---
title: "BankBridge for traders"
slug: bankbridge-for-traders
url: https://bankbridge.money/guides/bankbridge-for-traders
category: use-case
published: 2026-04-23
updated: 2026-04-23
---
# BankBridge for traders

> 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.

BankBridge for traders — P&L, dividends, position review | BankBridge 

[Use case](/guides/use-cases)

# BankBridge for traders

Updated Apr 23, 2026·3 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](/login), connect your bank(s), pick your flavor of agent (see our [connect guide](/guides/how-to-connect-your-bank-to-claude)), paste the pre-filled snippet from your dashboard. Ask one of the prompts above and the agent handles the rest.