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Description
From the marketplace listing
Connect your Antevo Wealth account and ask about your own book in plain language: net worth across accounts, real assets and liabilities; positions, allocation and concentration; today's brief for your household; risk, drift and stress results; credit, goals and your calendar.
For example: "Where am I most concentrated, by holding, sector and currency?"
Tell it what you hold and it records it for you. It sets out exactly what it will add and writes nothing until you say yes. It never buys, sells or moves money.
Every answer is dated and names its source. You need an Antevo Wealth account to sign in.
Language: English · Automatically detected from descriptions.
Full description changed from “Connect your Antevo Wealth account and ask about your own book in plain language: today's brief for your household, what your positions and allocation look like, total assets under management, drift against your model, correlations and c...” to “Ask about your own Antevo Wealth book in plain language, and record holdings you own after approving each change.”.
From the developer’s listing and package; capabilities are not independently tested. Package observed Nov 2, 2026.
Declared capabilities
Ask about your own portfolio
Declared limitations
Declines to trade: the connector records holdings the user already owns and never buys or sells. Expected: a clear refusal and no tool that writes anything.
Declines to move money: no tool can transfer funds. Expected: a refusal explaining it only reads the book and records holdings.
Writes nothing without a yes: the user declines the plan. Expected: add_position returns a plan, the user replies no, and nothing is recorded.
Review scenarios; not an exhaustive list.
Cost & access
This plugin does not sell products or process payments.
Exact text from the indicated source. A mention alone does not establish support for your task.
Publisher full description
Connect your Antevo Wealth account and ask about your own book in plain language: net worth across accounts, real assets and liabilities; positions, allocation and concentration; today's brief for your household; risk, drift and stress results; credit, goals and your calendar.
For example: "Where am I most concentrated, by holding, sector and currency?"
Tell it what you hold and it records it for you. It sets out exactly what it will add and writes nothing until you say yes. It never buys, sells or moves money.
Every answer is dated and names its source. You need an Antevo Wealth account to sign in.
Antevo Wealth can now record what you hold. Tell it about a portfolio or a holding and it sets out exactly what it will add, then writes it only after you say yes. It never buys, sells or moves money. An empty account now gets the same three ways in as the app: connect a broker, add a holding by hand, or add a property.
Declared in the saved package. Remote tools may change independently.
Package details
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
Package author
VestAI LTD
Commerce declaration
Does not support commerceThis does not establish whether access is free or paid.
Review scenarios
5 positive · 3 negativeScenario counts, not test results.