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Posted on 8/11/26 at 10:59 am to TDawg1313
quote:
I connected Claude to my Monarch via the MCP Server (before it was paused a few weeks ago) and it was incredible. I have a fairly complex financial life and it could do things I've never been able to do before. I created a skill and had it set up to do a full evaluation every month.
Can you please use Claude and give a long step by step on how to do this?
Posted on 8/11/26 at 4:41 pm to I Love Bama
I’ve used Claude pretty extensively to help with my financial planning and retirement not necessarily investments
Sharing account information, not account members, and other information has really helped tune it
I still pressure check anything, but I view it as a another advisor and essentially a free set of ears to bounce stuff off of
Sharing account information, not account members, and other information has really helped tune it
I still pressure check anything, but I view it as a another advisor and essentially a free set of ears to bounce stuff off of
This post was edited on 8/11/26 at 6:06 pm
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