Perplexity Finance - See your full financial life, bank to brokerage in one place
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Perplexity Finance now connects your bank accounts, credit cards, and loans via Plaid; alongside your brokerage accounts. Track spending, build custom budget tools, and visualize your full net worth in one place. No setup headaches!
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Perplexity Finance just became a full financial picture, not just your investments.
The problem: your net worth lives across five different apps. Brokerage here, bank account there, credit card somewhere else. No single view, no real clarity.
The solution: Perplexity Finance now connects bank accounts, credit cards, and loans alongside brokerage accounts through Plaid: one portfolio page, everything in one place.
What stands out:
🏦 Connect bank accounts, credit cards, and loans via Plaid
📈 Sits alongside your existing brokerage account connections
💰 Visualize your full net worth next to your investment portfolio
💳 Track spending in detail and build custom budget tools
🔍 All backed by Perplexity's 40+ live finance tools: SEC, FactSet, Coinbase, PitchBook and more.
Different because this isn't just a markets dashboard, it's your complete financial life in one place, powered by the same AI that already does serious financial research.
Perfect for investors and anyone who wants a real-time, unified view of their finances without juggling five different apps.
P.S. I hunt the latest and greatest launches in tech, SaaS and AI, follow to be notified → @rohanrecommends
Does it support crypto?
Documentation.AI
It is interesting that Google Finance and Perplexity Finance launched on the same day on Product Hunt.
Guys, this is a great update, congratulations! But please bring back the ability to download invoices without having to contact support. Thank you!