Anthropic upgrades Claude with new Personal Finance feature
Having the right context is what makes AI tools useful. Anthropic just launched the ability to securely use personal finance data with Claude. The company emphasizes that the feature is read-only and can’t take financial actions. more…
Anthropic has introduced a new Personal Finance feature for Claude, allowing secure access to personal financial data. The company stresses that the feature is read-only and cannot perform any financial actions. Users can connect their bank and card accounts to Claude, ask questions in their own words, and receive answers about their money.
The feature presents data in various formats such as dashboards and calendars. However, Claude is not designed to provide investment advice or make financial decisions. Users must manually connect their accounts through Plaid, a service that connects apps to banks, and agree to its terms to allow Claude's read-only access. Anthropic emphasizes that users should verify important figures with their bank and be aware that Claude may make mistakes in its answers. The Personal Finance feature is now available to paid subscribers in the US.
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