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PocketGuard

POCKETGUARDA5 · direct accessManage supplier listing

consumer budgeting and expense-tracking app with 1,700,000+ users across US/Canada/UK, syncing 20,000+ financial institutions through Plaid, Finicity and Salt Edge; the licensable side is an API-integration and white-label program built on that linked-account transaction, bill and debt data

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Coverage

Universe, instruments and categories.

GICS sectors
consumer bank transactions and spendingbills and subscriptionspersonal debt
Categories
personal-finance app with bank-linked transaction aggregation, plus API and white-label licensing
Regions
US
Sample tickers
INTUVMACOFSYFSOFI

PocketGuard has not added their own details yet. Not yet on file:

  • Dataset
  • Data dictionary
  • Coverage
  • Provenance
  • Rights & data handling