WEBVTT 00:00:00.000 --> 00:00:01.919 Trying to keep up with financial markets these 00:00:01.919 --> 00:00:04.080 days, it feels like, well, like trying to drink 00:00:04.080 --> 00:00:06.019 from a fire hose, doesn't it? Totally. There's 00:00:06.019 --> 00:00:09.099 just this constant flood, new reports, earnings 00:00:09.099 --> 00:00:13.400 calls, global data shifts. It's intense. It really 00:00:13.400 --> 00:00:15.900 is. Almost impossible for one person to truly 00:00:15.900 --> 00:00:17.940 stay on top of it all. But what if you could 00:00:17.940 --> 00:00:20.660 change that? What if you could, like, build your 00:00:20.660 --> 00:00:24.120 own team, an army of AI researchers sorting through 00:00:24.120 --> 00:00:25.980 it for you? That kind of capability, that used 00:00:25.980 --> 00:00:27.839 to be just for the biggest Wall Street players, 00:00:27.960 --> 00:00:31.019 right? Exactly. the hedge fund elite so the big 00:00:31.019 --> 00:00:33.600 question we're exploring today is what if you 00:00:33.600 --> 00:00:36.240 could get that same institutional grade investment 00:00:36.240 --> 00:00:39.719 research customized automated delivered right 00:00:39.719 --> 00:00:42.840 to you and here's the kicker without writing 00:00:42.840 --> 00:00:46.820 a single line of code welcome everyone to the 00:00:46.820 --> 00:00:49.100 deep dive great to be here today we're really 00:00:49.100 --> 00:00:51.320 getting into a guide on using perplexity finance 00:00:51.320 --> 00:00:53.759 specifically for automated investment research 00:00:53.759 --> 00:00:57.460 our goal to see how ai isn't just tweaking finance 00:00:57.460 --> 00:01:00.320 it's It's really changing the game for financial 00:01:00.320 --> 00:01:03.100 intelligence. Yeah. And this guide is super practical. 00:01:03.219 --> 00:01:05.120 It's about building your own system, an automated 00:01:05.120 --> 00:01:07.120 research system. We're talking about getting 00:01:07.120 --> 00:01:09.640 proactive, you know, not just reacting. That's 00:01:09.640 --> 00:01:12.799 it. Proactive insight generation. So here's what 00:01:12.799 --> 00:01:15.099 we'll cover. We'll look at perplexity finance's 00:01:15.099 --> 00:01:17.840 main tools, the earnings hub, these automated 00:01:17.840 --> 00:01:21.689 tasks, the smart price alerts. Then we'll talk 00:01:21.689 --> 00:01:24.010 about organizing all the information that starts 00:01:24.010 --> 00:01:27.670 flowing in, setting up powerful morning briefings 00:01:27.670 --> 00:01:30.370 tailored just for you. And even deploying these 00:01:30.370 --> 00:01:33.549 specialized AI interns for your own custom research 00:01:33.549 --> 00:01:35.870 missions. It's pretty cool stuff. The aim is 00:01:35.870 --> 00:01:38.349 to help you get knowledgeable, fast, but also 00:01:38.349 --> 00:01:41.900 deep. Find those aha moments. Cut through the 00:01:41.900 --> 00:01:44.239 overload. Make real sense of the markets. Yeah, 00:01:44.260 --> 00:01:45.799 making sense of it all. That's the challenge. 00:01:45.959 --> 00:01:48.719 You know, historically, getting that deep research 00:01:48.719 --> 00:01:51.400 edge, that was a closed shop. Big Wall Street 00:01:51.400 --> 00:01:54.760 funds, right? Huge teams, expensive tools, coding 00:01:54.760 --> 00:01:57.340 skills, API access. Oh, yeah. It was a fortress. 00:01:57.760 --> 00:02:00.519 Very hard for an individual or even smaller firms 00:02:00.519 --> 00:02:02.599 to compete on that level. But that's where something 00:02:02.599 --> 00:02:06.239 like perplexity finance comes in and really shifts 00:02:06.239 --> 00:02:09.500 the landscape. more than just a website with 00:02:09.500 --> 00:02:11.879 data. It's way more. It's like a full intelligence 00:02:11.879 --> 00:02:14.979 platform. It genuinely makes that professional 00:02:14.979 --> 00:02:18.259 level analysis accessible. That's a big deal. 00:02:18.400 --> 00:02:21.419 And it does this using sort of three key features 00:02:21.419 --> 00:02:24.180 that automate the whole research pipeline. There's 00:02:24.180 --> 00:02:26.000 the earnings hub. Right, your command center 00:02:26.000 --> 00:02:28.979 for earnings season. Then perplexity tasks, which 00:02:28.979 --> 00:02:31.620 lets you set up ongoing automated research. AI 00:02:31.620 --> 00:02:35.400 intern army. Exactly. And then these contextual 00:02:35.400 --> 00:02:37.860 price alerts, which don't just tell you the what, 00:02:38.039 --> 00:02:40.939 but also the why behind a stock move. Let's start 00:02:40.939 --> 00:02:43.199 with the earnings hub. Remember those old clunky 00:02:43.199 --> 00:02:46.599 financial sites like Yahoo Finance back in the 00:02:46.599 --> 00:02:49.580 day? Oh, I remember. Pages loading forever, data 00:02:49.580 --> 00:02:51.360 all over the place. Right. The earnings hub is 00:02:51.360 --> 00:02:53.889 just... leagues beyond that. It puts you right 00:02:53.889 --> 00:02:55.889 in the front row for these crucial market events. 00:02:56.030 --> 00:02:58.270 And it's fast. During earnings season, you can 00:02:58.270 --> 00:03:00.270 track multiple companies reporting at the same 00:03:00.270 --> 00:03:03.289 time. You get live time stamped updates from 00:03:03.289 --> 00:03:05.550 the transcripts as the executives are actually 00:03:05.550 --> 00:03:08.469 speaking. That real time aspect is huge for speed. 00:03:08.830 --> 00:03:11.110 Plus, you get AI summaries pulling out the key 00:03:11.110 --> 00:03:13.550 numbers and takeaways almost instantly. And all 00:03:13.550 --> 00:03:15.569 the official documents are right there. The reports, 00:03:15.710 --> 00:03:17.830 the press releases. One click away. No more hunting 00:03:17.830 --> 00:03:19.750 around different websites. It's all integrated. 00:03:20.090 --> 00:03:22.849 So how does this earnings hub really change things 00:03:22.849 --> 00:03:26.409 for, say, an individual investor? What's the 00:03:26.409 --> 00:03:29.069 core impact? Fundamentally, it gives individuals 00:03:29.069 --> 00:03:32.840 access to real time. institutional grade data 00:03:32.840 --> 00:03:35.639 and tools that were previously just for Wall 00:03:35.639 --> 00:03:38.419 Street pros. Okay. Democratization of data. That 00:03:38.419 --> 00:03:41.300 makes sense. Now let's talk perplexity tasks. 00:03:41.560 --> 00:03:43.340 This feels like where it goes from just searching 00:03:43.340 --> 00:03:46.099 for info to actively generating it for you. Exactly. 00:03:46.300 --> 00:03:48.780 This is the proactive engine. It lets you build 00:03:48.780 --> 00:03:51.240 that army of AI research interns we mentioned. 00:03:51.340 --> 00:03:54.520 Each one focused on a specific ongoing job you 00:03:54.520 --> 00:03:58.080 give it. And setting one up is like. Kind of, 00:03:58.120 --> 00:04:00.860 yeah. You go to the tasks area in Perplexity, 00:04:00.879 --> 00:04:03.979 that's your hiring office, click create new task, 00:04:04.099 --> 00:04:06.120 and you get this simple interface. That's where 00:04:06.120 --> 00:04:08.259 you write the job description for your AI. And 00:04:08.259 --> 00:04:10.340 that job description, the prompt, is everything. 00:04:10.800 --> 00:04:13.819 Absolutely critical. A good prompt is detailed 00:04:13.819 --> 00:04:16.839 and specific. Not just tell me about Apple. No, 00:04:16.899 --> 00:04:19.199 you need to be comprehensive. Like the Cloudflare 00:04:19.199 --> 00:04:21.160 example in the guide. Right, assign it a role. 00:04:21.360 --> 00:04:24.279 Yeah. Act as a senior technology analyst. Then 00:04:24.279 --> 00:04:26.930 list exactly what you want covered. Product roadmap, 00:04:27.129 --> 00:04:30.490 competition, market buzz, key numbers, strategy, 00:04:30.829 --> 00:04:33.529 exact comments. The detail makes it work. And 00:04:33.529 --> 00:04:35.790 then you set the working conditions, the schedule, 00:04:36.009 --> 00:04:38.730 the effort level. Yep. Simple drop -downs, reporting 00:04:38.730 --> 00:04:42.910 cadence, one time. Yeah. Daily, weekly, monthly, 00:04:43.170 --> 00:04:46.709 you choose. And effort level? Basic, search for 00:04:46.709 --> 00:04:49.350 a quick summary. Deep research for a more thorough 00:04:49.350 --> 00:04:51.589 multi -source dive. And you can even tell it 00:04:51.589 --> 00:04:54.000 where to look. That's the library access, web 00:04:54.000 --> 00:04:56.279 search, academic papers, social media feeds, 00:04:56.519 --> 00:05:00.000 even specific SEC filings like 10 -Ks or Form 00:05:00.000 --> 00:05:03.540 4s for insider trades. Super powerful for tailoring 00:05:03.540 --> 00:05:05.259 the research. So you can build these incredibly 00:05:05.259 --> 00:05:07.420 specialized agents just by tweaking these settings. 00:05:07.680 --> 00:05:11.240 Wow. I mean, just imagine scaling this. You could 00:05:11.240 --> 00:05:14.399 have dozens, maybe hundreds of these AI interns, 00:05:14.620 --> 00:05:16.639 each digging into a different niche, a different 00:05:16.639 --> 00:05:20.240 company, running 247 for you. Two sec silence. 00:05:20.420 --> 00:05:23.170 That's... that's... Pretty mind -blowing. It 00:05:23.170 --> 00:05:24.709 really is. And then there's the next level, the 00:05:24.709 --> 00:05:27.410 delta report. After an intern runs a few times, 00:05:27.529 --> 00:05:30.129 you tweak the prompt. Add something like, focus 00:05:30.129 --> 00:05:32.649 only on what's new since your last report. Ah, 00:05:32.850 --> 00:05:35.310 so it avoids repeating old information. Exactly. 00:05:35.329 --> 00:05:37.870 It delivers just the changes, the delta. Much 00:05:37.870 --> 00:05:40.089 more efficient. Now, I'll admit, I still wrestle 00:05:40.089 --> 00:05:42.089 with prompt drifts sometimes myself. Getting 00:05:42.089 --> 00:05:44.389 the AI to consistently nail the exact nuance 00:05:44.389 --> 00:05:47.629 you want takes practice. But man, when it clicks... 00:05:48.040 --> 00:05:50.600 It's amazing. So why is getting that prompt right 00:05:50.600 --> 00:05:53.579 so vital for these AI tasks? Because a precise 00:05:53.579 --> 00:05:56.740 prompt ensures the AI delivers focused, relevant 00:05:56.740 --> 00:05:59.540 research, not just generic data. It's like a 00:05:59.540 --> 00:06:01.420 clear job description. Okay, so you build this 00:06:01.420 --> 00:06:04.199 amazing AI research team, but then you potentially 00:06:04.199 --> 00:06:06.259 create a new problem, right? Information overload, 00:06:06.500 --> 00:06:08.860 but this time it's high quality overload. Yeah, 00:06:08.860 --> 00:06:11.500 it's a good problem to have, but still a problem. 00:06:11.819 --> 00:06:14.480 A firehose of great reports into your main inbox 00:06:14.480 --> 00:06:17.759 is chaos. The goal isn't just automation. It's 00:06:17.759 --> 00:06:20.839 calm, organized insight. So step one is getting 00:06:20.839 --> 00:06:24.279 organized. Labels, folders. Think like an intelligence 00:06:24.279 --> 00:06:26.939 agency. Don't just dump everything in one perplexity 00:06:26.939 --> 00:06:29.240 folder. Create specific labels in your email. 00:06:29.439 --> 00:06:33.040 AI Research Daily Market Brief, AI Research NVIDIA 00:06:33.040 --> 00:06:35.980 Competitor Watch, maybe AI Research Critical 00:06:35.980 --> 00:06:38.629 Alerts. like dedicated filing cabinets makes 00:06:38.629 --> 00:06:41.430 sense then step two automated sorting with filters 00:06:41.430 --> 00:06:44.600 yep In Gmail or whatever you use, set up filters 00:06:44.600 --> 00:06:47.120 for each task. The filter looks for emails from 00:06:47.120 --> 00:06:49.800 Perplexity's address email protected and a unique 00:06:49.800 --> 00:06:52.120 subject line you set up in the task itself. Like 00:06:52.120 --> 00:06:55.300 weekly briefing, Cloudflare net. Exactly. So 00:06:55.300 --> 00:06:57.379 the filter says if email is from Perplexity and 00:06:57.379 --> 00:06:59.699 D subject contains weekly briefing, Cloudflare 00:06:59.699 --> 00:07:01.980 net, then automatically skip the inbox, apply 00:07:01.980 --> 00:07:04.199 the label AI research weekly competitor watch, 00:07:04.339 --> 00:07:07.139 and maybe even mark it as read. Boom. Inbox zero 00:07:07.139 --> 00:07:09.160 for research emails. So everything gets filed 00:07:09.160 --> 00:07:11.480 away neatly. Then you use the scan and dive work. 00:07:11.560 --> 00:07:13.980 Right. It's a two -step process for efficiency. 00:07:14.279 --> 00:07:18.439 Level one, the 60 -second scan. Just glance at 00:07:18.439 --> 00:07:21.199 your email sidebar. See which labels are bold, 00:07:21.439 --> 00:07:25.000 meaning new unread reports. Ah, new portfolio 00:07:25.000 --> 00:07:28.100 review, two competitor reports, high -level awareness, 00:07:28.420 --> 00:07:31.699 zero emails opened. And level two is the deep 00:07:31.699 --> 00:07:34.240 dive. If something in a label name or maybe the 00:07:34.240 --> 00:07:36.399 email summary catches your eye like a big product 00:07:36.399 --> 00:07:38.839 launch mentioned, the email has a direct link. 00:07:39.319 --> 00:07:41.519 Click it, and you're instantly in the full interactive 00:07:41.519 --> 00:07:43.860 perplexity report. Ah, so you can ask follow 00:07:43.860 --> 00:07:46.240 -up questions, check sources. Exactly. Speed 00:07:46.240 --> 00:07:48.480 of scanning, depth when you need it. And there's 00:07:48.480 --> 00:07:50.819 an even more advanced setup, this action -oriented 00:07:50.819 --> 00:07:53.100 inbox. Yeah, this connects critical alerts to 00:07:53.100 --> 00:07:56.480 automation tools, like N8n or Zapier. Imagine 00:07:56.480 --> 00:07:59.720 a filter for critical. Price alert 9 is 10 % 00:07:59.720 --> 00:08:02.259 on NVIDIA. It applies a bright red label and 00:08:02.259 --> 00:08:04.399 forwards the email to a webhook. A webhook being 00:08:04.399 --> 00:08:06.600 like a digital messenger. Right. That webhook 00:08:06.600 --> 00:08:08.459 triggers an action, maybe an instant notification 00:08:08.459 --> 00:08:10.740 on your phone via Telegram or an alert in a specific 00:08:10.740 --> 00:08:13.079 Slack channel. It turns your email from a passive 00:08:13.079 --> 00:08:15.420 archive into an active real -time alert system 00:08:15.420 --> 00:08:16.959 for things you really need to see immediately. 00:08:17.319 --> 00:08:20.720 So what's the single biggest win from automating 00:08:20.720 --> 00:08:23.660 the email organization side of this? It stops 00:08:23.660 --> 00:08:26.319 you from drowning in data. It ensures you only 00:08:26.319 --> 00:08:28.600 focus on what's new and truly relevant right 00:08:28.600 --> 00:08:32.029 now. mid -roll sponsor Reed provided separately. 00:08:32.330 --> 00:08:34.549 You know, there's often a difference in how amateur 00:08:34.549 --> 00:08:37.649 and professional investors start their day. Amateurs 00:08:37.649 --> 00:08:39.929 might just reactively scroll through news feeds. 00:08:40.110 --> 00:08:41.669 Yeah, getting pulled in a million directions. 00:08:41.970 --> 00:08:44.950 Whereas pros often start with a structured intelligence 00:08:44.950 --> 00:08:48.559 briefing. This system essentially lets you build 00:08:48.559 --> 00:08:50.500 that professional grade briefing automatically. 00:08:50.960 --> 00:08:53.019 It's like having analysts working for you overnight. 00:08:53.279 --> 00:08:56.279 It really is. The core idea is to set up three 00:08:56.279 --> 00:08:58.700 specialized interns for your daily briefing. 00:08:59.000 --> 00:09:01.960 First, the corporate actions intern. This one 00:09:01.960 --> 00:09:05.179 focuses on official SEC filings, Form 4s for 00:09:05.179 --> 00:09:08.480 insider buy -sells, 8Ks for major events, 10Ks, 00:09:08.480 --> 00:09:11.120 10Qs for financials. So straight from the source, 00:09:11.220 --> 00:09:14.200 cutting out the media spin. Exactly. Price -sensitive 00:09:14.200 --> 00:09:17.080 stuff. Earnings, M &A, insider moves, dividends. 00:09:17.299 --> 00:09:19.259 It's your ground truth. Okay, that's intern one. 00:09:19.340 --> 00:09:21.600 What's number two? Number two is your domestic 00:09:21.600 --> 00:09:24.970 weather report. This AI monitors the U .S. economic 00:09:24.970 --> 00:09:28.809 calendar, Fed days, inflation numbers like CPI 00:09:28.809 --> 00:09:32.610 and PPI, jobs reports, GDP. The stuff that moves 00:09:32.610 --> 00:09:35.230 the whole market. Right. And the key is to aft 00:09:35.230 --> 00:09:38.330 the prompt for expected versus prior values because 00:09:38.330 --> 00:09:41.009 markets react to the surprise, the deviation 00:09:41.009 --> 00:09:43.210 from expectations, not just the number itself. 00:09:43.289 --> 00:09:46.330 Got it. And the third briefing agent. That's 00:09:46.330 --> 00:09:48.889 the Global Chessboard Overview. In today's world, 00:09:48.950 --> 00:09:51.009 you can't just look domestically. A central bank 00:09:51.009 --> 00:09:53.409 move in Europe, manufacturing data from China. 00:09:54.049 --> 00:09:56.769 It all matters. So this provides the bigger picture. 00:09:56.990 --> 00:09:59.769 Yeah. Global macro data, PMIs, those are manufacturing 00:09:59.769 --> 00:10:02.350 surveys, geopolitical events. It gives you that 00:10:02.350 --> 00:10:04.870 wider context, essential if you're managing different 00:10:04.870 --> 00:10:07.009 types of assets. And then you can layer on top 00:10:07.009 --> 00:10:09.870 of these a kind of master agent, the chief investment 00:10:09.870 --> 00:10:13.009 strategist. That's the pro move. This AI takes 00:10:13.009 --> 00:10:15.450 the output from those three daily briefings and 00:10:15.450 --> 00:10:18.299 synthesizes it. Its job is to produce a single 00:10:18.299 --> 00:10:20.720 paragraph, an executive summary for the day. 00:10:20.940 --> 00:10:22.720 Identifying the single most important theme. 00:10:23.059 --> 00:10:25.200 Exactly. What's the biggest thing happening today 00:10:25.200 --> 00:10:27.580 and why does it matter for your strategy? It 00:10:27.580 --> 00:10:30.039 turns all that data into focused insight. Okay, 00:10:30.100 --> 00:10:31.980 so we've got the briefings covered. Now let's 00:10:31.980 --> 00:10:34.899 talk about the mission menu. Using these AI interns 00:10:34.899 --> 00:10:37.490 for more specific... targeted research tasks. 00:10:37.769 --> 00:10:39.830 Right. Beyond the daily updates, let's hit a 00:10:39.830 --> 00:10:42.570 few cool examples. You could deploy a tech trend 00:10:42.570 --> 00:10:45.909 scout. Say you're interested in AI chips. This 00:10:45.909 --> 00:10:49.730 intern tracks everything about maybe, AMD's MI400 00:10:49.730 --> 00:10:53.529 series product news, supply chain whispers, expert 00:10:53.529 --> 00:10:56.769 commentary, market sentiment. It condenses hours 00:10:56.769 --> 00:10:59.110 of research into a quick read. Huge efficiency 00:10:59.110 --> 00:11:02.009 gain. What else? How about a private equity analyst? 00:11:02.289 --> 00:11:04.470 Private markets are notoriously opaque, right? 00:11:04.730 --> 00:11:06.690 Hard to get info on startups. Definitely. An 00:11:06.690 --> 00:11:09.809 AI intern can constantly scan for news, leadership 00:11:09.809 --> 00:11:12.610 changes, product updates on a private company 00:11:12.610 --> 00:11:15.690 like, say, Replit. It surfaces insights you just 00:11:15.690 --> 00:11:17.610 wouldn't find easily otherwise. That's powerful 00:11:17.610 --> 00:11:19.629 for investors in that space. And I liked this 00:11:19.629 --> 00:11:22.549 one, the social trend identifier. Yeah, this 00:11:22.549 --> 00:11:25.309 is fun. This agent monitors platforms like TikTok, 00:11:25.590 --> 00:11:28.850 X, Reddit for emerging consumer trends before 00:11:28.850 --> 00:11:31.029 they hit the mainstream financial news. Think. 00:11:32.110 --> 00:11:34.370 Spotting the next hot running shoe brand weeks 00:11:34.370 --> 00:11:36.129 before the company reports blowout earnings. 00:11:36.649 --> 00:11:39.210 Catching trends early. Exactly. Finding the smoke 00:11:39.210 --> 00:11:41.509 signals before Wall Street sees the fire. So 00:11:41.509 --> 00:11:44.149 big picture, how do these kinds of advanced AI 00:11:44.149 --> 00:11:46.470 missions really give investors an edge? They 00:11:46.470 --> 00:11:48.950 deliver early, often multi -source insights on 00:11:48.950 --> 00:11:51.470 specific niches, helping you spot opportunities 00:11:51.470 --> 00:11:53.769 or risks before the wider market catches on. 00:11:53.970 --> 00:11:56.350 Okay, let's shift gears slightly. Let's talk 00:11:56.350 --> 00:11:58.950 price alerts. The standard ones, they can be 00:11:58.950 --> 00:12:01.309 kind of anxiety -inducing, can't they? NVIDIA, 00:12:01.309 --> 00:12:04.720 down 5%. Panic. Right. It's just noise without 00:12:04.720 --> 00:12:07.220 context. It tells you what happened, but not 00:12:07.220 --> 00:12:09.620 why, forcing you to scramble and figure it out. 00:12:09.700 --> 00:12:12.799 Is it company news? Sector news? Market crash? 00:12:13.139 --> 00:12:15.759 So Perplexity's price alerts aim to fix that. 00:12:15.940 --> 00:12:18.419 That's the core idea. An alert without context 00:12:18.419 --> 00:12:21.200 is just noise. Their system lets you set triggers, 00:12:21.419 --> 00:12:24.360 percentage moves, price levels, volatility spikes, 00:12:24.620 --> 00:12:27.120 maybe even technical indicators like RSI crossing 00:12:27.120 --> 00:12:30.090 a threshold. But the key is what happens when 00:12:30.090 --> 00:12:32.129 it triggers. Exactly. It doesn't just send the 00:12:32.129 --> 00:12:34.509 number. Using the Micron example from the guide, 00:12:34.649 --> 00:12:38.090 stock drops 8%. Instead of just ang at 8%, you 00:12:38.090 --> 00:12:39.990 get a mini intelligence briefing. What's in the 00:12:39.990 --> 00:12:42.769 briefing? Core price data, sure. But also sector 00:12:42.769 --> 00:12:45.210 context is the whole chip sector down. Technical 00:12:45.210 --> 00:12:48.269 analysis snapshot, sentiment analysis from social 00:12:48.269 --> 00:12:51.330 media, and crucially, an AI -generated attempt 00:12:51.330 --> 00:12:54.830 at the why. Maybe a competitor reported bad earnings. 00:12:54.889 --> 00:12:57.590 Maybe new regulations were announced. Ah, so 00:12:57.590 --> 00:13:01.090 it turns that potential panic into, okay, let's 00:13:01.090 --> 00:13:03.750 assess this calmly. Precisely. Informed decision 00:13:03.750 --> 00:13:06.289 -making, not just gut reaction. And you can even 00:13:06.289 --> 00:13:08.470 set alerts based purely on sentiment shifts. 00:13:08.809 --> 00:13:10.850 Yeah, that's another cool feature. Monitor social 00:13:10.850 --> 00:13:13.730 media buzz for a stock. If sentiment suddenly 00:13:13.730 --> 00:13:16.529 turns sharply negative or positive, get an alert 00:13:16.529 --> 00:13:18.960 before the price necessarily moves. It can be 00:13:18.960 --> 00:13:21.279 a leading indicator. Looking forward, what's 00:13:21.279 --> 00:13:23.519 coming next in this space? Where is research 00:13:23.519 --> 00:13:26.039 automation heading? Well, the tools are already 00:13:26.039 --> 00:13:28.419 powerful, but they're evolving fast. We're likely 00:13:28.419 --> 00:13:30.419 going to see things like proper webhook integration. 00:13:30.679 --> 00:13:33.799 Meaning the AI's output can directly feed into 00:13:33.799 --> 00:13:36.980 other software. Databases, custom dashboards. 00:13:37.120 --> 00:13:40.440 Exactly. Structured data output, like JSON. That 00:13:40.440 --> 00:13:44.000 unlocks way more complex workflows. Also, expect 00:13:44.000 --> 00:13:47.279 true memory and context awareness. Future agents 00:13:47.279 --> 00:13:49.940 won't just repeat info. They'll learn your interests, 00:13:50.179 --> 00:13:53.000 remember past reports, and focus on the delta, 00:13:53.120 --> 00:13:55.720 what's new. And more crypto intelligence. Yeah, 00:13:55.799 --> 00:13:58.100 the Coinbase partnership points that way. Deeper 00:13:58.100 --> 00:14:00.019 insights, maybe even on -chain analysis down 00:14:00.019 --> 00:14:02.059 the road. Okay, that's a lot. For someone listening 00:14:02.059 --> 00:14:03.980 wanting to get started, what's the practical 00:14:03.980 --> 00:14:07.710 approach? Key advice. Start small. Don't try 00:14:07.710 --> 00:14:09.690 to automate everything overnight. Pick one or 00:14:09.690 --> 00:14:12.309 two areas. Maybe track one stock you own closely 00:14:12.309 --> 00:14:15.149 and one key competitor. Test things out. Yeah. 00:14:15.230 --> 00:14:16.950 Experiment with the reporting frequency daily, 00:14:17.049 --> 00:14:19.470 weekly. See what feels right. Play with the prompt 00:14:19.470 --> 00:14:21.809 detail. And critically, set up your email labels 00:14:21.809 --> 00:14:24.309 and filters before you unleash a dozen AI interns. 00:14:24.690 --> 00:14:27.649 Get organized first. Good tip. And any advice 00:14:27.649 --> 00:14:30.269 on optimizing the research itself and managing 00:14:30.269 --> 00:14:33.850 risks? Be specific in your prompts. Use tickers. 00:14:34.250 --> 00:14:36.809 Exact product names. Don't just ask for summaries. 00:14:36.809 --> 00:14:40.129 Ask for actionable insights. Add phrases like 00:14:40.129 --> 00:14:43.110 analyze the potential impact. And the biggest 00:14:43.110 --> 00:14:45.830 one, maintain critical thinking. Don't blindly 00:14:45.830 --> 00:14:49.269 trust the AI. Never. These reports are amazing 00:14:49.269 --> 00:14:52.860 starting points, powerful assistance. but they're 00:14:52.860 --> 00:14:55.500 not a substitute for your own judgment. Always 00:14:55.500 --> 00:14:57.659 verify important stuff from multiple sources 00:14:57.659 --> 00:15:00.460 before making any actual investment decisions. 00:15:00.799 --> 00:15:02.899 So boiling it all down, what's the most crucial 00:15:02.899 --> 00:15:05.000 takeaway for someone wanting to use these AI 00:15:05.000 --> 00:15:07.759 tools? Start small, get organized early, and 00:15:07.759 --> 00:15:10.320 always, always apply your own critical human 00:15:10.320 --> 00:15:13.320 judgment to the output. The AI assists, you decide. 00:15:13.539 --> 00:15:15.299 Which brings us to the really big idea here, 00:15:15.399 --> 00:15:18.159 doesn't it? Tools like perplexity finance signal 00:15:18.159 --> 00:15:20.720 a fundamental permanent shift. It really feels 00:15:20.720 --> 00:15:22.830 like that. It's like... You know, in video games, 00:15:22.909 --> 00:15:25.610 there's that super powerful weapon only the final 00:15:25.610 --> 00:15:27.950 boss has. It's like that weapon suddenly became 00:15:27.950 --> 00:15:30.549 available to every single new player starting 00:15:30.549 --> 00:15:32.750 the game. It just changes everything. The kind 00:15:32.750 --> 00:15:35.649 of automated deep research that was locked away 00:15:35.649 --> 00:15:38.409 in billion dollar hedge funds. Is now accessible 00:15:38.409 --> 00:15:42.289 to individual investors, small advisory firms, 00:15:42.490 --> 00:15:45.649 family offices, pretty much anyone. It's a genuine 00:15:45.649 --> 00:15:48.190 democratization of financial intelligence. Absolutely. 00:15:48.620 --> 00:15:50.539 And that creates huge new opportunities if you're 00:15:50.539 --> 00:15:53.250 willing to learn and adapt. So we definitely 00:15:53.250 --> 00:15:55.850 encourage you listening to explore perplexity 00:15:55.850 --> 00:15:58.070 finance. Try out some of these automation strategies. 00:15:58.210 --> 00:16:01.450 Maybe start with just one small focused area. 00:16:01.710 --> 00:16:04.210 Remember that scan and dive workflow for managing 00:16:04.210 --> 00:16:06.730 the info and keep that critical thinking hat 00:16:06.730 --> 00:16:09.450 on firmly. These tools amplify intelligence. 00:16:09.850 --> 00:16:12.350 They don't create it out of thin air. The future 00:16:12.350 --> 00:16:14.269 of investment research is clearly being automated. 00:16:14.490 --> 00:16:16.549 It's becoming more accessible, more powerful 00:16:16.549 --> 00:16:18.649 than ever. Really, the only question left is 00:16:18.649 --> 00:16:20.850 how quickly you'll adapt. to harness these new 00:16:20.850 --> 00:16:22.889 capabilities. Outuro music.