Computer is now your personal CFO

Perplexity has expanded its personal finance features through Plaid, allowing signed-in users in the United States and Canada to securely link bank accounts, credit cards, loans, and previously supported brokerage accounts from more than 12,000 financial institutions. The service provides read-only connections, with Perplexity stating that user data does not reach its servers, and consolidates financial information into a single interface for spending analysis, debt monitoring, net-worth calculation, and investment tracking. Its Computer feature can create customized tools such as budgets, cash-flow forecasts, retirement dashboards, debt-payoff plans, charts, spreadsheets, and interactive apps based on users’ financial data and freeform questions. Perplexity also combines permissioned account information with real-time data and research from sources including FactSet, Coinbase, Nasdaq, S&P Global, and SEC filings, with citations linking to original sources. Basic portfolio functions are available to standard users, while advanced Computer capabilities require Pro or Max subscriptions, and the company plans to add crypto wallets, real estate, and other asset types in the future.

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