Perplexity Finance @PPLXfinance

Introducing Computer for Counsel. Computer now connects the research databases, document tools, and matter-management systems lawyers use every day. Pull citable sources from @midpageAI, @LegalZoom, @Docusign, @netdocuments, and more. Available for all Pro and Max subscribers.

Perplexity users, this one's for you. The Ramp MCP is live and brings you 50+ tools to bring all your Ramp data right into your research workflow. Try it out: perplexity.ai/computer/conne…

MT Newswires now connects to Perplexity Computer. Build and run workflows on real-time financial news across stocks, bonds, FX, and commodities.

Jeff Grimes @jeffgrimes9

a week ago

MT Newswires is now available as an MCP connector in Perplexity Computer. This integration allows existing MT Newswires customers to bring their licensed, realtime, multi-asset-class financial news into their AI workflows.

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First-party data from 15,000+ public companies, structured for AI. Quartr is now available in Perplexity Computer via MCP.

Personal Computer is coming to Windows. Personal Computer for Windows runs on your machine and orchestrates across the apps and files you use every day. We'll roll out first to paying Max and Enterprise Max subscribers on the waitlist.

Perplexity Computer is now available inside Microsoft Excel, Word, PowerPoint, and Outlook. Orchestrate across work with Computer directly in the side panel of your app to draft documents, model, build decks, and handle email. Available now: perplexity.ai/hub/products/i…

Today we launched Perplexity Computer for Professional Finance. We have four principles: 1. Make it easy to access trusted data. Connect your own license via MCP, or use Computer's extensive off-the-shelf tools. 2. Focus on getting work done. We have 35 workflows tailored to specific finance segments like PE, wealth management, and investment banking. 3. Data must be traceable. You can hover over any number in a Computer answer to see the SEC filing or earnings transcript it was pulled from, and any calculations that were done on top of it. 4. Computer must be portable wherever you work: Excel add-in, live finance data in the Agent API, Microsoft Teams access, and more coming soon.

Perplexity @perplexity_ai

2 months ago

Today we're launching Perplexity Computer for Professional Finance. Finance teams can bring licensed data from providers like Morningstar, PitchBook, Daloopa, and Carbon Arc into Computer. We’ve also added 35 dedicated finance workflows for the work analysts repeat every week.

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Blog: perplexity.ai/hub/blog/intro… Developer Docs: docs.perplexity.ai/docs/agent-api…

Financial data from Perplexity Finance is now available in the Perplexity Agent API. Finance Search gives agents access to live prices, fundamentals, earnings, estimates, filings, and market context.

Perplexity @perplexity_ai

2 months ago

Finance Search is now available in the Perplexity Agent API. In one tool call, developers can now retrieve licensed financial datasets, real-time market data, and cited web sources for agents that need current, verifiable financial answers.

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Every output is traceable. Computer shows where the data came from and links directly to the source behind key numbers. Click any citation or hyperlinked number to open the underlying SEC filing, earnings transcript, market data page, or licensed source.

Today we're launching Perplexity Computer for Professional Finance. Finance teams can bring licensed data from providers like Morningstar, PitchBook, Daloopa, and Carbon Arc into Computer. We’ve also added 35 dedicated finance workflows for the work analysts repeat every week.

Today we're releasing Personal Computer. Personal Computer integrates with the Perplexity Mac App for secure orchestration across your local files, native apps, and browser. We’re rolling this out to all Perplexity Max subscribers and everyone on the waitlist starting today.

Over the past two weeks, students researched and prepared stock pitches with Perplexity Computer. Now the top 5 finalists will present live for $17,500 in prizes to our panel of judges. Watch today’s live pitches from 9–10:30 AM PST: pplx.ai/pitch/finals

You can now connect bank accounts, credit cards, and loans alongside your brokerage accounts through Plaid. Head to the portfolio page in Perplexity Finance and click "Connect Accounts."

Perplexity @perplexity_ai

3 months ago

Computer now connects with Plaid to link bank accounts, credit cards, and loans. Track spending in detail, build custom budget tools, and visualize your net worth alongside your investment portfolio.

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🚨 BREAKING: US mortgage rates just rose for the FIFTH straight week as the Iran war keeps pushing borrowing costs higher. 1. Freddie Mac says the average 30-year fixed mortgage rate is now 6.46%, up from 6.38% last week. 2. That's the highest level since early September. 3. Before fighting began, the 30-year rate was 5.98% on Feb. 26. 4. For a $398,000 home with 20% down, the monthly payment at 6.46% is $2,383, per Zillow's calculator. 5. That's roughly $100/month MORE than late February rates, or ~$36,000 more interest over the life of the loan. It is unclear how much it'll continue to increase as conflicts escalate.

Perplexity Computer can now help prepare your federal tax return. Select “Navigate my taxes” on Computer to give it a shot.

I'm pleased to announce we've expanded our partnership between @perplexity_ai and @fiscal_ai. Fiscal AI's Data API now gives investors on Perplexity and Perplexity Computer accurate, source-backed financial data when performing research or vibing customized dashboards.

We're hosting a Perplexity Computer stock pitch competition starting on March 30th for students enrolled in a US undergraduate or graduate program. Students will have 1 week to research, analyze, and pitch a publicly-listed stock, using only Perplexity Computer.

Every single major index on the planet closed red over the weekend. Some having its worst day since 2024: > KOSPI: -5.61% (worst since Sep 2024) > Nikkei: -3.74% (worst since the Aug 2024 carry trade unwind) > Hang Seng: -3.47% > SSE Composite: -2.50% > Nasdaq Composite: -2.01% > S&P 500: -1.51% > VIX: +11.3% to 26.78

Why are gold and oil diverging right now? Since the Iran conflict began on February 28, Brent crude has surged +40.7% to $108/bbl. Gold, the asset you're supposed to own during a war, has crashed -22.3% from its all-time high of $5,589 to below $4,383. That's a combined -$3.5 TRILLION wipeout across gold and silver in 3 weeks. A stronger US dollar, surging 10Y yields at 4.40% (+45 bps in 3 weeks), and forced liquidations by leveraged paper traders created the largest safe-haven correlation breakdown in decades. Goldman now sees headline PCE peaking at 4.5% this spring. They've pushed their first rate cut to September and raised recession odds to 25%. The Iran war isn't just an energy shock. It's a full-spectrum macro repricing.