Dots for TableWealth
A dot is ChatGPT's always-on personal agent. These are recipes you can set up in your own.
Overview
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.
Developer: Ironwood Apps LLC
Category: Finance
Version: 1.0.0
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