Perplexity Test Personal CFO Dashboard, Aggregate Options with Polymarket Data for Bloomberg Terminal-Lite

According to Sentinel Beating monitoring, Perplexity is internally testing a feature called "Personal CFO" on an exclusive page, aiming to build an independent financial dashboard beyond general search. The latest leaked screenshots reveal that the panel natively includes three main sections: portfolio, transaction records, and debt management, while seamlessly integrating multiple professional financial data sources.

Specifically, foundational financial information is provided by Financial Modeling Prep, options data is sourced from Unusual Whales, earnings call transcripts and audio are from Quartr, revenue and EPS data are supported by Fiscal AI and S&P Global. The panel also directly incorporates data from Polymarket's prediction markets.