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maintenanceProvides 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.
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Read-only access to your net worth, wealth percentile, projections, splits and budget.
Read-only access to your bank, investment, and crypto accounts: balances, transactions, holdings.
Read-only access to Genie accounts, transactions, investments, and financial summaries.
Read-only Fillfolio portfolio: net worth, holdings, cash, liabilities, and activity.
Read your accounts, budgets and net worth, and draft changes you confirm.
Add one secure layer between your agents and this server.