Understand what you connect.

Your account and household

WUDI Finance uses Google sign-in and stores account information needed for authentication, including your name, email address and session records. Creating a household gives your account owner access to a separate workspace. Household membership controls access to private records.

Anyone with access to your signed-in browser can view your workspace. Sign out on shared devices. This service stores your records on its server; “private household” does not mean end-to-end encryption or that service operators cannot access stored data.

Your AI connection

A connected AI client receives access according to the permissions you authorize and your household membership. Read access can expose your household’s financial context to that AI provider. Write permission allows it to save sourced household records and plan revisions.

Statements and messages you share in your AI conversation are also handled under that provider’s own data policies. WUDI Finance stores the structured records and source metadata sent through its tools. The website does not offer a financial upload form.

Shared publisher research is separate from your private household records. Private analyses, plans and scenarios belong to the household they were saved to.

History and disconnection

Updates may preserve older records for history and review. Disconnecting an AI does not delete saved household records or copies already received by that provider.

Use Settings → Connections to revoke an AI’s access. Requests already in progress may finish. Website sign-out ends the browser session; it does not revoke existing AI authorization. Self-service account deletion is not currently available.

Know the limits

WUDI Finance presents saved financial information and educational scenarios. Source dates can be stale, records may be incomplete, and an AI’s analysis may contain mistakes. No trades are placed by WUDI Finance.

Review the connection guide before giving a client access.