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Perplexity Finance vs Investi
They do different jobs. One is a research desk. The other is a workspace for the work that has to last. We are not going to tell you to close theirs.
| Perplexity Finance | Investi | |
|---|---|---|
| Job | Answer the question you have right now | Hold the coverage so the next question starts from what you already know |
| Object | A thread | A company, a folder, a thesis |
| Memory | Lives in the conversation | Notes and theses sit next to the company they are about |
| Portfolio | You describe what you own | Read-only brokerage sync. Holdings land in the workspace |
| Schedule | A Task that starts clean | A monitor that can open the folder and read the thesis |
| Best for | A first pass, a citation, a live filing | Names you actually follow, and work you will reopen next quarter |
Ask why a name dropped this morning and Perplexity Finance will go look for the downgrade, the filing, and the headline. That is a real product. The work then lives in a thread.
Investi is built around the record. Your notes, theses, and watchlists sit next to the companies they are about. The analyst reads them before it answers. A brokerage connection is read only on purpose.
You can also plug Perplexity into Investi over MCP. Keep both open. Use the desk for the first pass. Use the studio when the name is one you are actually following.
The longer version of this argument is in Perplexity Finance is a research desk.