Handing your bank login to a chatbot is a big ask, so check the read-only access, the two-year transaction limit, and the no-training promise before you hit connect. While I’m like many who ask financial (and health) questions of AI in the hope it simply disappears into the ether later, I know this information is stored somewhere and used somehow.
Having a portion of AI dedicated to finance (and health) matters, and I sincerely hope the guardrails and barriers Anthropic (and OpenAI) put in place for these types of conversations are more robust than in traditional chats.
That said, understanding your finances more deeply can be extremely helpful. You can’t just ask your bank statement to analyze your spending trends, develop a budget, or (potentially) help you invest more wisely. But with this type of tool, you might be heading down a better path to do so.