Hiro
Manage personal finances by aggregating bank accounts, investments, and recurring subscriptions into a unified view.
От сообщества: Добавлен пользователем или импортирован; проверьте владельца перед подключениемРаботаетБез входаГлобальныйБесплатноТолько чтение
Что умеет
- List Balances: API endpoint for balances as a time series. Returns the balance history for the current user, using the accounts and date range specified in the filter object. One data point is returne
- Get Balance: API endpoint for balances as a time series. Returns the balance history for the current user, using the accounts and date range specified in the filter object. One data point is returned
- Get Balance Change Breakdown: Returns the net worth change breakdown for the given date range.
Какие данные видит
Нужен ли аккаунт
Не нужен: сервер работает без входа
Manage personal finances by aggregating bank accounts, investments, and recurring subscriptions into a unified view. Analyze transaction history and spending habits to identify savings opportunities and track net worth growth over time. Monitor investment portfolio performance and audit recurring payments to maintain better control over your financial health.
Список инструментов сервера (19)
Технические названия из tools/list. Нужны только разработчикам.
| list_balances | API endpoint for balances as a time series. Returns the balance history for the current user, using the accounts and date range specified in the filter object. One data point is returned per day of the time window. |
| get_balance | API endpoint for balances as a time series. Returns the balance history for the current user, using the accounts and date range specified in the filter object. One data point is returned per day of the time window. |
| get_balance_change_breakdown | Returns the net worth change breakdown for the given date range. |
| get_balance_time_series | Returns the balance time series for the given date range. |
| list_accounts | List and manage the user's financial accounts. Returns checking, savings, credit card, loan, and investment accounts with their names, types, balances, and institution details. |
| get_account | List and manage the user's financial accounts. Returns checking, savings, credit card, loan, and investment accounts with their names, types, balances, and institution details. |
| list_categories | List, create, and manage transaction categories. Returns both system-defined and user-created custom categories with their names, colors, icons, and category groups. |
| get_category | List, create, and manage transaction categories. Returns both system-defined and user-created custom categories with their names, colors, icons, and category groups. |
| list_holdings | List the user's investment holdings across all accounts. Returns holding quantity, value, cost basis, and linked security details. Supports filtering by account and security. |
| get_holding | List the user's investment holdings across all accounts. Returns holding quantity, value, cost basis, and linked security details. Supports filtering by account and security. |
| get_holding_value_history | Return the holding value time series (quantity × daily price). |
| list_investment_transactions | List and view the user's investment transactions. Includes buys, sells, dividends, and other investment activity. Supports filtering by account, security, date range, and search term. |
| get_investment_transaction | List and view the user's investment transactions. Includes buys, sells, dividends, and other investment activity. Supports filtering by account, security, date range, and search term. |
| list_subscriptions | List and manage detected recurring subscriptions. Shows subscription name, amount, frequency, status, and recent transactions. Supports filtering by frequency, status, and date range. |
| get_subscription | List and manage detected recurring subscriptions. Shows subscription name, amount, frequency, status, and recent transactions. Supports filtering by frequency, status, and date range. |
| list_transactions | List and manage the user's financial transactions. Supports filtering by account, category, date range, amount, and search term. Returns transaction descriptions, amounts, dates, categories, and merchant info. Transactions are cursor-paginated, ordered by date descending. |
| get_transaction | List and manage the user's financial transactions. Supports filtering by account, category, date range, amount, and search term. Returns transaction descriptions, amounts, dates, categories, and merchant info. Transactions are cursor-paginated, ordered by date descending. |
| get_related_transactions | Find transactions related to a specific transaction by matching merchant name or description. |
| get_transactions_to_review | Returns transactions that need review (unmodified categories with significant amount). |