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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Completed
Feature Request
AI
6 months ago

Noah Littin
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Completed
Feature Request
AI
6 months ago

Noah Littin
Get notified by email when there are changes.