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Perplexity tests personal CFO dashboard, aggregating options and Polymarket data to create a lightweight Bloomberg terminal.
The latest leaked screenshots show that this panel natively includes three main sections: investment portfolio, transaction history, and debt management, and it connects multiple professional financial data sources at once.
Specifically, basic financial information is provided by Financial Modeling Prep, options data is integrated from Unusual Whales, earnings call transcripts and audio come from Quartr, and revenue and EPS data are supported by Fiscal AI and S&P Global.
The panel also directly incorporates prediction market data from Polymarket.
(Source: BlockBeats)