delete_annotation
ChatGPTDelete a previously saved annotation by its ID.
Finance
Pane
by Real
Overview
Pane connects your bank accounts, credit cards, and investments to ChatGPT so you can ask real questions about your money.
Check balances, analyze spending by category, track recurring subscriptions, and monitor your full financial picture — all through conversation.
Link your accounts once and get instant, read-only access to your financial data whenever you need it. Your data stays encrypted and you control exactly what's shared.
Tools
get_accounts
ChatGPTGet linked financial accounts with balance metadata. Filter by type (checking, savings, credit, investment, loan, crypto).
get_balances
ChatGPTGet latest account balances and net worth summary. Filter by type (checking, savings, credit, investment, loan, crypto).
get_investments
ChatGPTGet investment holdings and portfolio value. Optionally filter by account.
get_liabilities
ChatGPTGet liabilities grouped by credit, student, and mortgage. Filter by type (credit, student, mortgage).
get_recurring
ChatGPTGet recurring subscriptions, bills, and income streams. Filter by type (subscriptions, bills, income).
get_spending_summary
ChatGPTGet spending summary grouped by category, merchant, week, or month. Supports period shortcuts (last_7d, this_month, etc.) or explicit start_date/end_date.
get_transactions
ChatGPTGet transactions with optional date range, category, amount range, free-text search, and per-account filtering.
list_annotations
ChatGPTList saved annotations, optionally filtered by scope and target.
write_annotation
ChatGPTSave a freeform annotation on a transaction, merchant, account, or profile. Annotations are surfaced automatically in future responses so knowledge persists across conversations.
App Stats
10
Tools
1
Prompts
Apr 21, 2026
First seen
ChatGPT
Platforms
Category
Money ManagementWorks with
ChatGPT
Data refreshed daily