[a-fadil]

For now, it's CSV and manual editing using the UI. I'm looking to have direct integration with major brokers when possible to avoid third-party aggregators and managing users' data/credentials (or at least have the option to).

[willio58]

This would be amazing, though I realize it's not straightforward and not easy to do. I have so many accounts across different companies that this connection piece is basically a requirement for me to use your app on a regular basis. I'm sure that applies to a lot of people, and I'm sure you already know that. I appreciate the focus on building the tool first and then getting that connection stuff working later.

I just want to also commend you on the UI/UX here, it looks and feels really solid.

[theogravity]

Really interested in how you do this. When I as looking into building my own finance-related app, you have to pay a ton to get market data (stocks, crypto, ETFs, options) and connecting bank accounts if it's not for individual use (you still have to pay for individual use, but not significantly as much).