AI connector
Let an assistant read your figures, and nothing else.
A read-only key for an assistant: a fixed set of read-only tools, nothing it can change.
Built and tested; not yet seen on real data.
Features
One register
Property, funds, companies, art, vehicles, bank accounts and debt in one place.
Your share of each
Every holding keeps its own currency and is shown at the share you own.
Sources you can check
Open a figure to see how it was made and where it came from.
How it works
- 01
Create a named key
In Profile Settings, choose its scopes (all off by default) and its lifetime. It is shown once and Opes keeps only a fingerprint of it.
- 02
Paste it into your assistant
The assistant sees only the tools its scopes allow. Free text from your records reaches it as data, marked so that it is not followed as an instruction.
- 03
Hide amounts if you wish
A key can hide values: amounts are removed on the server before the answer is built, and only percentages and counts remain.
- 04
Watch it, and revoke it
Every call is logged with the tool and the time, never with the question or the answer, and a key can be revoked at once.
What it does not do yet
- 01
No write tool and no AI import.
The connector only reads. An assistant cannot import a statement or fill in a form for you.
- 02
A key is a password for reading.
Whoever holds it can read what its scopes allow until it expires or you revoke it. It does not ask for the second factor at each call.
- 03
Some things are never offered.
Document files and links, sharing, bank connections and your profile are not exposed through the connector. The documents list gives titles, types and expiry dates only.
Verifiable
What is in place, stated plainly.
- 01Signing in with a password needs a second step: an authenticator app or a passkey.
- 02Each person's records are separated from everyone else's at database level.
- 03Shares, advisors and the AI connector are read-only.
- 04Each headline figure says where it comes from: calculated, a price feed, a document, or typed by you.
- 05No independent audit yet. See what is and is not in place.
A common question
Does it connect to my bank?
Not yet. You upload statements or type figures, and confirm a preview.
Who can see my data?
You, and only the people you share with, read-only. Opes is not end-to-end encrypted, so Opes can read stored data to total it and read statements. Opes does not sell your data.
Is there a free plan?
Yes. Free covers accounts, holdings, property and goals, with no card. Paid levels open later.