Perplexity
Where Knowledge Begins
4.9•90 reviews•4.9K followers
Where Knowledge Begins
4.9•90 reviews•4.9K followers
Your Research Assistant. Available wherever you are: 🤖 http://pplx.ai/android // 📱 http://pplx.ai/iphone
This is the 22nd launch from Perplexity. View more
Perplexity Finance
Launching today
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!
Free Options
Launch Team
ChatGPT by OpenAI
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.
Does it support crypto?