Question: I am evaluating Tiller for a highly specific automation workflow and would appreciate insight on its feasibility.
My Goal: Completely automate the retrieval of fund-level balances across multiple Vanguard accounts (including accounts where I am a limited agent) and a Vanguard Charitable DAF.
The Requirements:
Timing: Data must be synced and available in a spreadsheet by 7:00 AM ET (well before market open) daily.
Zero-Touch Automation: I intend to use Google Sheets’ “Auto Fill” to pull data in the background and a local Python script (via Google Sheets API) to bridge that data into an Excel-based VBA class library.
The Use Case: These VBA classes monitor market conditions throughout the day and send automated alerts based on the initial morning balances.
My Questions for the Community: Vanguard Limited Agent Access: Does Tiller/Yodlee typically support “Limited Agent” permissions for Vanguard, or does it only pull accounts where I am the primary owner?
Vanguard Charitable (DAF): Is Vanguard Charitable a supported institution for automated background refreshes?
Reliability of Background Sync: For those using the 6-hour “Auto Fill” feature, is it consistent enough to rely on for a pre-market production environment?
Fund-Level Granularity: Does the Balance History sheet consistently provide the individual fund breakdown for Vanguard accounts, or just the total account balance?