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Built a free open source agentic CLI tool for financial modeling & analysis. Hadn't played around with real equity valuation modeling for awhile and wanted to build tooling to get …

The aspirational vs motivated user. It's like people being told they need to go to the gym by the sales person vs the person who gets up at 6am to just work out.

So you didn't read the article and now you're just throwing out statements without validation? Great, if JPMorgan is selling your data then that's their decision and that's beyond …

I really don't think you read this article beyond the headline because that's not what it's about or implying...literally in the slightest. That article is about JPMorgan being abl…

That's kind of just a brag about being wealthy though, isn't it? For many people who are trying to get escape velocity to being financially secure, tracking spending + investments …

Did you find a suitable replacement? What do you use now? I'm interested to hear how big of an sticking point this still is with this a verbose range of options now.

I'm one of your customers, love the product!

Hey, going to shamelessly plug here. We do portfolio guidance as an RIA: https://www.fulfilledwealth.co/ Free to try. Shoot us an email if you want a demo.

You're correct here. The banks have limited who they are allowing into their systems more and more right now. We wanted to build direct partnerships with trading institutions to le…

I'm a founder in this space (Fulfilled - posted above). Here's the reality: You're right that incentives matter. But selling your data would be idiotic for us, same reason it would…

A lot of it is going to be needs & vibes based. Some of them have more in-depth and niche features in certain areas, like transaction splitting or categorization and others are jus…

Will shamelessly promote ours as well: https://www.fulfilledwealth.co/ We're entering the same market but with a tilt towards investment & actionable guidance. Same read-only capab…

Other co-founder here. Really would love to hear some feedback on the approach, testing & general app use is free w/ no payments required!

Hey, good question! We deliver holistic wealth management as a single integrated experience. Most retail platforms are vertically segmented, separate tools & products for investing…

Five months ago I launched our alpha product here and got roasted for basic math errors on our landing page. It was an early lesson for us in putting something out there and not me…

Working on personalized financial planning & investing for retail investors: https://fulfilledwealth.co We're a SEC Registered Investment Advisor that combines financial planning w…

Very apt metaphor you got here. I feel like I let you down.

The product is in early days and in a closed alpha right now. We're looking for test users that are willing to work with us and provide feedback as we squash bugs and build out the…

1. None of our portfolios are static or bucketed. We run the model on each goal/portfolio and it produces the optimal portfolio for that set of circumstances (goal, time horizon, r…

You're correct! I made the fix.

For sure! Let's take a pension fund as an example. When asset managers are looking at getting the returns to meet future obligations they are not simply looking at a simple formula…

No, it wasn't.

Yeah, it's a $20 discount billed annually.

Very fair comments, platform was not slapped together with AI. Landing redesign, was. We're in the process of putting a more robust about us page now with more details about us and…