Viewing profile — mbm

Looks neat! Thanks for sharing. This is going to be a space with many different players, which I personally think is awesome.

Great questions. 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…

Nice, thanks for sharing. I’m curious how MX compares to Plaid.

Yeah, investing over time in such a way to beat the S&P is actually incredibly challenging (having tried it myself). I’m very skeptical an LLM can do better than that unless it has…

Correct. That’s interesting — so you explicitly opted out for any non-OAuth institutions?

Correct. They’re incentivized to try to make it as seamless and secure as possible for the 95%, but it’s challenging to build custom integrations for thousands of institutions. Wou…

Hi, just to share - the DevTools experiment was in my initial build for myself, prior to deciding to make it into a product.

Thanks :-)

Now that would be innovative.

hledger is amazing.

Local AI models are getting a lot better. If you have the capability to run them, you could automate this yourself using your own browser automation, actually. It is rather fiddly,…

That's so awesome! You should open source this. Wish we had this in the US, would make things so much easier.

The main reason I do it, at least, is because the insights it provides (as someone who's interested in spending patterns/investing/etc.) are actually quite useful. With even a very…

Yeah, I actually agree with you -- this is something that needs a ton of guardrails. It'll take a lot of thought to build correctly.

Yes, give it a try! I did this on my own first before deciding to make it "a thing." It's actually a really fun project and gives you a ton of insight into your finances. I'd recom…

Hey! Thanks for stopping by. Actually planning to do a full blog post on this topic soon (how to get started with Plaid). It was a bit of a process involving sales calls, contracts…

Looks pretty good! Give it a try and let us know how it works?

Yup, it would be really awesome if this concept was deployed in the US. Unfortunately, open standards don't seem to gain as much traction here outside of the tech industry.

Have you tried browser automation?

Just to share -- Most of the largest banks/FIs actually work directly with Plaid. Here's a quick list of some of the major ones: JPMorgan Chase, Bank of America, Wells Fargo, Citib…

Hear you 100%. It's certainly not for everyone, and I respect your position.

Same here -- I mainly use Driggsby from Codex or Claude Code, not ChatGPT or Claude actually. Thanks for sharing about the apartment -- that's super cool and a really great use-cas…

Thanks for stopping by, Alex! Looks awesome -- good luck to you guys!

This is really neat, and actually pretty sophisticated. It's like a tiny fintech. How well has the cash flow prediction worked?

I respect that 100%. Thanks for sharing your thoughts!