Perplexity Finance
Master Guide with Real Prompts & Examples
Learn exactly how to use Perplexity Finance's powerful features with copy-paste prompts, real-world examples, and step-by-step workflows for financial research and analysis.
Why Perplexity Finance is a Game Changer
It's not just another finance tool. It's the end of traditional financial research as we know it. Here's why Wall Street is worried and retail investors are winning.
How It's Disrupting Traditional Finance
❌ The Old Way (Still Used by 99%)
- • Open 15 browser tabs (Yahoo Finance, CNBC, Bloomberg, etc.)
- • Manually read through 200-page 10-K reports
- • Copy-paste data into Excel spreadsheets
- • Pay $2,000/month for Bloomberg Terminal
- • Subscribe to 10 different research services
- • Spend hours comparing financial metrics
- • Miss important news while sleeping
- • Can't process earnings calls in real-time
✅ The Perplexity Way (The Future)
- • One unified interface for everything
- • AI reads and summarizes instantly
- • Natural language queries, instant answers
- • Free to start, $20/month for Pro
- • All research sources integrated
- • Compare 50 stocks in seconds
- • 24/7 monitoring with smart alerts
- • Real-time earnings transcript analysis
🎯 Real Impact Example
Traditional analyst: 3 hours to analyze Apple's earnings (read transcript, update model, compare guidance)
Perplexity Finance user: 3 minutes ("Summarize AAPL earnings, compare to expectations, and highlight risks")
💡 Pro Tips to 10X Your Results
Query Optimization
- ✓Be Specific with TimeframesInstead of "Tesla news", use "Tesla news last 48 hours impacting stock"
- ✓Chain Your QueriesStart broad, then drill down: "Best sectors" → "Top healthcare stocks" → "ABBV deep dive"
- ✓Use Comparison Queries"Compare AAPL vs MSFT on margins, growth, and valuation" gives instant perspective
- ✓Request Specific Formats"Give me a bull/bear table" or "Rank by momentum" for structured answers
Workflow Automation
- ⚡Create Query TemplatesSave your best prompts and run them daily with updated tickers/dates
- ⚡Set Smart AlertsAlert on "unusual volume + news" not just price changes
- ⚡Batch Process ResearchAnalyze 10 stocks at once: "Compare these 10 tickers on P/E, growth, and debt"
- ⚡Follow the BreadcrumbsWhen you find a winner, ask "Find similar stocks to [WINNER]"
🚀 The Future of Investing is Here
In 5 years, everyone will use AI for investing. You're getting a 5-year head start today.
What's Coming Next to Perplexity Finance:
- • Real-time portfolio optimization AI
- • Automated trading strategy backtesting
- • Predictive analytics with 80%+ accuracy
- • Natural language to trading algorithm conversion
- • Personalized risk management AI
Start now. Master it before the masses arrive.
See The Magic in Action
Just type what you're thinking. Get institutional-grade analysis instantly. No SQL, no Excel, no Bloomberg Terminal needed.
"Show me Apple's revenue breakdown by product category and geographic region"iPhone: $200.6B (52%), Services: $85.2B (22%), Mac: $40.2B (10%), iPad: $29.7B (8%), Wearables: $38.4B (8%). Americas: 42%, Europe: 24%, China: 19%, Japan: 7%, Rest of Asia: 8%
Natural language instantly gives you data that would take 20 minutes to find in a 10-K
"Which S&P 500 stocks have the best combination of growth and value right now?"Top picks: META (25% growth, P/E 24), GOOGL (15% growth, P/E 22), JPM (12% growth, P/E 11), BAC (10% growth, P/E 10), UNH (14% growth, P/E 18)
Complex multi-factor screening in seconds, not hours
"What did Jensen Huang say about AI demand in the latest NVDA earnings call?"Demand remains incredible... we're seeing acceleration... supply improving but still constrained... $1 trillion of data centers will be upgraded... this is just the beginning
Extract exact CEO quotes from 50-page transcripts instantly
"Compare Tesla vs BYD on production, deliveries, and market share"Tesla: 1.81M deliveries (2023), 35% US EV share, 20% global. BYD: 3.02M NEV sales, 35% China share, 17% global. BYD surpassed Tesla in Q4 2023
Cross-company comparisons that would require multiple research reports
"Find me dividend aristocrats trading below their 5-year average P/E"Best opportunities: JNJ (P/E 14 vs 17 avg), PG (P/E 23 vs 26 avg), KO (P/E 22 vs 25 avg), PEP (P/E 24 vs 27 avg), CL (P/E 25 vs 28 avg)
Combines fundamental screening with historical valuation analysis
The Game-Changing Difference
| Task | Traditional Way | Perplexity Finance |
|---|---|---|
| Find Company Financials | Navigate SEC site → Download 10-K → Search PDF → Copy to Excel 15-30 minutes | Type: "Show me [COMPANY] financials" 5 seconds |
| Screen for Opportunities | Use screener → Apply filters → Export → Analyze in Excel 20-40 minutes | Type: "Find stocks with [criteria]" 10 seconds |
| Analyze Earnings Call | Read 50-page transcript → Take notes → Extract key points 45-60 minutes | Type: "Summarize [COMPANY] earnings" 15 seconds |
| Compare Competitors | Gather data for each → Create comparison table → Analyze 1-2 hours | Type: "Compare [COMPANY1] vs [COMPANY2]" 20 seconds |
| Track Market Flows | Check multiple sites → Compile data → Update spreadsheet 30-45 minutes | Type: "FII DII flows" or "Options flow today" 5 seconds |
🎯 Power User Examples That Will Blow Your Mind
Cross-Market Analysis
"How is US Fed rate decision impacting Indian IT stocks?"Instantly understand global correlations and currency impacts
Supply Chain Intelligence
"Which Indian pharma companies supply to Pfizer and J&J?"Uncover hidden relationships and dependencies
Sentiment + Fundamentals
"Stocks with improving fundamentals but negative sentiment"Find contrarian opportunities before the crowd
Earnings Predictions
"Based on supplier earnings, how will Apple report next quarter?"Predictive analysis using connected data points
The Natural Language Revolution
Think It, Type It
No need to learn query languages, Excel formulas, or navigate complex UIs
AI Understands Context
It knows "good value stocks" means low P/E, high ROE, stable earnings
Works Globally
Same powerful interface for NYSE, NASDAQ, NSE, BSE - all markets
🚀 The Bottom Line
You now have the same research capabilities as a team of analysts, available 24/7, responding in seconds, for the price of a Netflix subscription. Whether you're analyzing Apple or Reliance, S&P 500 or Nifty 50, the power is in your hands.
This isn't just a tool. It's your unfair advantage in the market.
The Dashboard That Thinks
One intelligent interface. USA + India markets. Real-time everything. Stop switching between 10 websites.
"Why bullish with red futures?"Market Overview
Real-time market status, sentiment, and key indicators
Market Status & Sentiment
Shows you market open/closed status, current sentiment (bullish/bearish), and provides instant context for why markets are moving. Analyzes Fed statements, earnings impacts, and global events.
"Why is market bullish despite red futures?""What's driving today's selloff?""Market sentiment shift signals"Futures & Pre-Market
S&P 500, NASDAQ, and Dow futures with percentage changes. Correlates futures movements with overnight news, Asian markets, and upcoming economic data to predict market open.
"How will futures impact tech stocks at open?""Pre-market movers above $1B market cap""Gap up candidates with catalyst"VIX & Volatility
Real-time VIX levels indicating market fear/greed. Tracks volatility patterns, options skew, and term structure for risk assessment.
"VIX spike implications for next week""Volatility regime change signals""Options market expecting how much move?"Complete Global Market Coverage
USA Markets
S&P 500 • NASDAQ • DOW • RUSSELL 2000
"Fed decision impact today""After-hours earnings movers"India Markets
NIFTY 50 • SENSEX • BANK NIFTY • MIDCAP
"FII vs DII activity today""IT stocks vs rupee correlation"Cryptocurrency Integration
Bitcoin, Ethereum, Solana, XRP tracked alongside equities. Crypto-equity correlations, institutional flows, risk-on/off signals.
"BTC correlation with NASDAQ today"Fixed Income Intelligence
TIPS, US Treasuries, Municipal bonds. Yield curve dynamics, flight-to-safety flows, inflation expectations.
"10Y yield impact on tech valuations"Hidden Power Features Most Users Miss
S&P 500 Transcripts Space
Query 2 years of earnings calls. Extract exact quotes, compare management tone, track guidance changes.
"All mentions of AI from tech earnings Q3"Correlation Matrix
See how your stocks move together. Find hedges, spot divergences, optimize portfolio balance.
"Portfolio correlation heatmap with SPY"Options Flow Analysis
Track where big money is betting. Unusual options activity, dark pool prints, block trades.
"Unusual call buying above $1M premium"Your Daily Money-Making Workflow
Pre-Market
- • Check futures
- • Overnight news
- • Economic calendar
"Pre-market movers"Open
- • Opening range
- • Sector rotation
- • Volume analysis
"Gap fills today"Midday
- • Trend confirm
- • Options flow
- • News catalysts
"Smart money flow"Close
- • After-hours
- • Earnings
- • Tomorrow setup
"AH movers why"Everything. One Dashboard. Real Intelligence.
Stop jumping between Bloomberg, Yahoo Finance, TradingView, and 10 other sites.
"Show me everything moving my portfolio today and why"Essential Resources & Learning Hub
Follow the experts, watch the tutorials, master the strategies
🐦 Must-Follow X Accounts
@TradershubNinja
Official Partner
Professional trading strategies, market analysis, and real-time alerts. Your gateway to institutional-grade trading insights.
Follow →@PPLXfinance
Official Perplexity
Latest features, prompt templates, and power user tips directly from Perplexity Finance team.
Follow →More Expert Accounts
📺 Video Tutorials & Guides
Getting Started
🚀 TradersHub.ninja Integration
Real-Time Alerts
Get instant notifications when smart money moves. Options flow, dark pools, insider buying.
Start Free TrialAI Trading Signals
Machine learning models analyze 1000+ factors to generate high-probability trade setups.
Use code: PERPLEXITY20Premium Research
Institutional-grade research reports, earnings previews, and technical analysis.
💡 Important Investment Tips & Ideas
Smart Money Strategies
- 1.Follow the InsidersTrack CEO/CFO buying - they know something you don't
"Insider buying last 30 days above $1M" - 2.Earnings WhispersBuy 2 days before earnings if options flow is bullish
"Unusual call activity before earnings" - 3.Fed Day TradingMarkets pump 70% of Fed days - buy SPY at 2 PM
"Historical Fed day performance"
Risk Management Rules
- !The 2% RuleNever risk more than 2% of portfolio on single trade
"Position sizing calculator for $X portfolio" - !Stop Loss DisciplineSet stops at -8% for stocks, -15% for options
"Calculate stop loss for [TICKER]" - !VIX Above 30 RuleWhen VIX spikes, reduce position sizes by 50%
"VIX spike historical outcomes"
🎯 Hidden Gems Most Users Don't Know
The Buffett Screen
Find undervalued stocks using Warren Buffett's exact criteria
"P/E under 15, ROE above 15%, debt/equity under 0.5, market cap above $10B"The CANSLIM Method
William O'Neil's growth stock strategy that beats the market
"EPS growth above 25%, sales growth above 20%, institutional ownership increasing"The Dividend Aristocrats
Companies that increased dividends for 25+ consecutive years
"S&P 500 dividend aristocrats with yield above 3%"📋 Quick Reference Card
Daily Check
- • Futures & pre-market
- • Economic calendar
- • Earnings today
- • Unusual options
Weekly Review
- • Sector rotation
- • Earnings preview
- • Fed speakers
- • Options expiry
Buy Signals
- • RSI under 30
- • Insider buying
- • Unusual call volume
- • Support bounce
Sell Signals
- • RSI above 70
- • Insider selling
- • Unusual put volume
- • Resistance rejection
Stock Screener Mastery
How to Use the Stock Screener Effectively
The stock screener in Perplexity Finance covers the S&P 500 and largest 5,000 US-traded stocks. Use natural language to filter and find opportunities instantly.
📊 Value Stock Screening
"Show me S&P 500 stocks with P/E under 15, dividend yield above 3%, and positive earnings growth last quarter"Finds undervalued dividend-paying stocks with momentum
"Find companies with price-to-book under 1, market cap over $10B, and ROE above 15%"Identifies potentially undervalued large-cap stocks
"List financial sector stocks trading below their 52-week average with improving fundamentals"Sector-specific value hunting
🚀 Growth Stock Screening
"Tech stocks with revenue growth above 30% YoY, gross margins over 60%, and market cap between $1B-$50B"High-growth tech companies with strong unit economics
"Show me companies with 3-year revenue CAGR above 25% and accelerating quarter-over-quarter growth"Finds consistent growers with momentum
"List all stocks with earnings surprises above 20% in the last 2 quarters"Companies consistently beating expectations
⚡ Momentum & Technical Screening
"Stocks up more than 50% YTD with RSI below 70 and above their 50-day moving average"Strong performers not yet overbought
"Show me stocks breaking out of 6-month consolidation with above-average volume"Breakout candidates with volume confirmation
"Find stocks making new 52-week highs with institutional buying in the last quarter"Momentum plays with smart money support
🎯 Custom Multi-Factor Screening
"Companies with: market cap $10B+, debt-to-equity under 0.5, FCF yield above 5%, revenue growth 10%+, and insider buying last 3 months, sorted by momentum"Complex multi-factor quality screen
"Rank healthcare stocks by: (1) R&D spending as % of revenue, (2) pipeline strength, (3) patent expiration timeline"Industry-specific fundamental screening
Earnings Analysis Guide
Mastering Earnings Research
Access live earnings transcripts, analyze results, and extract key insights from earnings calls without reading hundreds of pages.
📝 Pre-Earnings Analysis
"What are analysts expecting from AAPL's upcoming earnings? Include revenue, EPS, and key metrics to watch""Show me MSFT's earnings history for the last 8 quarters with beat/miss data""What questions are analysts likely to ask NVDA management about AI chip demand?"📊 Post-Earnings Deep Dive
"Summarize TSLA's Q3 2024 earnings call. Focus on production numbers, margins, and FSD progress""What did META management say about AI infrastructure spending in their latest call?""Compare GOOGL and META's ad revenue growth and future guidance from Q3 earnings"🎯 Guidance Analysis
"Did AMD raise or lower full-year guidance? What are the key assumptions?""Extract all forward-looking statements from JPM's earnings call about 2025""Which S&P 500 companies raised guidance this earnings season?"💡 Management Insights
"What concerns did AMZN CEO express about the macro environment?""Analyze the tone of Boeing's management during Q&A - confident or cautious?""What new initiatives did Walmart announce in their earnings call?"🔥 Pro Tip: Earnings Day Workflow
- 1. "Show me [TICKER]'s earnings results vs expectations"
- 2. "What were the key highlights and lowlights from the call?"
- 3. "How did the market react and why?"
- 4. "What changes did analysts make to price targets post-earnings?"
- 5. "Compare this quarter's performance to the same quarter last year"
SEC Filings Research
Extract Intelligence from SEC/EDGAR Filings
Direct access to 10-Ks, 10-Qs, 8-Ks, and proxy statements with AI-powered analysis. No more reading 200-page documents.
📑 10-K Annual Report Analysis
"What are the top 5 risk factors in Apple's latest 10-K?"Quick risk assessment
"Show me Microsoft's revenue breakdown by segment from their 10-K"Segment analysis
"What legal proceedings is Tesla involved in according to their 10-K?"Legal risk review
"Extract all mentions of AI and machine learning from Google's 10-K"Strategic focus analysis
📊 10-Q Quarterly Report Analysis
"Compare Netflix's Q2 vs Q1 subscriber growth from their 10-Qs"Quarter-over-quarter analysis
"What changes in accounting policies did JPMorgan disclose in their latest 10-Q?"Accounting changes
"Show me Amazon's cash flow statement from their most recent 10-Q"Cash flow analysis
"What is Nvidia's inventory level and how has it changed QoQ?"Working capital analysis
🚨 8-K Material Events
"What material events has Boeing reported in 8-Ks this year?"Material event tracking
"Show me all CEO/CFO changes in S&P 500 companies from recent 8-Ks"Leadership changes
"Has Intel filed any 8-Ks about restructuring or layoffs?"Restructuring alerts
"List all M&A announcements from 8-K filings this week"M&A activity monitoring
💰 Proxy Statement (DEF 14A) Analysis
"What is the CEO compensation at Apple and how does it compare to peers?"Executive compensation
"Show me all shareholder proposals in Microsoft's latest proxy"Shareholder activism
"Who are the largest shareholders of Tesla according to the proxy?"Ownership structure
"What ESG initiatives are highlighted in Amazon's proxy statement?"ESG commitments
Market Analysis Prompts
📈 Daily Market Analysis
"What's moving the markets today? Include major indices, sectors, and key drivers""Why is the VIX up/down today and what does it signal?""Show me today's unusual options activity and what it might indicate""Which sectors are rotating in/out and why?"🌍 Macro Analysis
"How are rising interest rates affecting tech valuations?""What's the correlation between dollar strength and emerging markets?""How is the yield curve inversion affecting bank stocks?""What are bond markets signaling about recession probability?"Company Research Workflows
Complete Company Analysis Framework
🎯 Quick Company Overview (5 minutes)
- 1.
"Give me a 2-minute overview of [COMPANY]: business model, revenue sources, and competitive position" - 2.
"What are the bull and bear cases for [COMPANY]?" - 3.
"Show me [COMPANY]'s key financial metrics and valuation multiples" - 4.
"What are analysts saying about [COMPANY]? Include price targets" - 5.
"Any red flags or concerns I should know about [COMPANY]?"
📊 Deep Dive Analysis (30 minutes)
- 1.
"Analyze [COMPANY]'s revenue growth trends over the last 12 quarters" - 2.
"Break down [COMPANY]'s margins and compare to industry averages" - 3.
"What's [COMPANY]'s competitive moat and is it sustainable?" - 4.
"Show me [COMPANY]'s capital allocation strategy and ROI metrics" - 5.
"What are the key risks from [COMPANY]'s latest 10-K?" - 6.
"Compare [COMPANY] to its top 3 competitors on key metrics" - 7.
"What's the insider trading activity for [COMPANY] last 6 months?" - 8.
"Build a DCF model for [COMPANY] with reasonable assumptions"
Portfolio Analysis Prompts
📊 Portfolio Review
"Analyze my portfolio: AAPL (20%), MSFT (15%), GOOGL (15%), AMZN (10%), NVDA (10%), SPY (30%)""What's my portfolio's sector exposure and how does it compare to S&P 500?""Calculate the correlation matrix for my holdings""What's my portfolio beta and expected volatility?"🎯 Optimization Suggestions
"How can I reduce portfolio concentration risk?""Suggest defensive stocks to hedge my tech-heavy portfolio""What dividend stocks would complement my growth portfolio?""Identify tax-loss harvesting opportunities in my portfolio"News & Alerts Setup
Smart Alert Configuration
📰 News Monitoring
"Alert me to any news about NVDA and AI chips"
"Track M&A news in the fintech sector"
"Monitor regulatory changes affecting crypto"
💹 Price Alerts
"Alert when TSLA drops below $200"
"Notify if any of my stocks move ±5% intraday"
"Tell me when SPY hits new ATH"
📊 Event Alerts
"Upcoming earnings for my watchlist"
"Fed meeting dates and expectations"
"Dividend ex-dates for my holdings"
Advanced Research Workflows
🔬 Sector Rotation Analysis
- 1️⃣ "Show me sector performance over the last 1, 3, and 6 months"
- 2️⃣ "Which sectors are showing improving relative strength?"
- 3️⃣ "What's driving outperformance in [TOP SECTOR]?"
- 4️⃣ "Find the best stocks in the strongest sector with momentum"
- 5️⃣ "What sectors typically outperform in this macro environment?"
🎯 Event-Driven Trading Research
- 1️⃣ "Show me upcoming catalysts for biotech stocks (FDA approvals, trial results)"
- 2️⃣ "Which companies have earnings next week with high implied volatility?"
- 3️⃣ "Find recent insider buying in small-cap stocks"
- 4️⃣ "List upcoming stock splits and their historical performance"
- 5️⃣ "What major economic data releases are this week and affected sectors?"
🏦 Institutional Activity Tracking
- 1️⃣ "What stocks are hedge funds buying most aggressively?"
- 2️⃣ "Show me Warren Buffett's latest portfolio changes"
- 3️⃣ "Which stocks have the highest institutional ownership increase?"
- 4️⃣ "Find stocks with smart money accumulation but retail selling"
- 5️⃣ "What are the most crowded hedge fund trades?"
Complete Prompts Library
📚 Copy-Paste Prompt Templates
Fundamental Analysis
"Calculate [TICKER]'s intrinsic value using DCF, comps, and precedent transactions"
"What's [TICKER]'s ROIC and how does it trend over 5 years?"
"Analyze [TICKER]'s working capital management efficiency"
"Show me [TICKER]'s cash conversion cycle and compare to peers"
"What's driving [TICKER]'s margin expansion/compression?"
Technical Analysis
"Is [TICKER] showing any bullish/bearish divergences?"
"What are the key support and resistance levels for [TICKER]?"
"Analyze [TICKER]'s volume profile and accumulation/distribution"
"What chart patterns is [TICKER] forming?"
"Show me [TICKER]'s relative strength vs its sector"
Risk Analysis
"What's [TICKER]'s debt maturity schedule and coverage ratios?"
"Analyze [TICKER]'s customer concentration risk"
"What regulatory risks does [TICKER] face?"
"Show me [TICKER]'s forex and commodity exposure"
"What's [TICKER]'s bankruptcy probability (Altman Z-score)?"
Competitive Analysis
"Compare [TICKER] to peers on growth, margins, and valuation"
"What's [TICKER]'s market share and is it gaining or losing?"
"How does [TICKER]'s product pipeline compare to competitors?"
"Analyze pricing power: [TICKER] vs industry"
"What competitive advantages does [TICKER] have?"
💡 Power User Tips
- • Use "Compare" to analyze multiple stocks: "Compare AAPL, MSFT, and GOOGL on P/E, growth, and margins"
- • Add time frames for historical analysis: "Show me TSLA's revenue growth quarterly since 2020"
- • Combine multiple factors: "Tech stocks with P/E under 20 AND revenue growth over 20% AND positive FCF"
- • Use "Explain" for learning: "Explain why banks trade at lower P/E multiples than tech stocks"
- • Request specific formats: "Create a bull/bear table for NVDA with probabilities"
Essential Resources & Must-Follow Accounts
🐦 X Accounts to Follow
@PPLXfinance
Official Perplexity Finance updates, new features, and tips
@TradershubNinja
Daily Perplexity Finance workflows, trading strategies, and market analysis
@parttimelarry
Python finance tutorials, Perplexity API integration, automation
@gkotte1
AI finance strategies, prompt engineering, startup investing
@perplexity_ai
Main Perplexity account for platform updates and AI insights
📹 Must-Watch Video Tutorials
Perplexity Finance Complete Tutorial
30-min comprehensive walkthrough of all features
▶️ YouTubeAutomating Investment Research
Part Time Larry's guide to Tasks & Price Alerts
▶️ YouTubeSEC Filings & EDGAR Integration
Deep dive into 10-K, 10-Q analysis workflows
▶️ YouTubeEarnings Analysis Masterclass
Extract insights from earnings calls efficiently
▶️ YouTubePart Time Larry Channel
Python + Perplexity API tutorials for automation
▶️ Full Channel📅 The Perfect Investor's Daily Workflow
Follow this daily routine to stay ahead of the market using Perplexity Finance:
🌅 Morning (Pre-Market)
- 1
"What's moving in pre-market and why?"Get overnight developments
- 2
"Any earnings reports from my watchlist?"Check earnings releases
- 3
"Economic calendar for today"Key data releases
- 4
"Unusual options activity in tech sector"Smart money moves
🌆 Evening (Post-Market)
- 1
"Market recap: winners, losers, and why"Daily performance review
- 2
"After-hours movers and catalysts"Post-market activity
- 3
"Tomorrow's earnings calendar"Prepare for next day
- 4
"New SEC filings from my holdings"Important disclosures
⚡ Weekend Deep Dive
Use weekends for deeper research: "Analyze [COMPANY]'s competitive position", "Screen for value opportunities in [SECTOR]", "Review portfolio allocation and rebalancing needs"
📚 Documentation
🎓 Learning Paths
• Start with basic screeners
• Master earnings analysis
• Learn SEC filing research
• Build custom workflows
💎 Investment Strategy Templates
Value Investing Workflow
- 1. "Show me stocks with P/B under 1.5 and ROE above 15%"
- 2. "Analyze [STOCK]'s historical valuations"
- 3. "What are the main risks in [STOCK]'s 10-K?"
- 4. "Compare [STOCK] to industry peers"
- 5. "Calculate intrinsic value using DCF"
Growth Investing Workflow
- 1. "Find stocks with 25%+ revenue growth"
- 2. "Show me [STOCK]'s TAM and market share"
- 3. "Analyze [STOCK]'s earnings call for growth drivers"
- 4. "What's the competitive moat?"
- 5. "Project future growth scenarios"
Dividend Investing Workflow
- 1. "Dividend aristocrats with 4%+ yield"
- 2. "Analyze [STOCK]'s payout ratio history"
- 3. "Free cash flow coverage of dividends"
- 4. "Dividend growth rate last 10 years"
- 5. "Risk factors for dividend sustainability"
Options Trading Research
- 1. "Unusual options activity today"
- 2. "Implied volatility rank for [STOCK]"
- 3. "Upcoming catalysts for [STOCK]"
- 4. "Historical price action around earnings"
- 5. "Options flow analysis for [STOCK]"
Quick Start: Your First 10 Prompts
Copy these prompts to get started immediately with Perplexity Finance:
- 1
"What's moving the markets today and why?" - 2
"Show me the best performing stocks in the S&P 500 this month" - 3
"Find undervalued stocks with P/E under 15 and positive earnings growth" - 4
"What are Apple's main risk factors from their latest 10-K?" - 5
"Summarize Tesla's latest earnings call in 5 bullet points" - 6
"Compare Microsoft and Google on revenue growth, margins, and valuation" - 7
"Which sectors are rotating in this week?" - 8
"Show me upcoming earnings for tech stocks with dates and expectations" - 9
"What's the smart money (institutional investors) buying?" - 10
"Find dividend stocks yielding over 4% with stable payout ratios"
Start Using These Prompts Today
Transform your financial research with AI-powered analysis. Copy these prompts and start getting insights immediately.
🚀 Want 100+ More Professional Prompts?
Access Pro Workflows & Daily RoutinesPro tip: Bookmark this page for quick access to all prompts and workflows
Why Perplexity Finance is a Game Changer
It's not just another finance tool. It's the end of traditional financial research as we know it. Here's why Wall Street is worried and retail investors are winning.
How It's Disrupting Traditional Finance
❌ The Old Way (Still Used by 99%)
- • Open 15 browser tabs (Yahoo Finance, CNBC, Bloomberg, etc.)
- • Manually read through 200-page 10-K reports
- • Copy-paste data into Excel spreadsheets
- • Pay $2,000/month for Bloomberg Terminal
- • Subscribe to 10 different research services
- • Spend hours comparing financial metrics
- • Miss important news while sleeping
- • Can't process earnings calls in real-time
✅ The Perplexity Way (The Future)
- • One unified interface for everything
- • AI reads and summarizes instantly
- • Natural language queries, instant answers
- • Free to start, $20/month for Pro
- • All research sources integrated
- • Compare 50 stocks in seconds
- • 24/7 monitoring with smart alerts
- • Real-time earnings transcript analysis
🎯 Real Impact Example
Traditional analyst: 3 hours to analyze Apple's earnings (read transcript, update model, compare guidance)
Perplexity Finance user: 3 minutes ("Summarize AAPL earnings, compare to expectations, and highlight risks")
💡 Pro Tips to 10X Your Results
Query Optimization
- ✓Be Specific with TimeframesInstead of "Tesla news", use "Tesla news last 48 hours impacting stock"
- ✓Chain Your QueriesStart broad, then drill down: "Best sectors" → "Top healthcare stocks" → "ABBV deep dive"
- ✓Use Comparison Queries"Compare AAPL vs MSFT on margins, growth, and valuation" gives instant perspective
- ✓Request Specific Formats"Give me a bull/bear table" or "Rank by momentum" for structured answers
Workflow Automation
- ⚡Create Query TemplatesSave your best prompts and run them daily with updated tickers/dates
- ⚡Set Smart AlertsAlert on "unusual volume + news" not just price changes
- ⚡Batch Process ResearchAnalyze 10 stocks at once: "Compare these 10 tickers on P/E, growth, and debt"
- ⚡Follow the BreadcrumbsWhen you find a winner, ask "Find similar stocks to [WINNER]"
🚀 The Future of Investing is Here
In 5 years, everyone will use AI for investing. You're getting a 5-year head start today.
What's Coming Next to Perplexity Finance:
- • Real-time portfolio optimization AI
- • Automated trading strategy backtesting
- • Predictive analytics with 80%+ accuracy
- • Natural language to trading algorithm conversion
- • Personalized risk management AI
Start now. Master it before the masses arrive.
See The Magic in Action
Just type what you're thinking. Get institutional-grade analysis instantly. No SQL, no Excel, no Bloomberg Terminal needed.
"Show me Apple's revenue breakdown by product category and geographic region"iPhone: $200.6B (52%), Services: $85.2B (22%), Mac: $40.2B (10%), iPad: $29.7B (8%), Wearables: $38.4B (8%). Americas: 42%, Europe: 24%, China: 19%, Japan: 7%, Rest of Asia: 8%
Natural language instantly gives you data that would take 20 minutes to find in a 10-K
"Which S&P 500 stocks have the best combination of growth and value right now?"Top picks: META (25% growth, P/E 24), GOOGL (15% growth, P/E 22), JPM (12% growth, P/E 11), BAC (10% growth, P/E 10), UNH (14% growth, P/E 18)
Complex multi-factor screening in seconds, not hours
"What did Jensen Huang say about AI demand in the latest NVDA earnings call?"Demand remains incredible... we're seeing acceleration... supply improving but still constrained... $1 trillion of data centers will be upgraded... this is just the beginning
Extract exact CEO quotes from 50-page transcripts instantly
"Compare Tesla vs BYD on production, deliveries, and market share"Tesla: 1.81M deliveries (2023), 35% US EV share, 20% global. BYD: 3.02M NEV sales, 35% China share, 17% global. BYD surpassed Tesla in Q4 2023
Cross-company comparisons that would require multiple research reports
"Find me dividend aristocrats trading below their 5-year average P/E"Best opportunities: JNJ (P/E 14 vs 17 avg), PG (P/E 23 vs 26 avg), KO (P/E 22 vs 25 avg), PEP (P/E 24 vs 27 avg), CL (P/E 25 vs 28 avg)
Combines fundamental screening with historical valuation analysis
The Game-Changing Difference
| Task | Traditional Way | Perplexity Finance |
|---|---|---|
| Find Company Financials | Navigate SEC site → Download 10-K → Search PDF → Copy to Excel 15-30 minutes | Type: "Show me [COMPANY] financials" 5 seconds |
| Screen for Opportunities | Use screener → Apply filters → Export → Analyze in Excel 20-40 minutes | Type: "Find stocks with [criteria]" 10 seconds |
| Analyze Earnings Call | Read 50-page transcript → Take notes → Extract key points 45-60 minutes | Type: "Summarize [COMPANY] earnings" 15 seconds |
| Compare Competitors | Gather data for each → Create comparison table → Analyze 1-2 hours | Type: "Compare [COMPANY1] vs [COMPANY2]" 20 seconds |
| Track Market Flows | Check multiple sites → Compile data → Update spreadsheet 30-45 minutes | Type: "FII DII flows" or "Options flow today" 5 seconds |
🎯 Power User Examples That Will Blow Your Mind
Cross-Market Analysis
"How is US Fed rate decision impacting Indian IT stocks?"Instantly understand global correlations and currency impacts
Supply Chain Intelligence
"Which Indian pharma companies supply to Pfizer and J&J?"Uncover hidden relationships and dependencies
Sentiment + Fundamentals
"Stocks with improving fundamentals but negative sentiment"Find contrarian opportunities before the crowd
Earnings Predictions
"Based on supplier earnings, how will Apple report next quarter?"Predictive analysis using connected data points
The Natural Language Revolution
Think It, Type It
No need to learn query languages, Excel formulas, or navigate complex UIs
AI Understands Context
It knows "good value stocks" means low P/E, high ROE, stable earnings
Works Globally
Same powerful interface for NYSE, NASDAQ, NSE, BSE - all markets
🚀 The Bottom Line
You now have the same research capabilities as a team of analysts, available 24/7, responding in seconds, for the price of a Netflix subscription. Whether you're analyzing Apple or Reliance, S&P 500 or Nifty 50, the power is in your hands.
This isn't just a tool. It's your unfair advantage in the market.
Essential Resources & Learning Hub
Follow the experts, watch the tutorials, master the strategies
🐦 Must-Follow X Accounts
@TradershubNinja
Official Partner
Professional trading strategies, market analysis, and real-time alerts. Your gateway to institutional-grade trading insights.
Follow →@PPLXfinance
Official Perplexity
Latest features, prompt templates, and power user tips directly from Perplexity Finance team.
Follow →More Expert Accounts
📺 Video Tutorials & Guides
Getting Started
🚀 TradersHub.ninja Integration
Real-Time Alerts
Get instant notifications when smart money moves. Options flow, dark pools, insider buying.
Start Free TrialAI Trading Signals
Machine learning models analyze 1000+ factors to generate high-probability trade setups.
Use code: PERPLEXITY20Premium Research
Institutional-grade research reports, earnings previews, and technical analysis.
💡 Important Investment Tips & Ideas
Smart Money Strategies
- 1.Follow the InsidersTrack CEO/CFO buying - they know something you don't
"Insider buying last 30 days above $1M" - 2.Earnings WhispersBuy 2 days before earnings if options flow is bullish
"Unusual call activity before earnings" - 3.Fed Day TradingMarkets pump 70% of Fed days - buy SPY at 2 PM
"Historical Fed day performance"
Risk Management Rules
- !The 2% RuleNever risk more than 2% of portfolio on single trade
"Position sizing calculator for $X portfolio" - !Stop Loss DisciplineSet stops at -8% for stocks, -15% for options
"Calculate stop loss for [TICKER]" - !VIX Above 30 RuleWhen VIX spikes, reduce position sizes by 50%
"VIX spike historical outcomes"
🎯 Hidden Gems Most Users Don't Know
The Buffett Screen
Find undervalued stocks using Warren Buffett's exact criteria
"P/E under 15, ROE above 15%, debt/equity under 0.5, market cap above $10B"The CANSLIM Method
William O'Neil's growth stock strategy that beats the market
"EPS growth above 25%, sales growth above 20%, institutional ownership increasing"The Dividend Aristocrats
Companies that increased dividends for 25+ consecutive years
"S&P 500 dividend aristocrats with yield above 3%"📋 Quick Reference Card
Daily Check
- • Futures & pre-market
- • Economic calendar
- • Earnings today
- • Unusual options
Weekly Review
- • Sector rotation
- • Earnings preview
- • Fed speakers
- • Options expiry
Buy Signals
- • RSI under 30
- • Insider buying
- • Unusual call volume
- • Support bounce
Sell Signals
- • RSI above 70
- • Insider selling
- • Unusual put volume
- • Resistance rejection