Perplexity tests a personal CFO dashboard with options and prediction markets

Perplexity is internally testing a dedicated tab called "Personal CFO," aiming to build a standalone financial workspace beyond general search. Leaked screenshots show the panel natively includes three sections: portfolio, transaction history, and liability management, while integrating multiple professional financial data sources.

Specifically, basic financial information comes from Financial Modeling Prep, options data from Unusual Whales, earnings call transcripts and audio from Quartr, and revenue/EPS data from Fiscal AI and S&P Global. The panel also directly pulls in data from Polymarket's prediction markets.