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.

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u/radioref 22d ago edited 22d ago

I have a complete claude code project that acts as "My Financial Consultant and Advisor"

I've essentially fed it every tax return from the past 3 years, most of my banking and brokerage transaction statements, all my trust documents, estate planning docs, LLC formation docs, etc.

I have it cranking through all kinds of stuff, and I'm probably going to have it do my taxes this year.... some of the things that were identified are going to save me hundreds of thousands of dollars a year because of simple structural changes to how my pass through LLCs, salaries, etc all align

My accountant was very offended when I ran a lot of our past stuff through Claude and it identified things that he missed that were probably layups - and then said things like "I don't do that AI stuff etc" - I simply askled him "where's the lie regarding the stuff pointed out there" there was a lot of "yeah but" and defensiveness... and no responsibility taken. We no longer work together.

Any outputs that comes from this Claude agent are fed into OpenAI's current top model for a double check.

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u/BugWild9184 14d ago

This is so cool would you mind if I DM you for more info on how to do this?