Overview
Plangram is a personal financial planning app for people in Israel. Connect your account and ask about your plan: income, expenses, savings, assets, loans, pensions, investment portfolios and scenarios. Ask whether you are on track to retire, how much you will have at a future age, how much more you can spend while meeting your goals, and which changes would help most. Compare scenarios, review portfolios, search the help center and open the right form in Plangram. Claude can also prepare a salary update, a loan, a home, a retirement-age change or a new scenario. You receive a link showing exactly what changes, and nothing is saved until you confirm in Plangram. You can undo supported changes on that page. The connector never moves money or makes trades. Answers are planning calculations, not personal financial advice. A Plangram account with a completed plan is required. Some calculations and scenario features require Plangram Plus. You approve the connection on Plangram's page and can disconnect at any time in account settings under AI assistants.
