Use case
Your full portfolio and cash picture, in one question.
Stop logging in to five different apps to piece together your financial picture. Kevor gives your AI assistant read-only access to your brokerage, checking, savings, and credit card accounts — so you can see cross-account totals in a single conversation.
What you can see
Holdings overview
All positions across your linked brokerage accounts — stocks, ETFs, bonds, and funds with current values.
Cash across accounts
Total cash across checking and savings accounts in one number, broken down by account if you need detail.
Account-level detail
Drill into any specific account to see balances, recent transactions, and account metadata.
Data freshness
Every response includes when data was last refreshed, so you always know how current your picture is.
Example prompt
Across your 3 linked accounts, you have $24,812 in cash:
Checking (Chase): $8,430 · Savings (Marcus): $14,200 · Brokerage cash (Schwab): $2,182
Data as of 12 minutes ago