Analysis of my holdings

I have linked a lot of my brokerage and 401k accounts. I asked the AI to review all of my holdings and give me my current asset allocation. It asked me to input the holdings! What’s the point of connecting if the AI cannot see what’s in my accounts?

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Upvoters
Status

Completed

Board
💡

Feature Request

Tags

AI

Date

6 months ago

Author

Noah Littin

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