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Or any different from Quovo (https://www.quovo.com/ https://www.quovo.com/) if you were pulling both bank data and brokerage data?

drglitch 9y ago
Teller is for UK, whereas both of these are in US. As GP points out Plaid currently does not have any brokerage data (beyond simple account balances) - only yodlee and Quovo do.
rufugee 9y ago
First I've heard about Plaid and Quovo. These services seem to be targeted at a developer interested in developing products for others. I really wish someone would come out with an API service targeted towards someone who would like to manage and query their portfolio of accounts with code. I have tried time and time again to use things like Mint or Quicken to have a consolidated view of my accounts, but invariably I find things that really suck about the service. I'd rather hack together a set of scripts and do it that way, but where to go for the actual access (aside from manually downloading .obx files).
- macandcheese 9y ago
  Personal Capital is pretty good - their investment service is pretty overpriced, but their free portfolio management tools work most of the time, provide great graphing, and seem to handle all my accounts easily across a variety of banks.
- JohnnyMneunomic 9y ago
  Would you pay for access to this API service?
  - rufugee 9y ago
    Provided it were priced reasonably...absolutely.
- foodstances 9y ago
  I use Plaid for my own bank account access, which I used to replace my own OFX code because my banks kept randomly breaking their OFX interfaces. Plaid was fine with creating a developer account for just a few bank accounts, they didn't have any minimum or anything.
  - rufugee 9y ago
    Thanks. I'll give it a shot. Any useful scripts you'd care to share? One thing I ran into quickly when parsing my own bank's OFX was the truncation of the payee field, which made it extremely difficult to identify certain transactions. For example, I might get coffee at a Starbucks, but it would show up in the bank export as "STORE93423 CA LA STAR". I never determined if this was a limitation of the bank's software or simply that OFX didn't allow for enough characters. It'll be interesting to see if Plaid solves this.

drglitch 9y ago

Teller is for UK, whereas both of these are in US. As GP points out Plaid currently does not have any brokerage data (beyond simple account balances) - only yodlee and Quovo do.

rufugee 9y ago

First I've heard about Plaid and Quovo. These services seem to be targeted at a developer interested in developing products for others. I really wish someone would come out with an API service targeted towards someone who would like to manage and query their portfolio of accounts with code. I have tried time and time again to use things like Mint or Quicken to have a consolidated view of my accounts, but invariably I find things that really suck about the service. I'd rather hack together a set of scripts and do it that way, but where to go for the actual access (aside from manually downloading .obx files).

macandcheese 9y ago
Personal Capital is pretty good - their investment service is pretty overpriced, but their free portfolio management tools work most of the time, provide great graphing, and seem to handle all my accounts easily across a variety of banks.
JohnnyMneunomic 9y ago
Would you pay for access to this API service?
- rufugee 9y ago
  Provided it were priced reasonably...absolutely.
foodstances 9y ago
I use Plaid for my own bank account access, which I used to replace my own OFX code because my banks kept randomly breaking their OFX interfaces. Plaid was fine with creating a developer account for just a few bank accounts, they didn't have any minimum or anything.
- rufugee 9y ago
  Thanks. I'll give it a shot. Any useful scripts you'd care to share? One thing I ran into quickly when parsing my own bank's OFX was the truncation of the payee field, which made it extremely difficult to identify certain transactions. For example, I might get coffee at a Starbucks, but it would show up in the bank export as "STORE93423 CA LA STAR". I never determined if this was a limitation of the bank's software or simply that OFX didn't allow for enough characters. It'll be interesting to see if Plaid solves this.