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



In this video we go over some new features of Perplexity Finance – including Perplexity Tasks, Price Alerts, the Earnings Hub, and Coinbase Integration:

Link for Free Perplexity Pro (if you download Perplexity Comet): https://pplx.ai/parttimelarry

Writeup / Email List: https://hackingthemarkets.com/new-perplexity-finance-tools/

Timestamps
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

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