Answers for Every Investor

All investors share one thing: curiosity.

From retirement savers building long-term wealth to day traders making hundreds of decisions a day. Small business owners researching competitors. Students learning about markets. Financial advisors serving clients. Bankers researching comps, and lawyers reviewing deal documents. All of them need questions.

But not every investor can get clear, fast answers from the most important financial data there is: SEC Filings. Today we are bringing answers to every investor.

Financial Intelligence For Everyone

Starting today, Perplexity is providing answers leveraging SEC data for all investors. Our new SEC/EDGAR integration provides direct access to comprehensive financial data for all investors, delivered through our answer engine, making complex information instantly understandable.

These documents contain the deeper story behind public companies—their actual financials, their strategic plans, their material risks. Yet for too many investors, this critical information remains buried in dense, technical documents that are difficult to navigate and interpret.

Every answer comes with direct citations to the source documents, so you can verify the information and dive deeper when needed.

Beyond Traditional Financial Platforms

Traditional financial data platforms often require expensive subscriptions, complex interfaces, or specialized knowledge to navigate effectively. They're built for professional analysts and institutional investors, leaving individual investors to piece together information from fragmented sources or rely on simplified summaries that miss crucial details. We believe that everyone deserves access to the same financial information that drives professional investment decisions.

Our SEC integration works seamlessly with Perplexity Search, Research, and newly launched Labs, so you can combine financial data with market analysis, news coverage, and industry research in a single conversation. Ask about a company's recent earnings, then immediately explore how those results compare to industry peers or what analysts are saying about the sector's outlook.

Perplexity Enterprise Pro customers also can search through SEC filings alongside Factset's M&A and transcript data, Crunchbase's firmographic data, and company files.

Ready to explore? Start asking your financial questions on Perplexity today.