FinTarget
Connect ChatGPT, Claude, Gemini, Cursor, Grok or any MCP app to your own FinTarget account. Ask about holdings with live prices, trades, dividends, income, expenses, budgets, super, gift cards, fixed deposits and net worth.
Hosted MCP Server
npx add-mcp 'https://www.fintarget.app/api/mcp'Installs into Claude Code, Codex, Cursor and more
Documentation
Introduction
FinTarget is a free personal finance dashboard for Australians. It tracks your share portfolios, superannuation, income, expenses, dividends, gift cards, fixed deposits and net worth in one place. You enter your own numbers, so there is no bank connection to set up.
Your FinTarget account Portfolios and holdings Trades and dividends Income and expenses Budgets and recurring Super, gift cards, deposits Fin Target MCP server 32 tools Your AI agents ChatGPT Claude Gemini Cursor Grok Any MCP app
Why FinTarget
- Super, franking and the financial year. The financial year runs July to June by default, superannuation and franking credits have their own screens, and AUD comes first.
- Seven currencies. Track AUD, USD, GBP, EUR, INR, NZD and CAD. A second currency adds a toggle on Overview, Income and Expenses.
- Nine markets. ASX, BSE, NSE, NYSE and NASDAQ, TSX, LSE, XETRA, and Euronext Paris and Amsterdam, with live share prices.
- Your data is separated at the database. FinTarget stores your records in Supabase with row-level security, so each account's rows are kept apart.
What FinTarget handles for you
| Prices | Live share prices and exchange rates load when you open a page or choose Refresh Prices. They can lag by a minute or two. |
|---|---|
| Financial year | July to June by default. Change the start month in Settings. Labels read FY 2025-26, or just the year when the financial year starts in January. |
| Recurring items | Recurring income and expenses are added for you once a day, the next time you open the app after a payment falls due. |
| Dividends | Dividends for ASX, BSE and NSE holdings sync automatically each day. You can also run a full sync yourself from the Dividends page. |
| Sign-in | Email and password or Google, with optional two-factor authentication from Settings. |
What you can do with it
- See where you stand. Overview shows income, expenses, net savings and portfolio value for any date range, with a comparison against the period before.
- Follow each holding. Portfolio shows live price, gain or loss, today's change, weight and sector for every holding.
- Prepare for tax time. Analytics has a tax year summary with income, expenses, dividends and super contributions for any financial year.
- Ask an AI app. Connect ChatGPT, Claude, Gemini, Cursor or Grok and ask questions about your own data in plain English. The connection is read-only unless you choose to let the app add records.
Who it's for
Everyday Australians who manage their own money and want one clear picture of it: share investors, people with super to track, and households that keep a budget and split bills.
FinTarget is a tracking tool. It shows your own records and does not give financial, tax or investment advice.
Next steps
- Getting started. Create an account, set your currency and add your first data.
- Connect an AI app. Add FinTarget to ChatGPT, Claude, Gemini, Cursor or Grok.
- All features. Every part of FinTarget, grouped by what it does.