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Perplexity shipped a finance feature that links directly to brokerage accounts through Plaid, pulling real portfolio data and running it against SEC filings, FactSet, and S&P Global in real time. Users can ask things like “show me my sector concentration risk” and get institutional-grade analysis in seconds. The deliberate choice to exclude trading keeps Perplexity out of regulatory limbo – a smart shortcut while neobanks and robo-advisors are still stuck in compliance queues. Simon Taylor points out that 75% of Perplexity’s paying users were already asking finance questions monthly, so this is less a pivot and more a formalization of existing behavior. Plaid’s infrastructure turns out to be significantly more interesting when pointed at AI agents instead of traditional fintech apps.
