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Guides and articles

Topics with full walkthroughs, start to finish.

Set up your account, connect a bank, and get your first answer.

How your data is protected, what agents can see, and what we never store.

Connecting Claude, ChatGPT, and other clients — and what they remember.

Setting up rules and alerts, and approving what your agent does.

How people use Era, from individuals to advisors and small teams.

The MCP server, OAuth and API keys, and the tools agents can call.

Product updates, announcements, and what we've shipped lately.

Topics we answer a question at a time, over in the FAQ.

What each plan includes, how billing works, and how to switch.

Model portfolios, research, and how investing accounts work.

Inviting friends, earning credit, and how the affiliate program works.