# Perplexity: finance AI features and pricing

General AI assistants. Made by Perplexity AI, Inc., United States. https://www.perplexity.ai. Facts only, each with the product's own page and the date read, or "Not stated". No reviews, ratings or verdicts.

## Functionality and pricing

- Live quotes: Partial. Changelog: live stock and crypto prices appear inline in answers on web; no fetch time stated. (https://www.perplexity.ai/changelog/what-we-shipped-november-22nd, read 2026-11-01)
- Company filings: Yes. Finance answers in Computer and Deep Research draw on tools covering SEC filings, FactSet and Nasdaq; licensed 10-K connectors need the user's own licence. (https://www.perplexity.ai/changelog/what-we-shipped---march-13-2026, read 2026-11-01)
- Cited sources: Yes. Pricing page: every answer includes inline citations that show exactly where each claim comes from. (https://www.perplexity.ai/hub/pricing, read 2026-11-01)
- Earnings calls: Yes. Earnings hub: instant synthesis of earnings calls while they are happening; API finance search returns the last earnings call transcript. (https://www.perplexity.ai/changelog/what-we-shipped-july-18th, read 2026-11-01)
- Your portfolio: Yes. Connected brokerage via Plaid, read-only; US and Canada, desktop; advanced analysis on Pro and Max. (https://www.perplexity.ai/hub/blog/plaid-integration-provides-full-view-of-personal-finances, read 2026-11-01)
- Trade execution: No. Blog: the Plaid integration provides read-only access; no order placement described. (https://www.perplexity.ai/hub/blog/plaid-integration-provides-full-view-of-personal-finances, read 2026-11-01)
- Scheduled tasks: Yes. Scheduled Tasks run recurring work in the background, as often as every 15 minutes, and notify in-app, by push or by email. (https://www.perplexity.ai/help-center/en/articles/11521526-perplexity-tasks, read 2026-11-01)
- Price alerts: Yes. Price alerts on a target price or intraday move, sent by email or push notification. (https://www.perplexity.ai/changelog/what-we-shipped-july-18th, read 2026-11-01)
- Markets covered: Yes. API finance search: public equities and ETFs where a symbol resolves; crypto and Coinbase data stated elsewhere; Europe and Asia not stated. (https://docs.perplexity.ai/docs/agent-api/tools/finance-search, read 2026-11-01)
- Document upload: Yes. Uploads: text, code, PDFs, images, audio, video; 40 MB limit; weekly allowance on Free, Pro, Max. Spreadsheets not stated. (https://www.perplexity.ai/help-center/en/articles/10354807-file-uploads, read 2026-11-01)
- Mobile app: Yes. iOS App Store listing by Perplexity AI Inc.; help centre has Android app articles. (https://apps.apple.com/us/app/perplexity-ask-anything/id1668000334, read 2026-11-01)
- API or agent access: Yes. Computer MCP server with OAuth against the user's account, billed to account credits; separate pay-as-you-go API platform. (https://docs.perplexity.ai/docs/getting-started/integrations/computer-mcp-server, read 2026-11-01)
- Free tier: Free: USD 0, search with citations, limited Pro searches and file uploads; basic Portfolio page with a linked Plaid account (https://www.perplexity.ai/hub/pricing, read 2026-11-01)
- Entry plan: Pro, USD 20/month billed monthly (USD 17/month billed annually). Per month: $20/month (https://www.perplexity.ai/hub/blog/ai-costs, read 2026-11-01)
- Top plan: Max, USD 200/month billed monthly (USD 167/month billed annually). Per month: $200/month (https://www.perplexity.ai/help-center/en/articles/11680686-perplexity-max, read 2026-11-01)
- Trial: Not stated
- Regions: No country list; terms say the services are operated in the United States; Max refund terms name EU, UK, Turkey, South Korea and Brazil (https://www.perplexity.ai/help-center/en/articles/11680686-perplexity-max, read 2026-11-01)

Per month is the stated monthly price, or a twelfth of a yearly price, in the plan's own currency. ≈ USD, converted at ECB rates of 2026-11-02 (https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/index.en.html).

## Product-track scores

None published yet.

Source: https://benchmarks.finance/products/perplexity/

Created and maintained by Moneda.