Advanced Workflows & Professional Strategies
Used by hedge funds, professional traders, and serious investors. Master the workflows that generate alpha in any market condition.
Used by professional traders and fund managers. Follow this exact routine to stay ahead of 99% of retail investors.
15 minutes
"Overnight news impacting markets""Futures and why they're moving""Pre-market movers in my watchlist""Economic data releases today"30 minutes
"Opening range breakouts""Unusual volume at open""Gap fills happening""Sector strength at open"10 minutes
"Intraday trend developing""Breadth and internals""Options flow summary""Fed speak or news?"20 minutes
"Today's market summary""After-hours earnings""Tomorrow's catalysts""New SEC filings""This week's earnings calendar with expectations""Economic data releases and consensus""Fed officials speaking this week""Options expiration and max pain levels""Technical levels for major indices""Weekly performance vs benchmarks""Position sizing and risk analysis""Stocks hitting stop losses or targets""New screening opportunities for next week""Sector rotation signals"When VIX spikes above 30 or markets drop 2%+, switch to this defensive workflow:
"What's causing the selloff specifically?""Support levels for major indices""Safe haven assets performance""Margin call risk levels""Fed response probability""Quality stocks down 10%+ on no news""Oversold RSI with strong fundamentals""Insider buying during selloff""Historical crisis recovery plays""Smart money accumulation signals"Quick, focused research sessions for busy investors. Each sprint gives you actionable insights.
"What's happening in futures and why?"
"Show me pre-market movers above $10B market cap"
"Any overnight news affecting tech stocks?"
"Asian and European market impact on US open"
"Stocks hitting 52-week highs/lows right now"
"Unusual volume spikes in large caps"
"Sector rotation happening today"
"Why is [TICKER] up/down 10% today?"
"Big after-hours movers and catalysts"
"Earnings released after close summary"
"Block trades in after-hours"
"Tomorrow's pre-market catalysts"
"Historical [TICKER] earnings surprises and stock reactions""Options market implying how much [TICKER] will move?""What are the 3 key metrics to watch for [TICKER]?""Whisper numbers vs consensus for [TICKER]""[TICKER] earnings: actual vs expected with key takeaways""Management tone on [TICKER] call: confident or cautious?""Guidance changes and implications for [TICKER]""Analyst reactions and PT changes for [TICKER]""Key levels for SPY this week"
"[TICKER] support and resistance zones"
"Volume profile analysis for [TICKER]"
"RSI divergences in tech stocks"
"MACD crossovers today"
"Stocks with bullish momentum shifts"
"Cup and handle patterns forming"
"Breakout candidates with volume"
"Flag patterns in trending stocks"
"Best performing sectors last 30 days with catalysts""Money flow: which sectors seeing inflows vs outflows?""Defensive vs cyclical sector performance comparison""Sector correlation with bond yields and dollar""AI beneficiaries beyond the obvious names""EV supply chain winners and losers""Cybersecurity spending trends from earnings""GLP-1 drug impact across industries""Unusual call buying in [TICKER] today"Track smart money
"Put/call ratio extremes to watch"Sentiment indicators
"Gamma exposure levels for SPX"Market maker positioning
"Max pain levels for expiry Friday"Options pinning targets
"IV rank and percentile for [TICKER]"Options pricing analysis
"Term structure and volatility skew"Event risk pricing
"Historical vs implied volatility gap"Options edge analysis
"Volatility regime change signals"Market regime shifts
"This week's economic calendar impact"
"GDP nowcasting estimates"
"Inflation expectations from TIPS"
"Labor market strength indicators"
"Fed funds futures pricing"
"Dot plot vs market expectations"
"QT impact on liquidity"
"Fed speak summary this week"
"Dollar strength impact"
"China stimulus effects"
"Oil price implications"
"Sovereign debt concerns"
"Upcoming IPOs this quarter with details""Recent IPO performance analysis""S-1 filings: who's going public?""SPAC merger calendar and targets""Merger arbitrage opportunities""Acquisition targets in [SECTOR]""Deal break risk analysis""Activist investor positions""Upcoming spin-offs to watch"
"Historical spin-off performance"
"Sum-of-parts valuation"
"Largest buyback programs"
"Buyback execution analysis"
"Share count reduction leaders"
"Beaten-down recovery plays"
"New CEO turnaround stories"
"Restructuring opportunities"
Start using these advanced workflows and prompts to transform your investment research today.
Follow @gkotte1 for daily prompts and market insights
Everything you need to know about the Advanced Guide
The Basic Guide covers fundamental prompts and workflows for getting started with Perplexity Finance. The Advanced Guide provides professional-level strategies, complex multi-step workflows, and prompts used by hedge funds and institutional investors for alpha generation.
This guide is designed for serious investors, professional traders, financial analysts, and anyone who wants to maximize the research capabilities of Perplexity Finance. It assumes familiarity with basic financial concepts and the Perplexity platform.
Workflow templates are multi-step research sequences for specific investment objectives. They include daily market analysis workflows, earnings season preparation, sector rotation tracking, event-driven research, and portfolio rebalancing strategies.
These prompts are designed for deep research and analysis, not real-time trading signals. Use them for pre-market research, due diligence, earnings analysis, and building investment theses. Always do your own analysis before making investment decisions.
The guide is updated regularly with new prompts based on market conditions, new Perplexity Finance features, and feedback from the trading community. Follow @gkotte1 on X for the latest prompt updates and strategies.
Yes, most prompts in this advanced guide require Perplexity Pro subscription to access Finance features like stock screener, earnings analysis, SEC filings, and real-time market data.
Yes, there are specific prompts for options research including implied volatility analysis, unusual options activity tracking, earnings play research, and options flow analysis. However, always verify with your broker's data for trade execution.
Follow the daily workflow schedule consistently, customize prompts with your specific watchlist, combine multiple prompts for comprehensive analysis, and track your research in a journal. The key is systematic application rather than occasional use.