How to Connect Perplexity to Portfolio Lab

This guide shows you how to connect Perplexity to Portfolio Lab so it can trade your investment strategies. You add Portfolio Lab as a custom connector in Perplexity, which takes about two minutes and needs no code.

Before you start

You need three things:

1. A paid Perplexity plan that supports custom connectors (Pro, Max, or Enterprise). Custom connectors are not available on the free tier.
2. Your Portfolio Lab feed link, which you copy from the agentic trading page in the app.
3. A strategy set up in Portfolio Lab with a paper portfolio running.

Connect Portfolio Lab to Perplexity

1. Open your Perplexity settings and go to Connectors.
2. Click + Custom connector in the top-right corner, then select Remote in the pop-up.
3. Enter the name Portfolio Lab, paste your feed link as the MCP server URL, and set authentication to the open or none option. Check the risk acknowledgement box, then click Add.
4. Connectors are account-level. To use it, reference Portfolio Lab in a thread so Perplexity calls its tools.

Once you're connected

Perplexity can now read your target weights, but it still needs to know what to do with them. Open the prompt builder in Portfolio Lab to generate a ready-to-use prompt, paste it into Perplexity, and Perplexity can start trading your investment strategies.

Frequently asked questions

Which Perplexity plans support custom connectors?

Custom connectors are available on paid Perplexity plans (Pro, Max, and Enterprise). They are not available on the free tier.

How do I use the connector once it's added?

Connectors are account-level. Reference Portfolio Lab in a thread so Perplexity uses its tools.

Can Perplexity place trades on its own?

Portfolio Lab's feed is read-only and only provides your target weights. It never places trades. Whether and how your agent places trades depends on the trading tools you connect and your agent's own permission settings, which you control.

Is it safe to connect Perplexity to Portfolio Lab?

Yes. Portfolio Lab only shares a read-only list of your target weights. It never sees your brokerage account, never sees your balances, and never moves your money or places trades. The only thing that can act on your account is the separate trading tool you set up, which stays under your control.

Safety and control

The feed is read-only. Portfolio Lab sends target weights and nothing else. It cannot see your account, move money, or place trades. Your agent and the trading tools you connect handle execution, and you control their permissions.

Disclosures

Perplexity is a trademark of Perplexity AI. Portfolio Lab is not affiliated with, endorsed by, or sponsored by Perplexity AI.