Jeff Grimes

@jeffgrimes9 • 16,087 subscribers

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

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Jeff Grimes

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Perplexity Finance now includes breakouts for segments &amp; 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.

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

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.

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.

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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.

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.

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

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

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

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.

Polymarket data is now integrated throughout Perplexity Finance

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

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)

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.

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:

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

"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

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.