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#93 Max: Automating Investment Research with Perplexity Finance – An AI Analyst's Guide

19 min • 8 augusti 2025

Wall Street-level investment research is no longer just for hedge funds. 📈 We're revealing how Perplexity Finance's new features can turn you into a professional analyst with an army of AI research interns working for you 24/7.

We’ll talk about:

  • A complete guide to using Perplexity Finance to automate your investment research, from tracking earnings to creating custom AI agents.
  • The power of Perplexity Tasks—how to "hire" AI research interns with detailed prompts to deliver automated intelligence briefings to your inbox.
  • A look at the real-time Earnings Hub, which provides live transcripts and AI summaries of earnings calls, like a personal Bloomberg Terminal.
  • Advanced "mission" prompts for your AI interns, including a "Dumb Money" trend spotter for social media and a "DC Leaks" tracker for congressional trading.
  • How to use Contextual Price Alerts that don't just report a price change but also use AI to explain the "why."

Keywords: Perplexity Finance, AI Investment Research, Automated Trading, Stock Market, Cryptocurrency, Forex, Perplexity Tasks, Earnings Hub, AI Analyst, Financial Data, SEC Filings, Market Intelligence

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