Quickstart
Get started with Cobalt in two steps.
Cobalt connects your accounts, transactions, brokerage data, and market research in one place. Same data syncs across web and mobile.
1. Sign up
Create a free account at cobaltpf.com. No card required.
2. Add accounts
Two ways to add accounts. Mix and match.
- Third-party provider — connect via Plaid (banks, brokerages, credit cards). Balances and transactions sync automatically.
- Manual — add an account by hand. Enter balances and transactions yourself. Good for accounts Plaid doesn't cover (e.g. private investments, foreign banks).
Accounts added on web show up on mobile and vice versa.
Next
- TypeScript SDK — build on top of your financial data.
- MCP Server — connect Claude, Cursor, and other AI agents to your financial data.
- API Reference — REST endpoints.