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OpenAI just released new personal finance features for ChatGPT ...
OpenAI is catching up with some competitors and offering new personal finance features inside ChatGPT. The new personal finance experience is rolling out starting today for some subscribers. The enhanced personal finance experience lets you connect ChatGPT to your financial accounts “Today we’re releasing a preview of a new personal finance experience in ChatGPT to Pro users in the U.S.,” OpenAI announced. “Now you can securely connect your financial accounts, see a dashboard of where your money is going, and ask ChatGPT questions grounded in your financial context – all while staying in control of your data.” OpenAI is limiting the release for now so it can “learn from real-world use, improve the experience, and expand thoughtfully.” ChatGPT Pro subscribers with access can start by connecting a financial account to the app. To get started, open Finances from the sidebar in ChatGPT and select ‘Get started’ or start a conversation from anywhere in ChatGPT by saying ‘@Finances, connect my accounts’. ChatGPT will then guide you through securely linking accounts through Plaid, with Intuit support coming soon. After you authenticate, ChatGPT will begin syncing and categorizing your data, which may take a few minutes. ChatGPT will present a personal finance dashboard that can show up-to-date data around spending, subscriptions, upcoming payments, and portfolio performance. Users can also provide important context to ChatGPT, like financial goals to keep in mind. Financial data can be removed at any time. OpenAI also provides controls for removing personal finance information from ChatGPT’s memory feature. The company says private chats in ChatGPT will not use personal finance data. You can learn more about ChatGPT’s new personal finance features here. More recent ChatGPT news: OpenAI upgrades ChatGPT and Codex with GPT-5.5: ‘a new class of intelligence for real work’ OpenAI unveils ChatGPT Images 2 image-gen model capable of magazine design OpenAI releases GPT-5.5 Instant update to make ChatGPT smarter with fewer emoji OpenAI brings Codex to ChatGPT for iPhone, iPad, and Android with these features FTC: We use income earning auto affiliate links. More.
OpenAI launches ChatGPT for personal finance, will let you ... - TechCrunch
On Friday, OpenAI launched a new set of personal finance tools in preview for ChatGPT Pro subscribers in the U.S., letting them connect their accounts and ask questions ranging from spending analysis to future financial planning. OpenAI has partnered with the financial connection service Plaid to manage the account connections. Users can connect to over 12,000 financial institutions, including Schwab, Fidelity, Chase, Robinhood, American Express, and Capital One. Once users connect these accounts, they will see a dashboard of their portfolio performance, spending, subscriptions, and upcoming payments. The new product comes just one month after OpenAI acquired the team behind personal finance startup Hiro, which was backed by firms like Ribbit, General Catalyst, and Restive, in April. OpenAI said that the Hiro team’s expertise in finance was useful in launching this product but didn’t specify if the entire feature was built by them. OpenAI users can access the tool by selecting “Get started” in the “Finances” option in the sidebar, or typing “@Finances, connect my accounts” in a ChatGPT conversation. Once users do that, the chatbot will guide them about linking accounts through Plaid. The company said it plans to support Intuit soon, which would enable analysis such as the impact of a stock sale on taxes or the odds of a credit card approval. Image Credits:OpenAI According to OpenAI, more than 200 million users already ask financial questions to ChatGPT every month. The company also noted that the new GPT-5.5 model is stronger at reasoning with context, which is crucial for answering finance-related questions. The company said it worked with finance experts to create a benchmark for the model to improve on personal finance questions. With the new financial tool integration, users can get detailed answers to questions such as “I feel like I’ve been spending more recently. Has anything changed?” or “Help me build a plan to be ready to buy a house in my area in the next 5 years.” Users can go to Settings > Apps > Finances to remove connections to certain accounts if they want. Once they disconnect a service, the synced data will be removed from ChatGPT in 30 days. What’s more, users can also view and delete financial memories from the Finances page. Generalized chatbots are designed to answer anything, leading people to ask questions about data-sensitive topics such as health, finance, and personal life. AI companies are realizing this and making speci...
A new personal finance experience in ChatGPT | OpenAI
Preview a new personal finance experience in ChatGPT for Pro users in the U.S. Securely connect your financial accounts and get AI-powered insights and guidance grounded in your financial context, goals, and priorities.
What ChatGPT's new experience signals for digital finance - Plaid
OpenAI's new features in ChatGPT, powered by Plaid, show how AI and trusted financial data can deliver more personalized digital finance experiences.
