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What does the Plaid integration look like? What is your approach for accounts or assets that can’t be connected with Plaid?

• mbm 6mo ago
  It's pretty straightforward! There's a widget in the app that you auth through, and then you give consent for the data pull through Plaid. This authorizes the connection, and then webhooks come in going forward as data changes. For the non-Plaid assets eg., home, car, etc., we just added custom asset MCP tools so you can manually add those and they're included in your computed net worth.
  • cjgx 5mo ago
    I’ve been using driggsby for the past couple of days and it is pretty neat! What is your plan for accounts with banks not supported by plaid? Also, is there a plan to retain daily investment balance so users can track performance?
    • mbm 5mo ago
      Great questions. On banks not supported by Plaid — while most are covered already (12,000+), totally understand that some like Fidelity aren’t. For this, we’re considering a way to manually import statements, but that wouldn’t support the live data sync that Plaid provides of course. Performance tracking — yes! Absolutely on this. We’ve been sketching this out lately since it has some nuance to get right. Would love your input on what you’d like to see here.