Analyze budgets and research investments from bank data
The poster pipes bank transaction data into ChatGPT and uses Claude for budget analysis, investment research, and summarizing and comparing financial reports.
Unclaimed money, refunds, cancelled subscriptions, lower bills, taxes, and insurance.
106 use cases
The poster pipes bank transaction data into ChatGPT and uses Claude for budget analysis, investment research, and summarizing and comparing financial reports.
The poster built a Claude Code personal finance agent to track investments, prepare for self-employment taxes and optimize credit utilization.
Poster asks how to get Claude Code connected to Robinhood via MCP to keep tracking investments after researching or trading; a question, not a finished result.
A commenter says Replit's agent built a working scanner for buy order imbalances using demo credits.
An agent sent firm follow-ups every 48 hours, built a paper trail and prepped a regulator grievance; the $1,200 flight refund was processed within a week.
Codex navigated Amazon settings to cancel a subscription, then chatted with customer service and secured an immediate $15 refund.
An AI reviewed a contractor PO, emails and line items and drafted dispute emails, spotting issues the user missed and leading to $20K credited back.
Tarun told an agent to file all the claims after finding overcharges and has received $200 back so far.
A user's agent emailed back and forth with the mattress company's agent, citing laws and pushing aggressively, to resolve a warranty claim.
A Claude agent scraped violation databases and filed 14 complaints with the NYC housing board; the landlord was reportedly fined and the rent increase blocked.
The Midas Markets agent researches assets, analyzes portfolios and PnL, finds tokens by momentum, and executes swaps and perp positions on Hyperliquid.
Lonnie VanZandt's Claude-based assistant reads his Schwab positions and watchlist via MCP, sweeps news and Fed sources, and writes a daily report.
SouthernValue95's Meta Muse agent Alfred monitors X investing topics, transcribes podcasts, tracks news and regulation for watchlist names, and writes morning macro summaries.
Miles Deutscher reportedly uses Claude to merge monthly bank statements into a dashboard, visualize spending, compute metrics and analyze portfolio allocation.
Coinbase's SEC-registered AI agent uses full portfolio context and account history to take account actions from plain English and suggest investment ideas.
Meta Muse negotiated with AT&T support chat to cut a fiber plan from $85.94 to $60/mo while keeping the bundle discount and no contract.
A ChatGPT agent sold TSM shares and bought HOOD shares as part of an ongoing agentic trading challenge.
A user photographed an unclaimed property letter and ChatGPT pointed them to the Florida treasury site to claim it; another says a fiancé claimed and received the money.