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Perplexity Computer Uses Plaid Data to Personalize Financial Management | PYMNTS.com

Perplexity Computer Uses Plaid Data to Personalize Financial Management | PYMNTS.com

By PYMNTS
Publication Date: 2026-03-11 23:35:00

Perplexity has added deeper capabilities for financial research to its cloud-based agent product, Perplexity Computer.

The company added these capabilities to Perplexity Finance, the data and analysis layer underneath Computer, it said in a Wednesday (March 11) blog post.

With these additions, Computer now has access to more than 40 live finance tools that pull data from authoritative sources such as Securities and Exchange Commission (SEC) filings, FactSetS&P GlobalCoinbaseLSEG and Quartr, according to the post.

Computer can also pull prediction market data from Polymarket, and it enables users to connect their brokerage accounts through Plaid, per the post.

With these additions, Computer can deliver data that is “correct, current and auditable,” Perplexity said in the post.

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The company also said that 75% of Perplexity users already ask its artificial intelligence (AI) finance questions every month.

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Plaid highlighted its collaboration with Perplexity and its Portfolio feature in a Wednesday blog postKathleen McGuirk, GTM AI lead at Plaid, said in the post that Portfolio enables people to securely connect their investment accounts through Plaid to gain an interactive financial management experience in which they can ask…

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