Perplexity for professional Finance

Perplexity for professional Finance

Perplexity is built for financial professionals

Accurate answers, every leading AI model, and data sources you trust.

Maintain an edge with trusted data and tools

Bring your own data

Connect your own licensed datasets from Morningstar, PitchBook, FactSet, Daloopa, and Carbon Arc to Perplexity, then analyze them in natural language alongside your own knowledge base.

Licensed datasets:

Morningstar

Morningstar

Morningstar

PitchBook

PitchBook

PitchBook

FactSet

FactSet

FactSet

Daloopa

Daloopa

Daloopa

Carbon Arc

Carbon Arc

Carbon Arc

Use built-in tools

Access Computer’s built-in financial data including SEC filings, earnings call transcripts, live market price data, insider activity, macro data, and more. No setup or license required.

Built-in tools:

FMP

FMP

FMP

Fiscal.ai

Fiscal.ai

Fiscal.ai

Quartr

Quartr

Quartr

Coinbase

Coinbase

Coinbase

FactSet

FactSet

FactSet

Benzinga

Benzinga

Benzinga

Trading Economics

Trading Economics

Trading Economics

Unusual Whales

Unusual Whales

Unusual Whales

Morningstar

Morningstar

Morningstar

Polymarket

Polymarket

Polymarket

MT Newswires

MT Newswires

MT Newswires

“Perplexity is unbelievable. It’s like nothing I’ve ever seen. When I invested in Argentina, I asked Perplexity for the five most liquid ADRs in the country. It gave me enough information to follow the old Soros rule — invest and investigate. I bought all five and later increased my positions.”
Stanley Druckenmiller
Investor & Philanthropist

Make smarter investment decisions with comprehensive insights

Verified at the source

Every answer links straight to the original filing, transcript, or data so finance teams can validate claims in one click—no hallucinations, no dead ends.

The right model for every type of work

Computer automatically routes each step, from scanning filings to drafting memos, to the best model while agents work across 400+ connectors.

From research to memos, decks, and reports

Turn any research thread into a structured memo, client report, or pitch book as Computer drafts, formats, and exports docs, decks, code, and sites into your existing tools.

Get more done with Perplexity Enterprise

Get more done with Perplexity Enterprise

Get more done with Perplexity Enterprise