This plugin allows you to securely connect your Wealthfront cash and investing accounts with ChatGPT to get up-to-date information on your current balances and holdings.
How to use
- 1Add it in ChatGPT
Open Wealthfront in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Wealthfront, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Tell me about my Wealthfront accounts”
- “What is my asset allocation within my managed Wealthfront investing account?”
- “Can you help me edit the asset allocation weights of my custom Wealthfront investing account?”
Disconnect
- 1Disconnect it in ChatGPT
Open Settings, then Apps or Plugins (the label depends on your rollout), select Wealthfront and choose Disconnect. ChatGPT stops acting through your account; past conversations aren't deleted.