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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.
649,858 views • 6 months ago •via X (Twitter)
38 Comments

@Plaid Meanwhile you just GAVE Plaid your login info and 100% access to your portfolio, which sold all that data to god knows who. Ummm No Thanks

@Plaid

@TheValueist @Plaid I don’t get it, why can’t you just build this with Claude code?

@Plaid Great work, Team Perplexity! Looking forward to giving this a try!

@Plaid Perplexity is a dark horse. They are now here and loud.

@Plaid Where do we go to set it up?

@Plaid Click this button on the Perplexity Finance homepage:

@Hersh_Desai @Plaid Can it execute a trade?

@WilliamR561 @Hersh_Desai @Plaid no, Plaid is read-only access. But Public has a new Computer skill that can execute trades for you once you set it up.

@Plaid Connected my portfolio with Plaid, and my portfolio shows $120,000 less than I have in my portfolio. How many billions does your company need to improve such an easy service to add to your company?

@Plaid needs crypto integration! and a feature to add custom data (that's not on the books)

@Plaid Great. That's something I already did with FARO. I will definitely use Perplexity Computer to improve it.

@Plaid wow, really cool

@TheValueist @Plaid When is this coming to Pro?

@Plaid How can I make that exact dashboard ?

@ryanfoutty @Plaid This is very cool!

@Plaid giving your brokerage account to an ai powered by perplexity search results sounds bulletproof

@Plaid Love it. Not sure how much it costs

@Plaid nice!! lets hope they don't sell your data

@Plaid Just wait until it’s hacked. That should be interesting.

@Plaid finance workflows slowly turning into ai copilots everywhere now

@TheValueist @Plaid Have been waiting for someone to do this

@Plaid how did you get SCHB/SCHF corr to 0.33 ???

@Plaid Looks like a good way to turn your portfolio into a casino

@Plaid thats cool but is any of that data trained on by model providers? does any of it run locally?

@Plaid This is really cool but is it safe?

@Plaid @grok, do not give your account details to @plaid!

@Plaid Wow.

@Plaid there will be a day when I catch up with what @perplexity_ai is up to, but that day is

@Plaid Holy poop

@Plaid literally me

@Plaid We had it at @8FIGURESHQ for months already. And not only on web but in our mobile app as well. Come check it out and compare.

@AravSrinivas @Plaid That sounds… sorta safe?

@Plaid real shift is AI questioning your assumptions. “Why is 40% of your portfolio exposed to the same macro risk?”

@Plaid Try Pelican for free. Connected to real-time & historical market data

@Plaid it's like what fidelity gives you for free

@PPLXfinance @Plaid I need this exact setup.

@Plaid Sounds like a really bad idea
