Perplexity tests personal CFO panel, aggregates options and Polymarket data to create lightweight Bloomberg terminal According to Beating monitoring, Perplexity is internally testing a dedicated tab called "Personal CFO" in an attempt to build an independent financial workbench outside of general search. The latest screenshot shows that the panel contains three main sections: investment portfolio, transaction records, and liability management, and has integrated multiple professional financial data sources in one go. Specifically, the basic financial information is provided by Financial Modeling Prep, option data is integrated into Unusual Whales, financial report conference text and audio are sourced from Quartr, and revenue and EPS data are supported by Fiscal AI and S&P Global. This panel also directly introduces Polymarket's predicted market data. [Original link]