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▲ rootusrootus 3 days ago

I do enjoy bantering about financial stuff with Claude, but do I want to give Anthropic read access to my accounts? That's a pretty big ask. They'd need to have a pretty solid privacy guarantee and I'd have to trust them to keep it.

▲lp92 2 days ago | parent | next [-]

What I do is download the statements from my banks/trade platforms and then I have a custom Python script that strips out PII/account data and create a cleaned up CSV. Then use that CSV with Gemini for analytics and modeling.

This is somewhat manual but works well enough without handing over access and account details to AI.

▲reinhash 3 days ago | parent | prev | next [-]

privacy is the big concern here, while I give claude a lot of access to my computer, actually giving it read access to my bank and payment details is a big no. In the end, you never know what happens to data that your client sends to a server. Is there a bad configuration to logging? Is the data stored and analyzed? What exposure is there in case of a hack?

▲paulpauper 3 days ago | parent | prev | next [-]

I would not be worried , provided it cannot make actual trades without authorization

▲drop_star 3 days ago | parent | prev [-]

Agreed. Id never use this