Connect TableWealth to review your net worth, accounts, holdings, transactions, and cash flow in ChatGPT. Explore spending categories, bounded portfolio summaries, saved net-worth snapshots, and data freshness. Financial access is read-only and limited to the workspace, accounts, and permissions you authorize. TableWealth cannot move money, place trades, or edit financial records. You can either automatically connect accounts or manually upload account information.
How to use
- 1Add it in ChatGPT
Open TableWealth in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick TableWealth, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Show my largest investment holdings and portfolio allocation.”
- “How did my net worth change?”
- “Break down last month’s income, expenses, and transfers.”