What are you going to have Claude run your Fantasy football team too?!?
Now that would be innovative.
Could a Claude Code routine watch my finances?
121–130 of 141 posts
Re: Could a Claude Code routine watch my finances?
#122Re: Could a Claude Code routine watch my finances?
#123Earlier quoted context omitted.
There’s also this: https://beta-bridge.simplefin.org/ . Very reasonably priced and it works great. Actual Budget uses it.
Could you share more about how it works?
You link your accounts in simplefin which uses MX (similar to plaid) to pull the data. Except simplefin is really simple to setup.
Re: Could a Claude Code routine watch my finances?
#124Earlier quoted context omitted.
> I've been thinking for awhile that LLMs would be really effective as personal financial advisers Why would you be thinking that?
I’ve thought the same. Because the main thing a financial advisor does is have the knowledge of different financial instruments and pair it with your situation right? An LLM would do that extremely well but can also do it more often. not once a year appointments. You could have active portfolio management for a negligible fee.
Who accepts the liability when the LLM does its typical occasional massive judgement fuck up?
Asking that because even the very best, commercially available, state of the art LLMs (presently Claude Opus 4.7 (1M) with Max effort enabled) still occasionally fucks up its decisions and judgement in significant ways.
So, it's kind of horrifying to me that people would consider this for actually potentially life-impacting ways. Especially as it sounds like the consideration is to advise people in area's they don't themselves have the skill and knowledge to catch bad advice on. :(
Re: Could a Claude Code routine watch my finances?
#125Maybe the battle has long been lost, but why on earth would you want to entrust your entire financial transactions to an LLM? I bet LLM providers have even less safeguards regarding the use of these data than the financial industry, which to be clear is an abusive industry collecting, mining, and selling our data.
In this case, the creator has explained that this is all read only. So what’s the problem?
I don't see your point. If it's not a problem, can I have read-only access to your financials?
Also, the article states that the initial implementation was using Chrome DevTools MCP. That doesn't sound like read-only to me.
Re: Could a Claude Code routine watch my finances?
#126My spouse was almost scammed out of 25k the other day, by a person. There is no way in fucking hell I'll let an "agent" touch my finances. That is madness.
Remove spouse’s API key. That’s where the fear is coming from - not robots.
The API key in this case was a phone call from a guy with a thick southern accent telling spouse they had a bench warrant out for their arrest, can’t hang up the phone, go to the bank right now and get the money to make this go away. No texting, no calling, we are watching you.
When spouse was standing in a liquor store in front of a bitcoin machine it finally clicked.
Re: Could a Claude Code routine watch my finances?
#127What does the Plaid integration look like? What is your approach for accounts or assets that can’t be connected with Plaid?
It's pretty straightforward! There's a widget in the app that you auth through, and then you give consent for the data pull through Plaid. This authorizes the connection, and then webhooks come in going forward as data changes. For the non-Plaid assets eg., home, car, etc., we just added custom asset MCP tools so you can manually add those and they're included in your computed net worth.
I’ve been using driggsby for the past couple of days and it is pretty neat! What is your plan for accounts with banks not supported by plaid? Also, is there a plan to retain daily investment balance so users can track performance?
Re: Could a Claude Code routine watch my finances?
#128Earlier quoted context omitted.
In this case, the creator has explained that this is all read only. So what’s the problem?
I don't see your point. If it's not a problem, can I have read-only access to your financials? Also, the article states that the initial implementation was using Chrome DevTools MCP. That doesn't sound like read-only to me.
Hi, just to share - the DevTools experiment was in my initial build for myself, prior to deciding to make it into a product.
Re: Could a Claude Code routine watch my finances?
#129Earlier quoted context omitted.
Just to share -- Most of the largest banks/FIs actually work directly with Plaid. Here's a quick list of some of the major ones: JPMorgan Chase, Bank of America, Wells Fargo, Citibank, U.S. Bank, PNC, Capital One, Truist, TD Bank, Charles Schwab, Vanguard, Marcus by Goldman Sachs, Goldman Sachs Private Wealth, Morgan Stanley, E*TRADE, USAA, M&T, RBC, American Express, Fifth Third, Citizens, KeyBank, Huntington, Ally,…
Yes, Plaid clearly has different levels of integration with different banks. When I connect something to Chase with Plaid it is clearly a cooperative system with an OAuth-like permission dialog, and the Chase side even mentions they're tokenizing the account numbers so Plaid can't see them. When I connect to the little bank down the street I just get a username/password dialog. Their web banking system is so primitiv…
Correct. They’re incentivized to try to make it as seamless and secure as possible for the 95%, but it’s challenging to build custom integrations for thousands of institutions. Wouldn’t open standards be nice?
Re: Could a Claude Code routine watch my finances?
#130To everyone who doesn’t know how Plaid works: You give your banking username and password directly to Plaid, and it keeps it (so it can continue to login). I don’t understand how anyone is OK with this. It goes against every security principle and it’s against the terms and conditions of every bank. I realize that almost no bank provides a secure and proper API to get info and/or to transfer funds, but Plaid’s soluti…
I don't think this is still the case? When we built our Plaid integration it used OAuth and a redirect. Plaid just got an access token, you enter your user/pass at bank side. Edit: Seems like smaller/local banks are probably the ones that won't support OAuth. We didn't support those.
Correct. That’s interesting — so you explicitly opted out for any non-OAuth institutions?