What does the Plaid integration look like? What is your approach for accounts or assets that can’t be connected with Plaid?
For the non-Plaid assets eg., home, car, etc., we just added custom asset MCP tools so you can manually add those and they're included in your computed net worth.
On banks not supported by Plaid — while most are covered already (12,000+), totally understand that some like Fidelity aren’t. For this, we’re considering a way to manually import statements, but that wouldn’t support the live data sync that Plaid provides of course.
Performance tracking — yes! Absolutely on this. We’ve been sketching this out lately since it has some nuance to get right. Would love your input on what you’d like to see here.