Anthropic’s November 5 Personal Finance beta is rolling out to US Pro, Max and Ultra subscribers.

Read-only account context

People authorize selected bank and other financial accounts through Plaid. Claude can summarize balances and transactions and build spending views, but the feature cannot move, manage or invest money. It does not receive the person’s bank password, according to Anthropic.

Privacy statements have a defined scope

Anthropic says conversations inside the Personal Finance hub are not used for model training. Information shared elsewhere in Claude remains subject to the person’s normal privacy settings. An account can be unlinked.

The company warns that answers can contain mistakes and important figures should be checked against bank records. No accounts were connected and no accuracy test was performed for this review.