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As debate continues over how artificial intelligence will disrupt—or enhance—the delivery of financial services, one major AI platform is deepening its ability to integrate personal financial data. 

Perplexity, an independently owned AI-powered search engine, announced recent upgrades to its financial tools, including a partnership with Plaid, the data aggregation company, to launch its Portfolio feature. Perplexity Portfolio lets users connect their brokerage accounts to the engine, allowing for account aggregation and analysis. 

Portfolio pulls investment account data from Plaid, including holdings, transactions, balances, and securities data across linked accounts. Users will be able to query their aggregated portfolios in a natural-language environment to discover issues such as total equity exposure, identify allocation drift or subject their portfolios to risk scenarios.

“This marks a meaningful step as financial services shifts to intelligent finance, where your data doesn’t just sit in an app or static interface, it informs AI experiences designed to respond to you,” wrote Kathleen McGuirk, GTM AI lead at Plaid, in a blog post. 

Financial advisors are reportedly using tools like ChatGPT, Perplexity and Gemini for investment tasks, research and even portfolio analysis. That raises alarms among some industry watchers. Technology executives agree that artificial intelligence can improve investment workflows and intelligence, but should not make portfolio decisions. Indeed, Perplexity’s Portfolio tool will not go that far, the companies said. 

“Instead of interpreting charts on their own or combing through reports, users get clear explanations that help them learn, build confidence, and deepen their understanding of how their investments are performing,” McGuirk said. “Portfolio is built for insight and does not place trades or move funds for a user.”

The new capabilities are part of Perplexity’s broader upgrades to Finance, the data and analysis layer underneath its Computer, Deep Research and Search platforms. With the upgrades, Computer now has access to over 40 live finance tools, pulling data from the Securities and Exchange Commission, FactSet, S&P Global, Coinbase, LSEG, Quartr and other sources. The platform also pulls prediction market data through an integration with Polymarket.

According to the company, over 75% of paying users use Perplexity Finance. 

Other large AI players have recently rolled out financial services tools. OpenAI recently released a new artificial intelligence model and a suite of tools to tackle administrative tasks. Anthropic also made waves with the launch of the Claude CoWork plug-ins, including tools specific to wealth management.