Key Info
Anthropic introduced Personal Finance in Claude as a US beta that lets users connect accounts of their choosing so Claude can answer money questions in everyday language based on their own balances and transactions.
Highlights
- Access is read-only: Claude cannot move, manage, or invest money.
- No ads or sponsored recommendations, consistent with the rest of Claude.
- The feature is for understanding finances and is not designed to give investment advice.
- Rolling out gradually in the US on the Pro, Max, and Ultra plans.