What is it
Perplexity launched a video announcement and officially rolled out the Portfolio feature. It's a personal finance agent inside Perplexity Computer that works through a secure Plaid integration, connecting your bank accounts, brokerage accounts, credit cards, and loans directly to the AI.
How it works
The tool aggregates all of the user's financial data and builds a personalized analytics dashboard:
— Spending analysis: the system lets you build custom budgeting tools, dig into your purchase history (those spending details) and visually track net worth.
— Portfolio evaluation: delivers daily AI summaries on your investment status, analyzes risk exposure, and builds scenario models.
— Smart chat: you can talk to the agent directly. For example, ask "How much did I spend on food?" or get advice on how to better diversify your portfolio.
Where to try it
The feature is already live within the Perplexity Computer and Finance ecosystem. It's currently available to users on paid Pro and Max subscription tiers.
One caveat
The system is focused purely on insights and analytics — you won't be able to trade stocks, transfer money, or make transactions directly from the chat.