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How to Analyze Your Personal Finances Using the Perplexity Comet AI Browser Extension

Use the Comet browser extension from Perplexity to securely log into your financial accounts, like Robinhood, and ask natural language questions to get quick, deep insights into your portfolio performance and potential investments.

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How to Analyze Your Personal Finances Using the Perplexity Comet AI Browser Extension

Tools Used

Perplexity

AI search engine

Step-by-Step Guide

1

Install the Comet Browser Extension

Find and install the Comet extension from Perplexity for your web browser. This tool acts as an AI agent that can interact with websites on your behalf.

2

Navigate to Your Financial Platform

Go to the website of your personal finance or investment platform, such as Robinhood, Fidelity, or your bank.

3

Use Comet to Log In and Analyze

Activate the Comet extension. It can automate the process of logging into your account. Once logged in, you can start asking it questions about the data on the page.

Pro Tip: Comet interacts with the live website, so it can access your real-time account information securely without you having to manually copy-paste data.
4

Ask for Financial Insights

Use natural language to ask Comet for analysis. For example, you could ask, 'Can you give me an analysis of my portfolio's performance over the last quarter?' or 'Suggest some investment ideas based on my current holdings.'

Prompt:
Give me an analysis of my portfolio.

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