Perplexity launches Personal Finance powered by Plaid (2 minute read)

Perplexity has expanded its financial services with Plaid integration, transitioning from portfolio tracking to a comprehensive finance dashboard. Users can link checking, savings, credit card, and loan accounts to analyze spending, track liabilities, and calculate net worth. Targeted at AI-savvy consumers, it combines data insights with Plaid's infrastructure, transforming from a portfolio add-on to a full personal finance hub without executing trades.