Brokerage account summaries, value history, and reconnect alerts

New summary and valueHistory types for SF_BROKERAGE(): pull a one-row account summary (account name, institution, account type, status, total value, currency, last sync) or a daily estimate of your total account value going back up to one year, with optional start and end dates. See Account summary and Value history.

The Brokerage tab now shows account status and last sync time, puts accounts needing attention first, and adds search and a Needs attention filter for larger lists. You can also refresh account details directly from the sidebar. See Review and refresh brokerage accounts.

Reconnect alert emails: when a connected brokerage stops syncing and needs attention, we email you a Reconnect link. Alerts are on by default, and you can change the preference in account settings or on the unsubscribe page. See Brokerage reconnect alerts.