By Wealth Management
Publication Date: 2026-03-12 16:53:00
As debate continues over how artificial intelligence will disrupt—or enhance—the delivery of financial services, one major AI platform is deepening its ability to integrate personal financial data.
Perplexity, an independently owned AI-powered search engine, announced recent upgrades to its financial tools, including a partnership with Plaid, the data aggregation company, to launch its Portfolio feature. Perplexity Portfolio lets users connect their brokerage accounts to the engine, allowing for account aggregation and analysis.
Portfolio pulls investment account data from Plaid, including holdings, transactions, balances, and securities data across linked accounts. Users will be able to query their aggregated portfolios in a natural-language environment to discover issues such as total equity exposure, identify allocation drift or subject their portfolios to risk scenarios.
“This marks a meaningful step as financial services shifts to intelligent finance, where your data doesn’t just sit in an app or static interface, it informs AI experiences designed to respond to you,” wrote Kathleen McGuirk, GTM AI lead at Plaid, in a blog post.
Financial advisors are reportedly using tools like ChatGPT, Perplexity and Gemini for investment tasks, research and even portfolio analysis. That raises alarms among some industry watchers. Technology executives agree that artificial intelligence can improve investment…
