Written by
Perplexity Team
Published on
Computer for Professional Finance
Today we are launching Perplexity Computer for Professional Finance, a version of Computer built for the research, analysis, and decision workflows finance teams run every day.
Finance is one of the most popular uses of Perplexity Computer because the work depends on accuracy. Perplexity has always started with accurate answers and cited sources. Computer extends that foundation into the models, memos, charts, and workflows analysts and investors use to make decisions, helping teams turn trusted data into finished work they can trace back to the source.
Trusted data
The first decision in any finance task is deciding where the data comes from.
Teams with licensed data subscriptions can connect their own credentials through MCP connectors for Morningstar, PitchBook, Daloopa, and Carbon Arc. Teams without a terminal can use Computer's built-in finance tools, which draw on data from 14 providers, including Quartr and Fiscal.
A hedge fund might run portfolio analysis through its own licensed data and pull live prices from Computer's tools in the same session. Computer's memory tracks which sources a team prefers and routes future tasks accordingly.
Workflows that turn data into artifacts
Having the right data is the starting point. The next step is turning it into the work finance teams actually use, like tearsheets, memos, and dashboards.
Workflows package a prompt, the right data sources, and the output format for a specific task. Instead of configuring the same process from scratch each time, a team can state the objective and let Computer assemble the research, calculations, citations, and final format.
Computer for Professional Finance includes 35 workflows across ten segments, including Real Estate, Private Equity, and Public Equities. Examples include:
Company Tearsheet (Asset Management): Turns a company and a data source into a one-page overview with citations, delivered as a PDF, slide, web app, or Computer thread.
Sourcing Screen (Private Equity): Takes signals about a target business or market and outputs a live dashboard of candidates that teammates can remix without touching the original.
Annotated Stock Chart (Hedge Fund): Explains price movement by combining market data with company events and news, delivered as an interactive chart marking catalysts like ownership changes and analyst ratings.
Source traceability
In finance, the value of a deliverable depends on the audit behind it.
Every numeric value in Computer links back to its source. Hovering over a data point shows where it came from and when. For any value disclosed in an SEC filing that was used in a downstream calculation, Computer shows the math and links to the specific filing pages it used.
That traceability travels with the output. A chart, memo, dashboard, or slide is not separated from the evidence behind it, so teams can review the work without reconstructing where every number came from.
Works where you work
Computer is currently available in Microsoft Teams and through the Agent API for developers who want to build with it. It will soon be available in Excel.
In Teams, anyone on the team can contribute details to a task before reviewing results together. Source traceability works the same way there as it does everywhere else.
For developers, the Perplexity Finance Search Tool in the Agent API handles time-sensitive lookups: live stock prices, crypto prices, and FX rates. In FinSearchComp T1, a benchmark for time-sensitive data fetching, it ranked first on accuracy, cost per correct answer, and latency.
The Excel add-in will pull from connected licensed data or built-in tools and produce research outputs using the context already in the workbook. A team can work from the model it already has instead of moving the task into a separate interface.
Available now
Computer for Professional Finance is live today.