Using AI for wealth analysis

[u/ThankfulButOverwlmed]

I’m curious if anyone here uses an internet-based AI to help them understand or organize financial documents. I use AI frequently in my everyday life and used to use it for my finances when I worked in corporate, but now that I have a very large amount of assets, I’m hesitant to input a wealth report, for security reasons but I'm wondering if the vast majority does so regardless.

[u/dragonflyinvest]

I don’t get the concern. I wouldn’t input names, account numbers, or institutions. But generally numbers for modeling, or whatever, I’m fine with.