ValYou

Enables read-only access to a Fillfolio account's normalized portfolio data, including net worth, holdings with cost basis, cash and liabilities, activity, and exact asset details, plus optional bank spending summaries, transactions, and budgets for eligible accounts. Clients can query stored data only — they cannot trade, move money, modify holdings, or access credentials.

Provides read-only access to personal financial data via Pluggy, including accounts, transactions, investments, credit cards, and aggregations like total balance, monthly expenses, and net worth.

Enables AI assistants to read a verified household financial record across linked accounts, including holdings, transactions, fees, performance, cash flow, advisors, diagnostics, and score findings. It can also refresh connections and manage manually tracked assets or liabilities inside the service, but cannot move money or place trades at financial institutions.

Provides read-only access to self-hosted cash-flow forecasts, balances, transactions, and credit-card data, letting AI clients answer spending and upcoming-obligation questions without modifying financial settings.