copilot-money

Copilot Money CLI

Command-line interface for Copilot Money, a personal finance app. Authenticate once and query accounts, transactions, holdings, and allocation data from your terminal.

Note: This is an unofficial tool and is not affiliated with Copilot Money.

Install

pip install copilot-money-cli

Quick start

copilot-money config init
copilot-money accounts
copilot-money networth

Commands

copilot-money refresh                     # Refresh all bank connections
copilot-money accounts                    # List accounts with balances
copilot-money accounts --type CREDIT      # Filter by type
copilot-money accounts --json             # Output as JSON
copilot-money transactions                # Recent transactions (default 20)
copilot-money transactions --count 50     # Specify count
copilot-money networth                    # Assets, liabilities, net worth
copilot-money holdings                    # Investment holdings (grouped by type)
copilot-money holdings --group account    # Group by account
copilot-money holdings --group symbol     # Group by symbol
copilot-money holdings --type ETF         # Filter by security type
copilot-money allocation                  # Stocks/bonds with US/Intl split
copilot-money config show                 # Show config and token status
copilot-money config init                 # Auto-detect token from browsers
copilot-money config init --source chrome # From specific browser
copilot-money config init --source manual # Manual token entry

Authentication

Config stored at ~/.config/copilot-money/config.json. The CLI auto-detects your Copilot Money refresh token from supported browsers on macOS.

• Auto-detect: copilot-money config init
• Explicit source: copilot-money config init --source arc|chrome|safari|firefox
• Manual entry: copilot-money config init --source manual

When using browser auto-detection, the CLI reads your browser's local IndexedDB storage to find your Copilot Money session token. This happens locally — no data is sent anywhere except to Copilot Money's API.

Requirements

• Python 3.10+
• macOS for browser token extraction (manual token entry works everywhere)