Results for “multi-account”

Interact with the Plaid finance platform to link bank accounts, fetch balances, and query transactions by date range using the plaid-cli tool.

Simulator.Company financial management specialist. Use when the user wants to manage financial and metric accounts on actors (balances, counters, plan vs fact), record transactions, transfer value between accounts, work with currencies and account-name categories, track non-financial metrics, read balances and turnover, tag accounts for grouping, or set up account triggers (balance / transaction-count / data-field alerts). Activate when the user mentions "record transaction", "transfer funds", "account balance", "financial tracking", "depreciation", "expense", "budget", "counter", "mileage tracking", "account tag", "account trigger", "balance alert", "запиши транзакцію", "переказ коштів", "баланс рахунку", "лічильник", "пробіг", "тег рахунку", "тригер на рахунок", "запиши транзакцию", "перевод средств", "баланс счёта", "счётчик", "пробег", "тег счёта", "триггер на счёт". Accounts attach to ACTORS — use `simulator-actors` to create/find the actor first; for sharing an account use `simulator-access`; for dashbo

Interact with the Plaid finance platform via a CLI: link accounts from various institutions, query balances, and retrieve transactions by date range.

Integrates with the Brighty banking API to open accounts, issue Mastercard cards, trade crypto, and send SEPA/SWIFT payments from a bot or automation.

Enables AI agents to pay humans with USDC via molty.cash, supporting tips, hiring for tasks, and creating gigs with on-chain settlement on Base.

Manage a Public.com brokerage account: view portfolios, quotes, orders, and history, and place trades via the Public.com API.

Interact with the Plaid finance platform via a CLI to link institutions, fetch account balances, and query transactions by date range.

Provides notes and a workflow for opening a brokerage account online from mainland China, including required documents and funding details.

Optimizes personal and business banking by assessing scenarios, structuring accounts, eliminating fees, and maximizing interest rates.

Guides users through optimizing personal and business banking: choosing accounts, cutting fees, boosting interest, resolving disputes, and structuring finances.

Backtests quantitative trading strategies across 9 engines and 25 data sources, analyzes trade journals, and runs multi-agent research teams.