Perplexity is testing a new feature called "Personal CFO," designed to create an independent financial workspace. The panel includes sections for portfolio management, transaction history, and liability management, integrating data from multiple financial sources. Financial Modeling Prep provides basic financial data, Unusual Whales supplies options data, and Quartr offers earnings call transcripts and audio. Additionally, revenue and EPS data are supported by Fiscal AI and S&P Global, while prediction market data is sourced from Polymarket.