Yoshi

Yoshi brings your personal financial context into ChatGPT. Connect your accounts to get detailed visibility across balances, transactions, holdings, liabilities, and account activity in one place.

Ask questions about any account, transaction, or investment, and get detailed answers grounded in your own financial data. You can also set up agents to monitor changes, keep tabs on specific parts of your finances, and generate reports whenever you need them. Yoshi helps turn ChatGPT into a context-aware financial assistant built around your financial life.