Build a personal finance dashboard

Overview

Analysts and decision-makers often juggle multiple tools to find data, analyse it, and build visualisations. Perplexity lets you skip the back-and-forth. Just ask a question, and get interactive charts and dashboards built from real-time data in one place.

Key output

Perplexity delivers a fully functional, interactive dashboard with multiple chart types:

• Live data visualisations - Line charts, bar graphs, pie charts, and scatter plots with current market data
• Interactive filtering - Click, hover, and explore data points dynamically
• Multi-metric displays - KPIs, trend lines, and comparative analysis in one view
• Cited sources - Every data point links back to verified sources

Tips

• Upload your own data files (CSV, Excel) to create custom dashboards from proprietary information
• Start broad, then narrow: ask for an overview dashboard first, then request deeper dives into specific metrics
• Request specific chart types if you have preferences: "show this as a line chart" or "create a comparison bar graph"