"Starting today, Pro users in the US can connect their financial accounts to ChatGPT in order to get more personalized advice from the chatbot. By building a framework that allows those people to connect their accounts to its servers, ChatGPT can go from offering generic advice to helping those same users take actions that more directly improve their lives. The integration is made possible through a partnership OpenAI has signed with Plaid, which offers connections to more than 12,000 financial institutions, including banks like Citi and Chase, in addition to services like Affirm and Robinhood."
"To begin using the new integration, find the "Finances" section inside of ChatGPT's sidebar or write a prompt along the lines of "@Finances, connect my accounts." ChatGPT will guide you through the process of importing your financial information through Plaid. The chatbot will then start building a visual dashboard, like the one you see in the screenshot OpenAI provided. The process of generating a visual representation of your finances may take a few minutes. From there, you can select one of the starter prompts or ask your own questions."
"OpenAI is looking to address those concerns by limiting the scope of what its chatbot can see. According to the company, ChatGPT can only read your balances, transactions, investments and liabilities through Plaid. It cannot see full account numbers or make changes to your accounts through the system. Additionally, the company says users can disconnect their financial accounts from ChatGPT at any time, and any memories the chatbot saves about your financial situation can be seen or deleted directly from the Finance"
OpenAI is previewing a personal finance feature in ChatGPT for Pro users in the US. Users can connect financial accounts to ChatGPT to receive more personalized guidance based on their balances, transactions, investments, and liabilities. The connection is enabled through a partnership with Plaid, which links to more than 12,000 financial institutions and services. After connecting, ChatGPT guides users through importing information and generates a visual dashboard that may take a few minutes. Users can then choose starter prompts or ask questions. Data access is limited: ChatGPT cannot view full account numbers or make changes to accounts. Users can disconnect accounts at any time and manage any saved financial memories through the Finance area.
Read at Engadget
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