Jonathan Weaver

That is useful information, thanks! Do you happen to know if similar functionality exists for major brokerage firms (e.g. Fidelity, Schwab, etc.) and/or robo-investing companies (Wealthfront, namely)? If so, that...

@youngcw, I'll check out SimpleFIN, thanks for the recommendation! I actually had a productionized Plaid account with approved connections to some of my institutions, but they nixed my account -...

To be frank, I don't know anything about yjs or Affine, but I did have a bookmark that I led me back to this project. I presently use Obsidian. Someone...