Commentary on X
@zachperret @Plaid This is a game changer for AI financial advisors
11:49 AM · Jul 15, 2026Today, @plaid launched tax lot data for the first few brokerages (ETrade, Robinhood, IBKR, etc.). You can pull the cost basis & tax impact of each share you own. I've wanted this feature for a while – it massively increases the value that an AI financial advisor can deliver!
11:35 AM · Jul 15, 2026Combined views
5.3K
2 posts, first seen 3h ago
52 likes6 comments