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Plaid

Perplexity & PlaidPersonal Finance

PerplexityConnectorInvesting & market dataBanking & personal financeConsumers

View your investment holdings, transactions, and liabilities. Powered by Plaid.

Open in PerplexityWebsite
Top rank now#10All connectorsPeak (14d)#10All connectors
LaunchedFeb 16, 2026
OverviewRanksChanges

Where it stands

All connectors#10 Peak #10 in 14dPersonal Finance#1 Peak #1 in 14d

Tools

  • account_balance
  • financial_profile
  • liabilities
  • portfolio_holdings
  • recurring_streams
  • transaction_history