- “How did my accounts do this month?”
- “Which symbol made me the most money over the last 3 months?”
- “What was my worst drawdown this year, and when?”
- “Compare the win rate of my Gold EA with my manual trades.”
- “Did any of my accounts get a margin alert this week?”
Privacy and disconnecting
Nothing is shared until you click Allow. The AI app never receives your investor password or your FXfolio sign-in. What it reads goes to that AI provider and is handled under its own privacy policy. FXfolio sees the requests the AI app makes, not your conversation with it. See section 5 of the Privacy Policy.
To disconnect, open Settings › AI Assistant in FXfolio and remove the app; its access ends at once. You can also remove the connector in the AI app. An app you don’t use for 60 days has to connect again.
If something doesn’t work
- “Part of the Pro and Max plans”: the AI Assistant needs one of those plans on the FXfolio account you signed in with.
- No accounts in the answer: add a trading account in FXfolio first; new accounts show figures within a few minutes.
- The AI app says it lost access: remove the connector in the AI app and connect again.
Questions or problems: support@fxfolio.app.