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Tablewealth

tablewealth.com ↗

Tablewealth connects bank, brokerage, investment, and credit accounts to live spreadsheets, custom dashboards, and app-ready financial data. Use Tablewealth as a native finance workspace for day-to-day review, high-level dashboards, connected accounts, holdings, transactions, and financial trends.

Products

TablewealthConnect your accounts once. Use them in a live spreadsheet, a custom dashboard, or your own code.
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  • Spreadsheet Sync

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    Tablewealth keeps your balances, holdings, and transactions current in a Google Sheets or Excel workbook you own—refreshed on demand, no manual CSV exports. Every formula, tab, and chart you already built stays exactly where it is.

  • Native App

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    Use Tablewealth as a native finance workspace for day-to-day review, high-level dashboards, connected accounts, holdings, transactions, and financial trends.

  • App Store

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    Install focused finance apps for retirement, net worth, fee drag, payoff planning, tax estimates, and custom analysis without leaving your financial workspace.

  • API and MCP

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    Use Tablewealth as the read-only financial data layer for ChatGPT, Claude, Claude Code, Codex, APIs, dashboards, and custom app workflows.

  • AI App Builder

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    Use Tablewealth as the data layer for AI-built dashboards, reports, transaction explorers, portfolio views, and planning tools.

  • Sync from 14,000+ financial institutions

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    Automatically connect banks, brokerages including Fidelity, and alternative assets into a unified financial data layer.

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Brand colors & fonts

Observed website styles · partial · Nov 11, 2026

seasonVf

heading · declared in stylesheet · 400, 600, 700

Fallback: system-ui, sans-serif

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interDisplay

body · declared in stylesheet · 400, 500, 600, 700

Fallback: system-ui, sans-serif

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Disclaimer: These samples are not verified official brand guidelines or a complete palette. Previews use system fonts; font licensing, reuse and redistribution rights are unverified. Font URLs are evidence only. Actual rendering and loaded fonts may differ; displayed font names may be simplified.

Collection details

CSS declarations only; browser rendering, cascade, active theme, loaded fonts and official brand guidelines have not been verified. Generated font aliases are normalized for display; exact declarations remain in cssFamily. Colors are semantic declaration samples, not an exhaustive palette. Font asset URLs are evidence only; license and redistribution rights are unknown.

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