Alejandro Fischer

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Alejandro Fischer

Alejandro Fischer

@agentic_ale

building the financial MCP layer for AI agents ➡️ https://t.co/m7dE7R6kJV founding eng ➡️ head of ops @mine | Plaid, Lithic, card issuing | Michigan CS

New York, NY Katılım Nisan 2025
48 Takip Edilen5 Takipçiler
Bruno Werneck de Almeida
Bruno Werneck de Almeida@brunoswerneck·
If you are building in AI x Personal Finance - comment or DM me. Working with @Plaid on an early-access program to make it easier for AI developers to get started with our APIs - looking for beta testers Bunch of more AI announcements coming out soon 👀
Perplexity@perplexity_ai

Computer now connects with Plaid to link bank accounts, credit cards, and loans. Track spending in detail, build custom budget tools, and visualize your net worth alongside your investment portfolio.

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Alejandro Fischer
Alejandro Fischer@agentic_ale·
@NickSpisak_ do you think people will actually use this once they have personal agents with access to their financial data?
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Nick Spisak
Nick Spisak@NickSpisak_·
This is insane - RIP to Personal finance Startups Perplexity can now see your entire investment portfolio. Takes 2 minutes to set up. → Open Perplexity Computer and find the new Portfolio feature → Connect your brokerage through Plaid (same secure login your bank apps use) → Holdings, balances, and transactions pull into one AI dashboard → Ask anything in plain English - "how exposed am I to real estate" or "should I diversify" → Daily AI summary flags risk factors and tracks positions automatically → 40+ live sources behind every answer - SEC filings, FactSet, S&P Global, Coinbase → It reads. It analyzes. It does not trade.
Perplexity@perplexity_ai

Computer now connects with Plaid to link bank accounts, credit cards, and loans. Track spending in detail, build custom budget tools, and visualize your net worth alongside your investment portfolio.

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Alejandro Fischer
Alejandro Fischer@agentic_ale·
@itsolelehmann cool that Perplexity can see your bank data. Cooler when your AI agent can, without being locked to any app
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Ole Lehmann
Ole Lehmann@itsolelehmann·
this officially makes perplexity the best all-in-one financial OS on the planet plaid connects to 12,000+ banks, brokerages, and finance apps that means you can now connect ALL your financial data and build custom tools with it here’s 10 cool finance things you can build with perplexity computer in 1 prompt: 1. a net worth dashboard that pulls every account (checking, brokerage, loans) into one view and updates daily 2. a monthly budget tracker that reads your real transactions and auto-sorts them into categories you pick 3. a debt payoff planner that uses your actual balances and interest rates to map the fastest path to zero 4. a retirement readiness dashboard using your 401k, brokerage, age, and contributions to tell you if you're on pace 5. a cash flow forecast that flags weeks where your checking account might dip below your target balance 6. a spending anomaly detector that catches subscriptions you forgot about, double charges, or lifestyle creep you didn't notice 7. a "can i afford this" calculator that pulls your real income, debt payments, and savings rate to give you an actual answer 8. a tax prep assistant that scans your transactions and flags anything that might qualify as a deduction 9. a subscription audit that finds every recurring charge across all your cards and shows you the total monthly damage 10. a weekly "money briefing" that runs in the background and drops a summary of what came in, what went out, and what to watch all of these used to require either a spreadsheet you'd never maintain or a $15/month app with shitty pre-built dashboards you couldn't customize insanely based
Perplexity@perplexity_ai

Computer now connects with Plaid to link bank accounts, credit cards, and loans. Track spending in detail, build custom budget tools, and visualize your net worth alongside your investment portfolio.

English
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nico
nico@nicochristie·
Introducing Shortcut — the first superhuman Excel agent. Shortcut one-shots most knowledge work tasks on Excel. It even scores >80% on Excel World Championship Cases in ~10 minutes. That's 10x faster than humans. Our early preview is live. Just comment for an invite code.
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