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Automating Investment Research with Perplexity Finance - Tasks, Alerts, Earnings

Part Time Larry via YouTube

Overview

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Explore the latest features of Perplexity Finance in this 22-minute tutorial that demonstrates how to automate investment research using AI-powered tools. Learn to navigate the new Earnings Hub with live transcripts and AI summaries of earnings calls, then discover how to set up Perplexity Tasks for automated research on specific companies like Cloudflare's AI strategy. Master email filtering and organization techniques while examining practical examples including AMD MI400 chip reports and private startup trend analysis. Dive into advanced investment tracking capabilities including congressional trade monitoring, social arbitrage opportunities, consumer trend analysis, institutional investor 13F filings, insider activity detection, and upcoming IPO tracking. Configure automated weekly portfolio analysis and set up stock price alerts for real-time market monitoring. Understand the platform's integration with Coinbase for cryptocurrency price tracking and explore potential future enhancements like webhooks, structured output formats, and memory retention across research sessions. Gain practical insights into leveraging AI for comprehensive market research, from public market analysis to private startup intelligence gathering.

Syllabus

0:00 Overview, Example Use Cases
2:06 New Perplexity Finance Features
3:13 Earnings Hub, Live Transcripts, AI Summaries
5:39 Perplexity Tasks for Automation
6:31 Configuring a Task: Cloudflare AI Strategy
8:39 Email Filtering and Organization
9:19 Example report: AMD MI400 Chips
10:55: Private Startup Trends, AI Coding Agents
12:55 Public Market Prompts, DIY Investor
13:32 Congressional Trade Tracker
14:22 Social Arb, Consumer Trends, Dumb Money
15:01 Institutional Investors, 13F Filings
15:27 Insider Activity, Unusual Transactions
15:33 Upcoming IPO Tracker
15:48 Weekly Portfolio Analysis
16:13 Stock Price Alerts
18:24 Wishlist: Webhooks, Structured Output
19:35 Wishlist: Memory of Previous Runs
20:25 Coinbase Integration, Crypto Prices
21:49 That's it for now

Taught by

Part Time Larry

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