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Claude tests a read-only personal-finance feature linked to bank accounts

2026-11-07

Analyzing Stock Market
Photo: Analyzing Stock Market by ota_photos · CC BY-SA 2.0

Anthropic has launched a beta Personal Finance feature in Claude for US Pro, Max and Ultra subscribers. Users can connect bank and credit-card accounts through Plaid and ask about balances, transactions and spending. The feature is read-only: Claude cannot move money, pay bills or manage investments

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