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Perplexity Finance - AI Tools, SEC API, Financial Data

Part Time Larry via YouTube

Overview

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Explore the comprehensive financial analysis capabilities of Perplexity AI through this 17-minute tutorial that demonstrates how to leverage artificial intelligence for investment research and market analysis. Learn to navigate the SEC Search functionality within Perplexity's API to access regulatory filings and company documents. Discover how to utilize Perplexity Finance features including creating watchlists, accessing detailed company information, and obtaining free fundamental data for financial analysis. Master the retrieval of historical price data and understand how to conduct thorough research using the platform's integrated tools. Examine earnings transcripts and analyze price movement timelines to track market performance and company developments. Understand how to create and utilize Perplexity Spaces, specifically exploring the S&P 500 Transcripts Space for comprehensive market research. Implement natural language stock screening techniques to identify investment opportunities based on specific criteria. Build detailed profiles to quickly understand companies and key individuals in the financial markets. Gain insights into the operational mechanics of Perplexity Spaces and their applications for organized research. Explore cryptocurrency analysis tools including the Coin Explorer for digital asset research. Learn advanced techniques for conducting deep research and generating comprehensive financial reports. Discover how professional and legendary investors are incorporating these AI-powered tools into their investment strategies and decision-making processes.

Syllabus

0:00 Intro
0:40 SEC Search in Perplexity API
2:08 Perplexity Finance, Watchlists, Company Details
3:00 Free Fundamental data
4:11 Free Historical Price data
4:46 Research
5:04 Earnings Transcripts
5:56 Price movement timeline
6:35 Perplexity Spaces, S&P 500 Transcripts Space
8:02 Natural Language Stock Screener
9:27 Profile Builder - Quickly understand a company or person
10:15 How do Perplexity Spaces work?
11:42 Crypto Tools, Coin Explorer
12:35 Deep Research and Report Writing
16:01 Legendary investors use it and love it

Taught by

Part Time Larry

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