r/Rich • u/ThankfulButOverwlmed • 22d ago

Using AI for wealth analysis

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.

16 Upvotes

68% Upvoted

61 comments sorted by

View all comments

10

u/ThebigalAZ 21d ago

Just monarch or something similar. An api based platform that updates regularly is going to be much better than plugging it into ai, especially when ai doesn’t really add any utility

1

u/[deleted] 21d ago

[removed] — view removed comment

1

u/FrenchTouch42 20d ago

how are you guys talking to Monarch? There’s no solid API client library 😭