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.
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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.
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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
Ngl some of you are walking love letters, and you don't even realise it. You light up rooms, shift atmospheres, and inspire people just by being you. It's really a very precious gift.
@JaccTheReaper Respectfully, nah. Q, Quick and Jason Martin, Channel Tres, Soul, Larry June, hell Dogg Pound dropped a solid album, Dom K. came with something fresh for his catalog...in the words of Dot "Niggas don't like the West Coast and I'm fine with it, I'll press the line with it" 🫡
Not sure if it's the tatts or being black, I have NEVER been stared at this much in my life. Welcome to Naples?? 🤷🏾♂️... It's been a great stay regardless. Ijs
"first off I don't need you second guessing me, jail is like third base I'm coming home eventually" ... Just an example why Wayne will ALWAYS be in MY Mt. Rushmore of rappers
Hosting trivia nights has revived my spirit in ways I didnt anticipate. Meeting people frm diff walks of life, getting game, taken to unique parts of the H, and complimented (tipped HEAVY) for just being me. Msg being youre enough. Stop blocking your blessing