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The app support mapping profiles. I hope we will have a profile for each major broker. I'm also experimenting with local llm models to parse files and statemen
by a-fadil 11mo ago
The app support mapping profiles. I hope we will have a profile for each major broker.
I'm also experimenting with local llm models to parse files and statement and call the app tools to feed data.
- ioblomov 11mo agoThis doesn't appear to be documented... https://www.google.com/search?q=site%3Awealthfolio.app+map+profile https://www.google.com/search?q=site%3Awealthfolio.app+map+p... Would be happy to contribute profiles.
- bradleyjg 11mo agoNeat! Thank you. That’s really the killer feature for this imo. In a year when I consolidated a bunch of accounts, I’ve found essentially no program regardless of off or online that’s able to build a global view. It’s a pretty classic data problem—-heterogeneous data sources, entity resolution, etc. Should be amenable to a ml solution.