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Rohan Paul· @rohanpaul_ai · X· · 原发布时间 AI 评分54

Anthropic 在美国推出 Claude 个人理财测试版,可只读连接银行账户

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Claude 的 Personal Finance 测试版可通过 Plaid 连接用户选择的美国银行账户,以余额和交易记录回答日常财务问题。最多可连接 16 家银行、读取过去 24 个月的交易;它不能转账、管理资金或投资,投资账户也不提供持仓和交易信息。仅在理财中心内的对话被排除在训练之外,普通聊天仍遵循用户原有隐私设置。

原帖引用 · 原文

@rohanpaul_ai

Anthropic’s new Personal Finance beta connects bank accounts to Claude through Plaid with read-only access.

Claude’s Personal Finance hub reads balances, credit limits and up to 24 months of transactions from up to 16 linked US banks, but Plaid keeps bank passwords out of Claude’s view.

The training exclusion covers only conversations inside the hub, so financial details typed into regular chats follow the user’s normal privacy settings.

Claude reads balances on investment, loan and card accounts but not holdings, trades, rates or terms, which limits it to spending analysis rather than portfolio work.

引用Claude@claudeai
Introducing Personal Finance in Claude, in beta in the US. Connect the accounts you choose, and Claude answers your money questions in everyday language, from your own balances and transactions. Access is read-only, and Claude can't move, manage, or invest your money. https://t.co/V1JLYuWwrS
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来源:Rohan Paul · x.com

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