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The app support mapping profiles. I hope we will have a profile for each major broker.

I'm also experimenting with local llm models to parse files and statement and call the app tools to feed data.

Neat! Thank you. That’s really the killer feature for this imo.

In a year when I consolidated a bunch of accounts, I’ve found essentially no program regardless of off or online that’s able to build a global view.

It’s a pretty classic data problem—-heterogeneous data sources, entity resolution, etc. Should be amenable to a ml solution.

This doesn't appear to be documented...

Would be happy to contribute profiles.