Perplexity just gave every retail investor a Bloomberg Terminal. For free.
Watch this demo. It's wild.
@perplexity_ai connects to brokerage accounts via @Plaid and builds a custom investment dashboard in seconds.
Perplexity Computer pulls from 40+ live finance tools like:
- SEC filings
- FactSet
- S&P Global
- Coinbase
- LSEG.
75% of Perplexity's paying users were already asking finance questions monthly. The demand existed before the product did.
But you couldn't DO anything with that information.
---
Now you can connect it to your data for better insights.
Connect your brokerage accounts through Plaid, and suddenly an AI agent can see your actual holdings across multiple institutions — then query institutional-grade data against them.
"Show me my sector concentration risk" or "How exposed am I to rising rates" — answered in seconds with your real portfolio, not hypotheticals.
---
It still can't trade for you, though.
That's a deliberate regulatory design choice that lets Perplexity move fast while every neobank and robo-advisor is still waiting for compliance sign-off.
Fintech companies spent a decade building Plaid as pipes for fintech apps to read your bank data.
But I'm much more interested in when we give them to AI
Watch this demo. It's wild.
@perplexity_ai connects to brokerage accounts via @Plaid and builds a custom investment dashboard in seconds.
Perplexity Computer pulls from 40+ live finance tools like:
- SEC filings
- FactSet
- S&P Global
- Coinbase
- LSEG.
75% of Perplexity's paying users were already asking finance questions monthly. The demand existed before the product did.
But you couldn't DO anything with that information.
---
Now you can connect it to your data for better insights.
Connect your brokerage accounts through Plaid, and suddenly an AI agent can see your actual holdings across multiple institutions — then query institutional-grade data against them.
"Show me my sector concentration risk" or "How exposed am I to rising rates" — answered in seconds with your real portfolio, not hypotheticals.
---
It still can't trade for you, though.
That's a deliberate regulatory design choice that lets Perplexity move fast while every neobank and robo-advisor is still waiting for compliance sign-off.
Fintech companies spent a decade building Plaid as pipes for fintech apps to read your bank data.
But I'm much more interested in when we give them to AI
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