Wealth Tracker for ChatGPT
Plugin
What it does
Net worth, history, spending
What it can do
- Read net worth
- allocation and holdings
- Read net worth history and income earned
- List holdings that need an update
- Record balances
- trades
- income and fees
- Sync an account statement or screenshot
- Undo a change within 30 days
- Set update reminder periods
- Read spending
- transactions and subscriptions from connected banks
- Categorise bank transactions
- Refresh or disconnect a connected bank
- Manage workspaces and their members
- Finance
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Not affiliated with OpenAI. ChatGPT is a trademark of OpenAI.