Can You Connect Perplexity to Public?
Last updated October 2026
Short answer
For a Public account, yes. Public's own official AI connector names Perplexity as a supported assistant, and it covers Public accounts only. We have not verified that Perplexity can hold other custom connectors, so for anything beyond Public the routes are an assistant that does support them, such as Claude or ChatGPT, or Walnut's own built-in assistant. Walnut is informational and is not an investment adviser.
This page could pretend the connection works and collect the traffic. It does not, because Perplexity is built for search and citation rather than for connecting private accounts, which is why the honest answer here is different, and sending you to set up something that may not exist wastes an afternoon. What follows is what actually works today and how to tell when that changes.
What actually works today
For a Public account, the simplest route is Public's own connector, set up from Public's side. It reaches nothing else, so if you also hold accounts at other brokers, Perplexity still cannot see them unless it can hold another connector, which we have not verified.
The other routes are an assistant that supports custom connectors, or Walnut's own built-in assistant, which reads a connected Public account without needing Perplexity or any other client.
Public supports order placement as well as reading, and enforces a $5 minimum per fractional order, so each leg of a small basket has to clear that. Public also hosts its own official AI connector for Public accounts.
Public's own AI connector
Public hosts its own official AI connector for Claude, ChatGPT and Perplexity, part of the Agentic Brokerage it launched on March 31, 2026. It works with Public accounts only.
That makes it the direct route if Public is the only account you want an assistant to see. Walnut covers a different case: one connection across several brokers, including brokers with no connector of their own, read-only by default, with baskets of target weights on top, and orders placed only when you approve each one.
What it can and cannot see
| Data | Available? |
|---|---|
| Positions and quantities | Yes, once connected. This is the base of any analysis |
| Average cost per position | Not through Walnut, which receives no cost basis from brokers, so returns are measured as price change over a period |
| Account balances | Yes |
| Placing an order | Yes, with your approval on each order |
| Your tax position and goals | No. Nothing knows this unless you say it |
| Accounts at other providers | Only if you connect those too |
The fourth row is the one that surprises people, and it is decided by the broker rather than by the assistant. Public is unusual in supporting execution through Walnut at all: most large brokers do not, so an assistant can analyse them in detail and then be unable to act on a single conclusion it reached.
Get a recommendation for your situation
Walnut is the AI that knows your portfolio: ask anything in plain English, research any fund, and get an honest second opinion. On the broker you already use, read-only, and you approve every trade. Walnut is not a registered investment adviser.
You may not need Perplexity for this
Nearly every page on this subject assumes the assistant is fixed and the question is how to reach it. It is worth turning that around. What you want is to ask questions about your own portfolio and get answers based on what you actually hold, and the client you do that in is a preference.
Walnut connects Public and has its own built-in assistant, so the conversation works whether or not Perplexity ever supports connectors. For people who would rather stay in the assistant they already use, Walnut also exposes an MCP connector that Claude and ChatGPT accept. Both routes read the same account.
Related: connecting Public to an AI assistant covers this broker in depth, and AI portfolio analysis covers what the reading half is worth on its own, which is most of the value.
FAQ
Can Perplexity connect to Public?
For a Public account, yes: Public's own official connector names Perplexity as a supported assistant, and it covers Public accounts only. We have not verified that Perplexity can hold other custom connectors, such as one that reaches several brokers at once, so for those the working route is Claude, ChatGPT or Walnut's own built-in assistant.
Does Perplexity see my real Public holdings?
Only through Public's own connector, if you set it up. Otherwise anything Perplexity says about your holdings comes from what you typed into it, so treat it as commentary on your description rather than analysis of your account.
Can Perplexity place trades in my Public account?
Public is one of the minority of brokers that supports order placement through Walnut, so an assistant can prepare an order and you approve it before anything reaches the broker. What matters is that approving and placing stay separate steps, and that approval is tied to the specific order rather than granted once and reused. Public's own connector is a second route for orders, limited to Public accounts.
Is it safe to connect Public to an AI assistant?
The safe shape is the same regardless of assistant: you sign in at Public's own screen so no tool handles your password, access is scoped and revocable, and you can end it from the broker's side as well as the app's. Confirm those before connecting rather than assuming them.
What can it not do?
It does not know your tax position, your goals, or any account you have not connected, so advice depending on those is guessing unless you supply them. It also cannot see held-away accounts at other providers unless those are connected too, which is usually where the interesting problems are hiding.
Do I need Perplexity at all?
No, and this is the part most pages on this subject miss. Walnut has its own built-in assistant that reads a connected Public account directly, so you can ask about your portfolio without Perplexity or any other client supporting connectors. Using Perplexity is a preference rather than a requirement.
Which brokers can an AI assistant actually trade?
Through Walnut, orders you approve are available at E*Trade, moomoo, Public, Questrade, Stake Australia, tastytrade, Trading212, Wealthsimple and Webull in both its US and Canadian entities. Fidelity, Robinhood, Schwab, Vanguard and Interactive Brokers connect to Walnut for tracking only. Separately, several brokers now run their own official AI connectors for their own accounts, including Robinhood, Interactive Brokers (which drafts orders for you to submit), Webull and Public.
What should I ask once it is connected?
Start with what it can see, before what you should do. Ask it to list your positions and their weights sorted by value, which is the fastest way to find out whether your portfolio is as diversified as the holdings count suggests. Then ask what your funds cost you in total each year.
Connect your broker to an AI assistant
Step-by-step guides for each major broker, plus the general setup guides for ChatGPT and Claude, which brokers have an AI assistant built in, and Walnut's MCP connector.
Related articles
Walnut is informational and is not an investment adviser, and nothing here is investment advice. Assistant connector support and broker integrations both change; the positions described were checked again in October 2026 and are worth re-checking rather than assuming.