Perplexity raised a new round to expand its finance vertical — real-time market data, SEC filings search, and an analyst mode that stitches citations across earnings transcripts and news wires.
Analyst mode
The product push targets individual investors and small funds who want sourced answers without hopping between terminals. Integrations with major market-data vendors roll out region by region.
Analyst mode adds structured tables, footnoted KPI extracts, and export to CSV for models users paste into spreadsheets or downstream LLM workflows.
Perplexity stresses that citations remain central: every numeric claim links to primary filings or exchange data, with freshness badges when quotes are delayed.
Every numeric claim links to primary filings — freshness badges when quotes are delayed.
