Use case

BankBridge for traders

3 min read
The investment tools in BankBridge let your agent pull current holdings, gain/loss per position, buys/sells, and dividend history. Ask for a concentration review, dividend yield, or a tax-loss-harvesting list in natural language.

What traders actually care about

  • Current position value + unrealized gain/loss by ticker
  • Dividend income YTD and trailing 12-month
  • Concentration risk: % of portfolio in top 3 positions
  • Tax-loss-harvesting candidates for year-end

Three prompts to try first

  • “What's my portfolio value, broken down by position with gain/loss?”
  • “How much dividend income have I received this year?”
  • “Which positions are down more than 10% and could be tax-loss harvested?”

Setup

Sign up at bankbridge.money, connect your bank(s), pick your flavor of agent (see our connect guide), paste the pre-filled snippet from your dashboard. Ask one of the prompts above and the agent handles the rest.