Yoshi

Yoshi brings your personal financial context into ChatGPT. Connect your accounts to get detailed visibility across balances, transactions, holdings, liabilities, and account activity in one place. Ask questions about any account, transaction, or investment, and get answers grounded in your own financial data. Open an accounts dashboard with balance history, see where your money goes, and create or update your savings goals. Moving money and trading stay in the Yoshi app, where you review and approve them with your passkey.