The meeting discussed recent advancements in Perplexity Finance, highlighting its new features for automating investment research and obtaining timely reports on market trends, company updates, and economic events.
Key features covered include the Earnings Hub with live transcripts, Perplexity Tasks for scheduling research prompts, customizable price alerts, and the Coinbase integration for real-time crypto data.
Attendees learned how to use these features to track public and private companies, economic calendars, investor activity, and social media trends, and were shown practical workflow tips for managing high email volume from these alerts.
Action Items
(No specific owners or due dates were discussed, but general next steps for users and feature requests were noted.)
Perplexity Finance Overview and New Features
Perplexity Finance enables users to automate investment research and receive regular email briefings on chosen topics such as investor activity, political trades, and social trends.
The Earnings Hub provides real-time, organized access to live earnings calls, transcripts, AI-generated summaries, source documents, and financial reports.
Users can drill down into company-specific data, access original filings, and run these through personal AI workflows if desired.
Perplexity Tasks: Workflow Automation for Research
Perplexity Tasks lets users schedule custom research prompts for delivery at desired frequencies (daily, weekly, monthly, etc.) covering companies, trends, SEC filings, and economic calendars.
Prompts can be tailored for specific topics: company product evolution, market trends, private company news, press coverage, and funding events.
Alerts are delivered via email, which can be managed using inbox labeling and filtering to organize high-volume updates.
Portfolio and Market Tracking Use Cases
Scheduled reports can be set up to track:
Public company earnings and product updates
Private company funding, press, and executive moves
Social media and consumer trends relevant to market movements
Price Alerts and Integration Capabilities
Users can configure custom price alerts for stocks or crypto, with triggers based on price changes or targets.
Alerts include both price movement data and contextual analysis of market sector influences and technical indicators.
Discussion of the value of webhooks and structured data delivery (e.g., as JSON) for direct integration into custom trading workflows or databases.
Coinbase integration now supplies real-time crypto market data, with potential for future deeper blockchain or whitepaper data integrations.
User Feedback and Feature Suggestions
Request for context-aware alerts and reports that recognize and avoid repeating previously delivered information.
Suggestion for enhanced integration features like webhooks for all types of research output, not just alerts, to enable automated trading or deeper workflow customization.
Decisions
No formal business decisions were recorded — The meeting consisted of a demonstration and feature walkthrough rather than decision-making.
Open Questions / Follow-Ups
Will Perplexity consider adding webhooks or structured data delivery for both scheduled research and price alerts?
Is there a plan to develop context-aware reporting that avoids repeating old information in scheduled updates?
Are deeper integrations with blockchain data or crypto whitepapers planned in future product updates?