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Jeff Grimes

@jeffgrimes9 • 16,100 subscribers

Head of Live Events product at Perplexity. Working on Finance Computer & Perplexity Finance.

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Perplexity Finance now includes breakouts for segments & KPIs. Available in the Financials tab of company pages. We will also make this data visible to Perplexity answers via tool call, coming very soon.

Perplexity Finance now includes breakouts for segments & KPIs. Available in the Financials tab of company pages. We will also make this data visible to Perplexity answers via tool call, coming very soon.

34,620 views

Hersh Desai Plaid Click this button on the Perplexity Finance homepage:

Hersh Desai Plaid Click this button on the Perplexity Finance homepage:

16,424 views

Among several ways we view these new charts as an upgrade -- the loading speed and transition animation across pages that John-Michael Murphy built in.

Among several ways we view these new charts as an upgrade -- the loading speed and transition animation across pages that John-Michael Murphy built in.

15,849 views

Perplexity Finance QoL addition that was commonly requested: time granularity control on historical data. Please continue to reply or tag us with your feature requests -- we read your ideas and it helps us build the product roadmap.

Perplexity Finance QoL addition that was commonly requested: time granularity control on historical data. Please continue to reply or tag us with your feature requests -- we read your ideas and it helps us build the product roadmap.

12,766 views

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Perplexity Computer now runs on your portfolio. Connect your brokerage accounts securely through Plaid, then ask Computer to make a personal terminal that's always on.
1:13
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Perplexity Computer now runs on your portfolio. Connect your brokerage accounts securely through Plaid, then ask Computer to make a personal terminal that's always on.

Jeff Grimes

648,135 views • 4 months ago

Perplexity Finance now includes tap-through auditability to SEC filings. The filing is pre-scrolled to the page where that line item appears.
0:21
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Perplexity Finance now includes tap-through auditability to SEC filings. The filing is pre-scrolled to the page where that line item appears.

Jeff Grimes

247,327 views • 4 months ago

Perplexity Computer now has private company financial data, sourced via Forge Global. Includes fundraising history & implied valuation, secondary pricing, public marks, and company profile. We're pleased to partner with Forge to bring this data to all Computer users, with no setup or Forge subscription required.
0:48
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Perplexity Computer now has private company financial data, sourced via Forge Global. Includes fundraising history & implied valuation, secondary pricing, public marks, and company profile. We're pleased to partner with Forge to bring this data to all Computer users, with no setup or Forge subscription required.

Jeff Grimes

36,001 views • 19 days ago

Perplexity Finance equity pages now include analyst ratings: consensus view, 52W price targets, and synthesis that factors in the latest news.
0:33
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Perplexity Finance equity pages now include analyst ratings: consensus view, 52W price targets, and synthesis that factors in the latest news.

Jeff Grimes

232,632 views • 5 months ago

Perplexity Finance earnings pages now include beat/miss history for the last 16 quarters
0:20
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Perplexity Finance earnings pages now include beat/miss history for the last 16 quarters

Jeff Grimes

197,198 views • 5 months ago

The best hedge fund PMs compare views from different research analysts. Now you can do that in 2 minutes with Equity Research Council in Perplexity Computer. This workflow pulls in research from brokers like GS, JPM, MS, and Evercore - and shows you where they agree vs. disagree.
0:31
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The best hedge fund PMs compare views from different research analysts. Now you can do that in 2 minutes with Equity Research Council in Perplexity Computer. This workflow pulls in research from brokers like GS, JPM, MS, and Evercore - and shows you where they agree vs. disagree.

Jeff Grimes

90,308 views • 2 months ago

Perplexity Finance now includes a natural-language stock screener. Just type whatever filters and sorting you want to apply. Free for all users.
0:21
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Perplexity Finance now includes a natural-language stock screener. Just type whatever filters and sorting you want to apply. Free for all users.

Jeff Grimes

327,966 views • 11 months ago

Perplexity Computer can now execute price-triggered token swaps for Base users. Computer watches the chart, routes the swap through Base MCP onchain when it hits, then waits for your signature on the tx. Available for all users. Add the Base MCP connector and run the Token Swap Trigger workflow to try it.
0:47
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Perplexity Computer can now execute price-triggered token swaps for Base users. Computer watches the chart, routes the swap through Base MCP onchain when it hits, then waits for your signature on the tx. Available for all users. Add the Base MCP connector and run the Token Swap Trigger workflow to try it.

Jeff Grimes

23,323 views • 24 days ago

Polymarket data is now integrated throughout Perplexity Finance
0:48
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Polymarket data is now integrated throughout Perplexity Finance

Jeff Grimes

100,999 views • 4 months ago

Thomas Laffont: "The only reason MSFT is not on this list is because of the limitation of the DOS-era interface of the Bloomberg Terminal, where it will only allow you to compare 6 charts, and not 7." Chamath: "Cue Perplexity." (from Friday's The All-In Podcast ep)
0:43
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Thomas Laffont: "The only reason MSFT is not on this list is because of the limitation of the DOS-era interface of the Bloomberg Terminal, where it will only allow you to compare 6 charts, and not 7." Chamath: "Cue Perplexity." (from Friday's The All-In Podcast ep)

Jeff Grimes

227,482 views • 1 year ago

Perplexity Computer now has an Artifacts page, with a shortcut in the side panel. You can view and pin apps, documents, etc. that Computer has made for you, plus any that have been shared with you. Helpful for quick access to live finance dashboards that your team creates.
0:33
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Perplexity Computer now has an Artifacts page, with a shortcut in the side panel. You can view and pin apps, documents, etc. that Computer has made for you, plus any that have been shared with you. Helpful for quick access to live finance dashboards that your team creates.

Jeff Grimes

32,778 views • 2 months ago

Perplexity Finance company pages now include a tab for key ratios. The tab includes up to 140 ratios across valuation, margins/profitability, capital efficiency, financial health, per share, cost structure, dividends, and growth. Available for all users.
0:39
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Perplexity Finance company pages now include a tab for key ratios. The tab includes up to 140 ratios across valuation, margins/profitability, capital efficiency, financial health, per share, cost structure, dividends, and growth. Available for all users.

Jeff Grimes

46,038 views • 4 months ago

Day 9/10 of launching a new Perplexity Finance feature every day through the end of November. We've improved the watchlist page to give you a deeper look at what's happening with stocks, crypto, and ETFs you're following: 1) Comparison graph of the top gainers and top losers on your watchlist 2) Newswire feeds filtered to tickers on your watchlist
0:23
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Day 9/10 of launching a new Perplexity Finance feature every day through the end of November. We've improved the watchlist page to give you a deeper look at what's happening with stocks, crypto, and ETFs you're following: 1) Comparison graph of the top gainers and top losers on your watchlist 2) Newswire feeds filtered to tickers on your watchlist

Jeff Grimes

60,043 views • 7 months ago

Monaco Grand Prix on Perplexity, featuring live commentary from The Race
0:23
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Monaco Grand Prix on Perplexity, featuring live commentary from The Race

Jeff Grimes

68,110 views • 1 year ago

Computer can pull Polymarket data into an always-on dashboard that stays updated with realtime odds and news. Here's a live midterms tracker for senate seats:
0:26
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Computer can pull Polymarket data into an always-on dashboard that stays updated with realtime odds and news. Here's a live midterms tracker for senate seats:

Jeff Grimes

24,430 views • 4 months ago

We launched the Software Adoption workflow in Perplexity Computer. It uses aggregated industry-wide Ramp credit card spend to provide data on the adoption, growth momentum, churn, and market share of SaaS products. We are pleased to partner with Ramp to connect Ramp Rate API data to Computer in this workflow, at no additional charge to users, and no setup required. Just run the workflow and ask for whatever SaaS categories or vendors you want to analyze.
0:31
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We launched the Software Adoption workflow in Perplexity Computer. It uses aggregated industry-wide Ramp credit card spend to provide data on the adoption, growth momentum, churn, and market share of SaaS products. We are pleased to partner with Ramp to connect Ramp Rate API data to Computer in this workflow, at no additional charge to users, and no setup required. Just run the workflow and ask for whatever SaaS categories or vendors you want to analyze.

Jeff Grimes

10,933 views • 1 month ago

"make an interactive spending tracker in the style of the github heatmap, showing my annual spending pace, breakdown, and analysis for any selected date range" ^ Perplexity Computer prompt after connecting credit card via Plaid
0:43
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"make an interactive spending tracker in the style of the github heatmap, showing my annual spending pace, breakdown, and analysis for any selected date range" ^ Perplexity Computer prompt after connecting credit card via Plaid

Jeff Grimes

14,521 views • 3 months ago

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