privacy is the big concern here, while I give claude a lot of access to my computer, actually giving it read access to my bank and payment details is a big no. In the end, you never know what happens to data that your client sends to a server. Is there a bad configuration to logging? Is the data stored and analyzed? What exposure is there in case of a hack?

Agreed. Id never use this

I would not be worried , provided it cannot make actual trades without authorization