Using GenAI for financial planning

I have been using a bunch of GenAI tools including Perpelxity, Meta, Claudepro (subscription model) for financial planning. I have been super impressed with the advice that comes through. Here’s how I am using it:

1. Leverage a subscribed / pro model so that your data is secure. 2. Provide context about your salary, age, kids, existing liabilities , insurance, basic points like yearly travel, etc. This ensures the model is context aware. 3. Upload your investment reports (MFs, equity, FD statements, insurance)
2. Then the fun begins - ask questions on providing guidance on your MFs against index performance, debt equity ratio, changes you could potentially do?
3. Prompt with specific questions in considering alternative investments such as REITs, Debt funds over liquid if you have loans ? 6. Ask to prepare a deployment plan. 7. Rebalancing 8. Coverage on medical, life insurance against your current aged liabilities, income .

It has been super fun and a learning for me. Now I am comparing credit card choices against my spend patterns. Provide/ upload data sheets of credit card points, rewards to get suggestions.

Any experiences you have had? Please share .