Kevoro + Perplexity
Your portfolio and cash picture, inside Perplexity.
Combine Perplexity's research-first approach with live financial context from Kevoro. Ask about your portfolio, cash position, card activity, and recurring bills — with read-only access and minimum data per request.
How it works with Perplexity
1. Connect your accounts
Link brokerage, checking, savings, and credit card accounts through Kevoro's secure connection flow powered by Plaid.
2. Connect Kevoro to Perplexity
Kevoro integrates with Perplexity's tool and plugin system. Combine financial context with Perplexity's research capabilities.
3. Ask naturally
"What changed across my portfolio and cash this week?" — Perplexity uses Kevoro's read-only context to answer with live financial data.
Example prompts
"What changed across my portfolio and cash this week?"
"How much cash do I have across all linked accounts?"
"What are my most recent card charges?"
"Which recurring charges hit this month?"
"What holdings are in my brokerage accounts?"
Get started with Perplexity + Kevoro
Read-only access. No money movement. Disconnect anytime.