Perplexity Adds Personal Finance via Plaid

Perplexity launched a full personal finance dashboard powered by Plaid, connecting checking, savings, credit cards, loans, and investment accounts across more than 12,000 institutions. Users can track spending by category, set budgets, plan debt payoff, and calculate net worth - all queryable through natural language. It positions itself as an AI financial analyst rather than a robo-advisor, generating insights without executing trades. Pro and Max subscribers get deeper analysis through Computer workflows, while basic users still get portfolio views and account linking. The move extends Perplexity well past search into a vertical product play, and it mirrors what ChatGPT and Google are doing by turning AI assistants into persistent, data-connected utilities rather than one-shot Q&A tools.