Kevor + ChatGPT
Your portfolio and cash picture, inside ChatGPT.
Connect your financial accounts once through Kevor, then ask ChatGPT questions about your portfolio, cash position, card activity, and recurring bills — all with read-only access and minimum data per request.
How it works with ChatGPT
1. Connect your accounts
Link brokerage, checking, savings, and credit card accounts through Kevor's secure connection flow powered by Plaid.
2. Add Kevor to ChatGPT
Connect Kevor as a ChatGPT integration. Authentication is handled via OAuth — no API keys or configuration files needed.
3. Ask naturally
"What changed across my portfolio and cash this week?" — ChatGPT uses Kevor's read-only context to answer with live financial data.
Example prompts
"What changed across my portfolio and cash this week?"
"How much cash do I have across all linked accounts?"
"What are my most recent card charges?"
"Which recurring charges hit this month?"
"What holdings are in my brokerage accounts?"
Get started with ChatGPT + Kevor
Read-only access. No money movement. Disconnect anytime.