Read-only access to your bank, investment, and crypto accounts: balances, transactions, holdings.
🛠️ Key Features
- Read-only connections to financial accounts
- Retrieve balances, transactions, and holdings
- Supports bank, investment, and crypto account types
🚀 Use Cases
- Account reconciliation and budgeting
- Consolidated financial visibility across institutions
- Auditing recent transactions and portfolio positions
⚡ Developer Benefits
- Lightweight, read-only integration to minimize security risk
- Clear access scope for compliance and auditing
- Easy mapping of balances, transactions, and holdings into dashboards
⚠️ Limitations
- Read-only access; no transaction authorization or edits
- Data freshness depends on connected institutions and APIs
- Limited description provided in source material; features are grounded accordingly