Trying to keep up with financial markets these
days, it feels like, well, like trying to drink
from a fire hose, doesn't it? Totally. There's
just this constant flood, new reports, earnings
calls, global data shifts. It's intense. It really
is. Almost impossible for one person to truly
stay on top of it all. But what if you could
change that? What if you could, like, build your
own team, an army of AI researchers sorting through
it for you? That kind of capability, that used
to be just for the biggest Wall Street players,
right? Exactly. the hedge fund elite so the big
question we're exploring today is what if you
could get that same institutional grade investment
research customized automated delivered right
to you and here's the kicker without writing
a single line of code welcome everyone to the
deep dive great to be here today we're really
getting into a guide on using perplexity finance
specifically for automated investment research
our goal to see how ai isn't just tweaking finance
it's It's really changing the game for financial
intelligence. Yeah. And this guide is super practical.
It's about building your own system, an automated
research system. We're talking about getting
proactive, you know, not just reacting. That's
it. Proactive insight generation. So here's what
we'll cover. We'll look at perplexity finance's
main tools, the earnings hub, these automated
tasks, the smart price alerts. Then we'll talk
about organizing all the information that starts
flowing in, setting up powerful morning briefings
tailored just for you. And even deploying these
specialized AI interns for your own custom research
missions. It's pretty cool stuff. The aim is
to help you get knowledgeable, fast, but also
deep. Find those aha moments. Cut through the
overload. Make real sense of the markets. Yeah,
making sense of it all. That's the challenge.
You know, historically, getting that deep research
edge, that was a closed shop. Big Wall Street
funds, right? Huge teams, expensive tools, coding
skills, API access. Oh, yeah. It was a fortress.
Very hard for an individual or even smaller firms
to compete on that level. But that's where something
like perplexity finance comes in and really shifts
the landscape. more than just a website with
data. It's way more. It's like a full intelligence
platform. It genuinely makes that professional
level analysis accessible. That's a big deal.
And it does this using sort of three key features
that automate the whole research pipeline. There's
the earnings hub. Right, your command center
for earnings season. Then perplexity tasks, which
lets you set up ongoing automated research. AI
intern army. Exactly. And then these contextual
price alerts, which don't just tell you the what,
but also the why behind a stock move. Let's start
with the earnings hub. Remember those old clunky
financial sites like Yahoo Finance back in the
day? Oh, I remember. Pages loading forever, data
all over the place. Right. The earnings hub is
just... leagues beyond that. It puts you right
in the front row for these crucial market events.
And it's fast. During earnings season, you can
track multiple companies reporting at the same
time. You get live time stamped updates from
the transcripts as the executives are actually
speaking. That real time aspect is huge for speed.
Plus, you get AI summaries pulling out the key
numbers and takeaways almost instantly. And all
the official documents are right there. The reports,
the press releases. One click away. No more hunting
around different websites. It's all integrated.
So how does this earnings hub really change things
for, say, an individual investor? What's the
core impact? Fundamentally, it gives individuals
access to real time. institutional grade data
and tools that were previously just for Wall
Street pros. Okay. Democratization of data. That
makes sense. Now let's talk perplexity tasks.
This feels like where it goes from just searching
for info to actively generating it for you. Exactly.
This is the proactive engine. It lets you build
that army of AI research interns we mentioned.
Each one focused on a specific ongoing job you
give it. And setting one up is like. Kind of,
yeah. You go to the tasks area in Perplexity,
that's your hiring office, click create new task,
and you get this simple interface. That's where
you write the job description for your AI. And
that job description, the prompt, is everything.
Absolutely critical. A good prompt is detailed
and specific. Not just tell me about Apple. No,
you need to be comprehensive. Like the Cloudflare
example in the guide. Right, assign it a role.
Yeah. Act as a senior technology analyst. Then
list exactly what you want covered. Product roadmap,
competition, market buzz, key numbers, strategy,
exact comments. The detail makes it work. And
then you set the working conditions, the schedule,
the effort level. Yep. Simple drop -downs, reporting
cadence, one time. Yeah. Daily, weekly, monthly,
you choose. And effort level? Basic, search for
a quick summary. Deep research for a more thorough
multi -source dive. And you can even tell it
where to look. That's the library access, web
search, academic papers, social media feeds,
even specific SEC filings like 10 -Ks or Form
4s for insider trades. Super powerful for tailoring
the research. So you can build these incredibly
specialized agents just by tweaking these settings.
Wow. I mean, just imagine scaling this. You could
have dozens, maybe hundreds of these AI interns,
each digging into a different niche, a different
company, running 247 for you. Two sec silence.
That's... that's... Pretty mind -blowing. It
really is. And then there's the next level, the
delta report. After an intern runs a few times,
you tweak the prompt. Add something like, focus
only on what's new since your last report. Ah,
so it avoids repeating old information. Exactly.
It delivers just the changes, the delta. Much
more efficient. Now, I'll admit, I still wrestle
with prompt drifts sometimes myself. Getting
the AI to consistently nail the exact nuance
you want takes practice. But man, when it clicks...
It's amazing. So why is getting that prompt right
so vital for these AI tasks? Because a precise
prompt ensures the AI delivers focused, relevant
research, not just generic data. It's like a
clear job description. Okay, so you build this
amazing AI research team, but then you potentially
create a new problem, right? Information overload,
but this time it's high quality overload. Yeah,
it's a good problem to have, but still a problem.
A firehose of great reports into your main inbox
is chaos. The goal isn't just automation. It's
calm, organized insight. So step one is getting
organized. Labels, folders. Think like an intelligence
agency. Don't just dump everything in one perplexity
folder. Create specific labels in your email.
AI Research Daily Market Brief, AI Research NVIDIA
Competitor Watch, maybe AI Research Critical
Alerts. like dedicated filing cabinets makes
sense then step two automated sorting with filters
yep In Gmail or whatever you use, set up filters
for each task. The filter looks for emails from
Perplexity's address email protected and a unique
subject line you set up in the task itself. Like
weekly briefing, Cloudflare net. Exactly. So
the filter says if email is from Perplexity and
D subject contains weekly briefing, Cloudflare
net, then automatically skip the inbox, apply
the label AI research weekly competitor watch,
and maybe even mark it as read. Boom. Inbox zero
for research emails. So everything gets filed
away neatly. Then you use the scan and dive work.
Right. It's a two -step process for efficiency.
Level one, the 60 -second scan. Just glance at
your email sidebar. See which labels are bold,
meaning new unread reports. Ah, new portfolio
review, two competitor reports, high -level awareness,
zero emails opened. And level two is the deep
dive. If something in a label name or maybe the
email summary catches your eye like a big product
launch mentioned, the email has a direct link.
Click it, and you're instantly in the full interactive
perplexity report. Ah, so you can ask follow
-up questions, check sources. Exactly. Speed
of scanning, depth when you need it. And there's
an even more advanced setup, this action -oriented
inbox. Yeah, this connects critical alerts to
automation tools, like N8n or Zapier. Imagine
a filter for critical. Price alert 9 is 10 %
on NVIDIA. It applies a bright red label and
forwards the email to a webhook. A webhook being
like a digital messenger. Right. That webhook
triggers an action, maybe an instant notification
on your phone via Telegram or an alert in a specific
Slack channel. It turns your email from a passive
archive into an active real -time alert system
for things you really need to see immediately.
So what's the single biggest win from automating
the email organization side of this? It stops
you from drowning in data. It ensures you only
focus on what's new and truly relevant right
now. mid -roll sponsor Reed provided separately.
You know, there's often a difference in how amateur
and professional investors start their day. Amateurs
might just reactively scroll through news feeds.
Yeah, getting pulled in a million directions.
Whereas pros often start with a structured intelligence
briefing. This system essentially lets you build
that professional grade briefing automatically.
It's like having analysts working for you overnight.
It really is. The core idea is to set up three
specialized interns for your daily briefing.
First, the corporate actions intern. This one
focuses on official SEC filings, Form 4s for
insider buy -sells, 8Ks for major events, 10Ks,
10Qs for financials. So straight from the source,
cutting out the media spin. Exactly. Price -sensitive
stuff. Earnings, M &A, insider moves, dividends.
It's your ground truth. Okay, that's intern one.
What's number two? Number two is your domestic
weather report. This AI monitors the U .S. economic
calendar, Fed days, inflation numbers like CPI
and PPI, jobs reports, GDP. The stuff that moves
the whole market. Right. And the key is to aft
the prompt for expected versus prior values because
markets react to the surprise, the deviation
from expectations, not just the number itself.
Got it. And the third briefing agent. That's
the Global Chessboard Overview. In today's world,
you can't just look domestically. A central bank
move in Europe, manufacturing data from China.
It all matters. So this provides the bigger picture.
Yeah. Global macro data, PMIs, those are manufacturing
surveys, geopolitical events. It gives you that
wider context, essential if you're managing different
types of assets. And then you can layer on top
of these a kind of master agent, the chief investment
strategist. That's the pro move. This AI takes
the output from those three daily briefings and
synthesizes it. Its job is to produce a single
paragraph, an executive summary for the day.
Identifying the single most important theme.
Exactly. What's the biggest thing happening today
and why does it matter for your strategy? It
turns all that data into focused insight. Okay,
so we've got the briefings covered. Now let's
talk about the mission menu. Using these AI interns
for more specific... targeted research tasks.
Right. Beyond the daily updates, let's hit a
few cool examples. You could deploy a tech trend
scout. Say you're interested in AI chips. This
intern tracks everything about maybe, AMD's MI400
series product news, supply chain whispers, expert
commentary, market sentiment. It condenses hours
of research into a quick read. Huge efficiency
gain. What else? How about a private equity analyst?
Private markets are notoriously opaque, right?
Hard to get info on startups. Definitely. An
AI intern can constantly scan for news, leadership
changes, product updates on a private company
like, say, Replit. It surfaces insights you just
wouldn't find easily otherwise. That's powerful
for investors in that space. And I liked this
one, the social trend identifier. Yeah, this
is fun. This agent monitors platforms like TikTok,
X, Reddit for emerging consumer trends before
they hit the mainstream financial news. Think.
Spotting the next hot running shoe brand weeks
before the company reports blowout earnings.
Catching trends early. Exactly. Finding the smoke
signals before Wall Street sees the fire. So
big picture, how do these kinds of advanced AI
missions really give investors an edge? They
deliver early, often multi -source insights on
specific niches, helping you spot opportunities
or risks before the wider market catches on.
Okay, let's shift gears slightly. Let's talk
price alerts. The standard ones, they can be
kind of anxiety -inducing, can't they? NVIDIA,
down 5%. Panic. Right. It's just noise without
context. It tells you what happened, but not
why, forcing you to scramble and figure it out.
Is it company news? Sector news? Market crash?
So Perplexity's price alerts aim to fix that.
That's the core idea. An alert without context
is just noise. Their system lets you set triggers,
percentage moves, price levels, volatility spikes,
maybe even technical indicators like RSI crossing
a threshold. But the key is what happens when
it triggers. Exactly. It doesn't just send the
number. Using the Micron example from the guide,
stock drops 8%. Instead of just ang at 8%, you
get a mini intelligence briefing. What's in the
briefing? Core price data, sure. But also sector
context is the whole chip sector down. Technical
analysis snapshot, sentiment analysis from social
media, and crucially, an AI -generated attempt
at the why. Maybe a competitor reported bad earnings.
Maybe new regulations were announced. Ah, so
it turns that potential panic into, okay, let's
assess this calmly. Precisely. Informed decision
-making, not just gut reaction. And you can even
set alerts based purely on sentiment shifts.
Yeah, that's another cool feature. Monitor social
media buzz for a stock. If sentiment suddenly
turns sharply negative or positive, get an alert
before the price necessarily moves. It can be
a leading indicator. Looking forward, what's
coming next in this space? Where is research
automation heading? Well, the tools are already
powerful, but they're evolving fast. We're likely
going to see things like proper webhook integration.
Meaning the AI's output can directly feed into
other software. Databases, custom dashboards.
Exactly. Structured data output, like JSON. That
unlocks way more complex workflows. Also, expect
true memory and context awareness. Future agents
won't just repeat info. They'll learn your interests,
remember past reports, and focus on the delta,
what's new. And more crypto intelligence. Yeah,
the Coinbase partnership points that way. Deeper
insights, maybe even on -chain analysis down
the road. Okay, that's a lot. For someone listening
wanting to get started, what's the practical
approach? Key advice. Start small. Don't try
to automate everything overnight. Pick one or
two areas. Maybe track one stock you own closely
and one key competitor. Test things out. Yeah.
Experiment with the reporting frequency daily,
weekly. See what feels right. Play with the prompt
detail. And critically, set up your email labels
and filters before you unleash a dozen AI interns.
Get organized first. Good tip. And any advice
on optimizing the research itself and managing
risks? Be specific in your prompts. Use tickers.
Exact product names. Don't just ask for summaries.
Ask for actionable insights. Add phrases like
analyze the potential impact. And the biggest
one, maintain critical thinking. Don't blindly
trust the AI. Never. These reports are amazing
starting points, powerful assistance. but they're
not a substitute for your own judgment. Always
verify important stuff from multiple sources
before making any actual investment decisions.
So boiling it all down, what's the most crucial
takeaway for someone wanting to use these AI
tools? Start small, get organized early, and
always, always apply your own critical human
judgment to the output. The AI assists, you decide.
Which brings us to the really big idea here,
doesn't it? Tools like perplexity finance signal
a fundamental permanent shift. It really feels
like that. It's like... You know, in video games,
there's that super powerful weapon only the final
boss has. It's like that weapon suddenly became
available to every single new player starting
the game. It just changes everything. The kind
of automated deep research that was locked away
in billion dollar hedge funds. Is now accessible
to individual investors, small advisory firms,
family offices, pretty much anyone. It's a genuine
democratization of financial intelligence. Absolutely.
And that creates huge new opportunities if you're
willing to learn and adapt. So we definitely
encourage you listening to explore perplexity
finance. Try out some of these automation strategies.
Maybe start with just one small focused area.
Remember that scan and dive workflow for managing
the info and keep that critical thinking hat
on firmly. These tools amplify intelligence.
They don't create it out of thin air. The future
of investment research is clearly being automated.
It's becoming more accessible, more powerful
than ever. Really, the only question left is
how quickly you'll adapt. to harness these new
capabilities. Outuro music.