Moneylogz

Moneylogz connects Claude to your real bank accounts and brokerages, so you can ask about your money in plain language instead of exporting statements and reconciling spreadsheets.

Link your banks, cards and investment accounts once in Moneylogz, then ask Claude things like:

• "What am I worth across everything right now?"
• "What did I spend on groceries last month?"
• "How is my portfolio doing, and what's my biggest position?"
• "Show me every charge over $100 at Amazon this year"
• "Where did my money go in Q2, by category?"
• "How much did I collect in dividends last year?"

Claude pulls the numbers, compares periods, spots unusual charges, and turns the answer into a summary, a table, a chart, or a budget you can act on.

BANKING

• Balances — current and available balance per account, per-currency totals, and

net worth: cash and investments, less cards and loans.

• Accounts — which banks, cards and brokerages are linked, and their status.
• Transactions — search any date range by merchant, category, amount or account.
• Spending summaries — totals grouped by category, merchant, month, week or

account, over ranges up to two years.

INVESTMENTS

• Holdings — every position across your brokerage, IRA, 401(k) and HSA: ticker, quantity, price, market value, cost basis and unrealised

gain or loss, plus portfolio totals and allocation by security type.

• Investment activity — buys, sells, dividends, fees and transfers over any

range up to two years, filterable by security or activity type.

READ-ONLY BY DESIGN

The connector can only read. It cannot move money, place trades, make or change anything at your bank, your broker, or in your Moneylogz account. You sign in with your own account, Claude only ever sees your data, and y disconnect at any time.

Requires a Moneylogz account with an active plan (every plan starts with a 14-day free trial) and at least one connected bank or investment account started at https://app.moneylogz.com