OpenAI has launched a preview of personal finance tools in ChatGPT for Pro users in the United States. This new experience allows users to securely connect their financial accounts to ChatGPT on both the web and iOS, supporting over 12,000 banks and institutions. To ensure security, account linking is currently handled through Plaid, with Intuit integration planned soon. After connecting accounts, users receive a dashboard view that displays key financial details, including portfolio performance, spending patterns, subscriptions, and upcoming payments. While users gain these overview tools, they can also ask ChatGPT questions that incorporate their real financial information, enabling the AI to provide guidance based on individual goals, lifestyle factors, and stated priorities. Users may further supplement connected data by adding context about mortgages, savings targets, or major planned purchases. This helps ChatGPT deliver more relevant and complete financial guidance. For privacy,...
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