Any of you with experience doing this (aimed at getting good feedback on strategy, allocation, choices, etc)?
Good prompts?
Useful feedback?
Concerns (eg personal info)?
Not what you have requested (actually quite the opposite of it), feel free to request deletion by PM or a mod:
I haven’t done it and I strongly suggest agains it (I actually suggest not using AI for financial planing or investment advice at all, there are plenty of very good free resources on the topic while AI is sort of a black box that can be wild).
Will gladly hear of the benchmarked feedback of the people who have done it.
IBKR recently launched a connector for Claude that allows users to access and interact with their account and portfolio directly from the interface. It is even possible to prepare trade orders, which must still be manually reviewed and approved before execution. The opportunities offered by this integration appear particularly promising :