skarbfolio
Open app
Getting Started
  • What is Skarbfolio?
  • Signing in
  • Adding your first account
Accounts
  • How to add an account
  • How to edit or rename an account
  • How to archive an account
  • Zero-balance vs. archived accounts
Holdings & Transactions
  • How to add a holding
  • How to add a transaction
  • How to edit or delete a transaction
  • How to archive a holding
  • Editing a custom asset
  • Setting up a dividend schedule
  • Interest on a cash balance
Importing Data
  • Importing from Interactive Brokers
  • Importing from an XLSX spreadsheet
Asset Types
  • Tracking stocks
  • Tracking government bonds
  • A bond that isn't in the catalog
  • Polish savings bonds
  • Tracking crypto addresses
  • Custom assets
Activity & Income
  • Understanding the Activity feed
  • How income is calculated
Analytics
  • Reading Analytics
  • How net worth and charts are calculated
Settings
  • Connecting Interactive Brokers for one-click sync
  • Using the MCP connector
  • Billing & subscription
  • Changing language and currency
  • Debt payment reminders
  • Changing the theme
  • Deleting your account
Help & FAQ

Using the MCP connector

Skarbfolio can connect to any MCP-compatible AI assistant so you can ask questions about your portfolio in natural language — "What's my net worth?", "Add a transaction", "Show my dividend income this year".

  1. Click Connect AI in the header (available on every page).
  2. Copy your personal MCP server URL.
  3. In your assistant's connector (or "apps") settings, add a custom connector and paste the URL.
  4. Approve access — you'll be brought back to Skarbfolio to sign in and confirm what it can do.

Connecting grants read access (accounts, holdings, transactions, summaries) and write access (adding/editing accounts, holdings and transactions) — you stay in control and can disconnect anytime from Settings → Integrations.

The MCP connector is a Pro feature — see Billing & subscription.