[Bostonian]

I don't want to give ChatGPT access to my accounts, and my wife would feel even more strongly about this. For people who feel this way, allowing them to upload a CSV file of positions (no account numbers) could be an alternative way for them to use your program.

[liambl]

(I'm the co-founder/CTO) Understand your pov, to give you a little more context, our connections are 100% on-device (we don't use Plaid) and we don't have any access to your data. When ChatGPT accesses your accounts, it goes through your device to do so. We're planning on adding even more configuration options to that process, so that e.g. ChatGPT can't pull your account numbers or anything else you block.

[instagary]

Thanks for the suggestion! That's a good idea & something we'll think about more.