detect_recurring_payments
ChatGPTDetect recurring payments and subscriptions.
Finance
Vings
by Vings Financial Ltd.
Overview
Vings lets authenticated users inspect their own financial data through ChatGPT, including transactions, cashflow, spending categories, merchants, recurring payments, budgets, connected bank status, portfolio snapshots, portfolio history, and preferences.
Tools
get_budget_summary
ChatGPTGet spending versus budget targets by category.
get_cashflow_summary
ChatGPTGet income, expenses, and net cashflow for a date range or time range.
get_connected_banks_status
ChatGPTGet connected bank/account status and balances.
get_portfolio_history
ChatGPTGet portfolio value history over time.
get_portfolio_snapshot
ChatGPTGet portfolio snapshot across bank accounts, crypto wallets, paper accounts, and investment holdings.
get_preferences
ChatGPTGet user preferences relevant to financial summaries.
get_spending_by_category
ChatGPTGet category spending totals and percentages. Category filters accept leaf expense enums or group names which expand automatically.
get_top_merchants
ChatGPTGet top merchants by spending.
list_budget_categories
ChatGPTList budget categories and targets.
search_transactions
ChatGPTSearch authenticated user's transactions with advanced filters. Amount filters are in cents. Internal transfers are excluded unless showInternalTransfers is true. Category filters accept leaf enums or group names (FOOD_AND_DRINK, ENTERTAINMENT, etc.) which expand automatically.
