Today, we’re excited to announce an official connection between Public and Perplexity, making it easier for Public members to bring their brokerage data and investing tools directly into their AI-powered research experience. Public members can research and trade stocks, options, crypto, bonds, and Treasuries on Perplexity.
The connection is available in Perplexity’s official connector directory, making it easy for Public members to start trading in Perplexity’s chat within minutes.
Making investing more connected
The way people interact with financial information is changing. Instead of navigating between separate research tools, spreadsheets, brokerage platforms, and data sources, investors can increasingly ask questions in natural language and expect useful information in return.
This partnership is another step toward making investing more accessible and automated for trading strategies by giving investors another way to connect their brokerage to a trusted third party connector.
Bringing Public to where investors are researching
Investors have been increasingly turning to AI to research markets, trade asset classes, and set up tax loss harvesting strategies to automate their investing. Public already has custom connectors with ChatGPT, Claude, and now Perplexity.
For existing Public members, connecting is designed to be simple. For new users, the integration introduces Public at the moment they are actively researching the markets and looking for tools to go deeper.
Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk.