Are you having trouble keeping up with market moving news? Maybe you're interested in what high-profile investors out there are doing and you want some ideas on where to invest in 2025. Or maybe you're interested in getting some ideas from Congress and you want to see what someone like Nancy Pelosi is doing. Or maybe you're an old guy and you're having trouble keeping up with what the kids are doing these days and you want a report on the latest social media trends. That way you can be ahead of the Sydney Sweeney deal which caused the stock to jump. What if I told you you could get a report on the latest consumerf facing trends? That way, you could keep up with things like the Tik Tok clean girl aesthetic and quiet luxury trends that are happening right now and might take off in the future. Or on a more serious note, you're interested in upcoming US economic events such as Federal Reserve announcements, inflation data reports, labor market data, GDP releases, retail consumer sentiment, and housing, Treasury auctions, and other important dates that you need to prepare for. and you want that sent to your inbox weekly. Or perhaps you're an investor in a specific stock or portfolio of stocks. For instance, you want to keep up with the latest AI chips from AMD and you want a detailed deep research uh paper sent to your inbox every morning. What if you could also get a report of congressional stocks as a briefing in your inbox every single week? Or maybe you're a crypto bro and you want to see which coins are standing out right now. That way you can get ahead of the Ethereum trade and see uh what's going on. Why is this thing coming back? Now, if you followed my channel four or five years ago, you know that we originally wrote code to do all this stuff. And so, we do things like write Python code and scraped Reddit with the API to analyze what's going on in social media data. Uh we uh the hot fund manager at the time was Kathy Wood. And so, we would grab the CSV file from their website and parse that and store that in a time series database. And we also went through and walked through how to fetch the latest congressional trades from a PDF and parsed the PDF and and extracted all of those. Now, some of these ideas I presented are half joking, but some are half serious cuz if you look out there, there's actually some interesting investment ideas out there if you look in the right place. And you don't necessarily need to spend time on it or be some codew writing genius. In this video, I want to share how you can automate investment research using Perplexity Finance and some of the newest features, including the earnings hub, live transcripts, and Perplexity Task, which allows you to schedule prompts and deep research reports to run on a regular basis. I'll share a variety of use cases you can use to have these type of reports delivered directly to your inbox, nicely labeled and organized. And I'll share some interesting prompts you can use to test this out, including prompts for specific companies and products for private companies and emerging trends in startups, prompts for tracking the overall public market and economic calendar. And I'll share prompts for trackers that you can build, including a tracker for congressional trades, social arb trades, hot hands, insider trading, and unusual transactions, and an IPO tracker. I'll also share prompts you can use to track your weekly portfolio and SEC filings for your portfolio. also talk about new features like price alerts so you can set alerts on specific price action and also talk about the Coinbase integration. If this kind of thing is interesting to you, please be sure to check out my link below. You can subscribe to my email list and also subscribe to the channel while you're at it. So, let's go ahead and dive into Perplexity Finance. Now, earnings calls are going on right now. I'm going to jump over to the earnings hub in Perplexity Finance and you can see right now Intel and Pneumont Corporation are reporting earnings and these are live. You see that pulsing thing right now? Now, the cool thing about the earnings hub here in Perflexi Finance is you can see this all nicely organized into a nice UI. And I'm glad there's startups out there that are finally going after this these old financial apps like Yahoo Finance who that had like terrible outdated UIs from the '90s and early 2000s. And you can see you have a nice calendar here. I can look at what's going on today or jump ahead and keep on top of what's going on with earnings. Is Intel going to finally turn it around? I don't know yet, but I doubt it. and pneumont uh mining. Are the gold mining stocks finally going to take off? I don't know. We can check it out. So, let's go ahead and see what's happening with Intel right here. If you want, you could drill down to a specific company's earnings. And you can go right here to the transcript and you can see this transcript comes in in real time and is updating with timestamps and you can see all the different questions come in. Now, you can read this as it happens, but you can also jump to Perplexity's AI generated analysis here. And so as the earnings transcripts come in, uh you can see their summaries of everything that's going on. They're extracting key metrics and key highle points if you don't want to dive into the transcript. And also if you want to dive further, you can go to the original documents. And so I can see the quarterly report right here. And so you can see this is all in a PDF. Looks like it's provided by quarter.com, which is great. We have official sources right here. And you can read through all of this if you want to have some good uh reading time in the bathroom or you can check out the uh earnings release here in this report. You can take that and either read it yourself or maybe you have your own internal AI system at your organization and so you can process process this through your own prompts and AI system or maybe stow it away in inside your system or run it through some other workflow. So that's the earnings hub. Very cool. I really like the live transcript feature. And the great thing about this is I'm not paying some fintech startup or organization thousands of dollars a month to get this live data right here. It's all coming right here to my room. I'm not some big-time institutional investor. It's coming right here. And I'm getting all this information for free. I guess the beauty of venture capital is they can burn all this money on this kind of stuff. And I get to reap the benefits of this just like, you know, Door Dash and Uber and things like that were cheap. Maybe this will cost a lot of money someday. I don't know. But I'm enjoying it while it lasts. So, that's the earnings hub. Now, Perplexity Tasks, what is that? Well, this is a workflow and automation feature. And I have the interface pulled up right here. And what this allows you to do, it allows you to create personalized uh prompts that are scheduled on a regular cadence. And so, right here in a financial context, what I've done is create a task for all these different uh companies and topics and trackers that I'm interested in. And so, how do you actually get to this task interface? Well, if you're in Perplexity, just the basic Perplexity here, it's a little bit weird because you you go over here and there's a sidebar, but you have to click account right here and then you have to click task right there and that'll take you to the Perplexity task interface. Now, once you're on the Proplexity task interface, you can see a list of your scheduled task and then you can create a new one here by just typing the task into the box. It says, "Describe what you want to automate." And so, for example, I have a variety of different prompts on my article that you can copy if you need examples. and I have them categorized by the type of task you want to do. And so here I have a few different examples for specific uh public companies and products. And these are some stocks I've actually purchased at some point in the past. I won't tell you when or what I'm doing with them cuz I don't give any advice. This is just a technology channel. But uh here's one for Cloudflare Edge Computing. And so what I want to do is go to my perplexity here. And I'm going to just type that in and hit the button. And this is a little bit weird here cuz I think it's trying to do something with my prompt. So I need to kind of reformat it and so I always end up repasting it right here. And then you need to tell it when you want to run this task. And so here I say provide me a briefing on Cloudflare's uh product evolution. And I want to talk about things like AI serverless security products. I want to keep track of different uh products upgrades, the growth of their ecosystem expansions uh etc. Uh notes from key executives. You can make this as detailed as you want for your specific use case. And let's say I want this uh on a regular schedule. And so there's a schedule here and I can say I want this delivered to my inbox. Either I want it to happen once. So there's a one-off job you need to write or I fl I follow Cloudflare religiously and I want a briefing every single morning when I wake up I think about Cloudflare, right? And I'm worried about my investment. Maybe I'll do that daily. But uh things that are a little bit slower, maybe you're a longer term investor, maybe you only want it uh once a week or once a month and you can schedule on what day. And so for something like this, um maybe I'm obsessive and I want it daily and I want to first thing I wake up in the morning, I want to know about Cloudflare workers, right? And I want it to come at 7 a.m. And you can choose either a basic search. So this will be a little simple simpler answer or you can choose a deep research here, which will be a little more a lot more thorough, right? And then you can choose some different sources here. So you can say search the web. There's academic papers. I don't really care what the academics have to say about this topic, but you might want uh social media data. So, social discussions and opinions. So, maybe that's interesting. And SEC filings. So, we mentioned in our last video they have support for SEC filings. And so, I'm going to put all of this in this task. And I'm going to click save, right? And that's going to run at 7:00 a.m. Now, if I actually go to my email inbox right now, you can see it's getting filled up with tons and tons of different alerts like this. And so, this is what one of these things looks like. And you probably get a ton of email, and that's probably too much. And so, what I recommend you do if you've never done this before is just create a label. So you can if a new one comes in you can do that if you're in Gmail for instance and you can say filter messages like this right and it'll say from perplexity there and you can create a filter and then you can apply specific labels. So I have a label that's just called uh perplexity alerts right there. I also have an old email list about uh dragon flies there. Uh so long story. Um and so um this is how you filter your inbox and you'll get these every day. And so I have another example here where I want to follow uh the new AMD AI chips right here. And so in the email itself, it won't give you the full report. It's going to give you a few highle uh points that come from a perplexity task. And you can view the whole response right here and it'll show you the whole response. And so I can view my full prompt and I also have it on the website of what I want to follow. And then it'll give me this full report of what's going on in detail. And I'm just interested in this one particular uh family of products. And I get this nice up-to-date report. I didn't need to do anything. I don't have a research team or anything. This just all coming to my email box. Not only that, this isn't some static PDF report that you would have got from some firm, you know, once a month or whatever, right? This is dynamic and it's hooked up to real-time data sources and it's hook up hooked up to a large language model. So, you can ask a follow-up question. So I might ask some really detailed thing like uh tell me more about uh tell me more about right and then copy paste and then maybe get some more detailed report there. It'll go out and do that search for me. I don't have to crawl through a million like Google web pages to get different links. It gives me directly the answer I wanted and then I have all the sources right here and I have a detailed report uh if I'm interested in 12 stack HBM4 DRAM or whatever that is. So uh not an expert on high bandwidth memory but if you want to drill down on any topic here you can you can uh drill down as much as you want and maybe you want to see the relationship with SKHIX and Micron and so forth and so forth. So lots of detailed research we can do here without very much effort. So I don't want to bore you by reading through every single prompt but I'll give just a quick high level of each of these. Next here I have a set of prompts for those that invest in private companies. And both of these are ones I actually invested just a tiny amount in. One one that's interesting is Replet actually opened to a crowdfunding round like several years ago. Uh and it wasn't very hot at that particular point in time and they let us people like me put a little bit of money in and so I was able to invest in this and now it seems to be doing quite well with this uh AI coding uh trend. People are vibe coding using AI coding agents and they're uh they've increased valuation. I think they've like tripled in valuation or quadrupled in valuation in the past year or some so and so one prompt I have here is to follow the uh AI coding agent trend replet uh features they're releasing uh other competitors like cursor GitHub copilot lovable winerell things like that and so a good thing to do is to keep track of what startups are doing because that's kind of what the next thing is it'll also keep you up to date with some risks that are happening with these companies for instance the AI with replet went rogue and deleted an entire I think it's Sassner's company database and created a bunch of fake data. So there's a lot of risk to this AI stuff to watch out for and it's good to have alerts on these type of things so that you can understand this company at a deep level. Uh this next company, Ninja 1, this is my best investment of all time and I actually wrote a code on this many years ago. And so I might want to keep track of Ninja 1 and how they're doing. Um, so I still have a buddy that works here and so I want to keep track of all the press coverage, what's happening, new funding and valuation rounds, uh, what new products they're releasing. And so periodically I get a report on them and any news and and public mentions. I hear about the new uh, funding rounds and what's happening with endpoint management tools. Uh, any new uh, Seale suite they hire. They got a new CRO from Snowflake and Service Now, which is pretty cool. and they got a new Fed ramp team and lots of new stuff on the on the product roadmap and they also have a lot of new customers and so lots of these metrics and their ARR growth and all that may be interesting to a private investor. Next here I have some prompts for the overall public market. And I got some of these ideas from a small YouTube channel I came across called DIY investors. And this guy shared a lot of what he's doing uh with Perplexity Task right now. And he just talks about things like the macro calendar. And so he's based in London and I wasn't that interested in in the set of stocks he was talking about. And so I created some prompts. I created my own prompts that are um about US specific stocks. And so a morning digest of material disclosures. So this is focused on SEC filings and then also the US economic calendar and then I also created some prompts for the glo global macro calendar. I've also provided a set of prompts for various trackers. So I really like to build trackers in Python and things like that. So it makes me a little sad that you can just type a prompt and do all this now but also you know happy I don't have to do all that work. Uh but now everyone can do this stuff with just a natural language. And so rather than parsing all these uh SEC documents and and congressional trades and things like that, um you can just type in a prompt and so keep track of congressional trades, I can get a report there of congressional uh trading activity and view the full response here. And so you can see for example here the some of these are very small. So this is a Marjorie Taylor Green bought Palunteer Pepsi and then some people are just buying or she also just brought US Treasury bills uh things like that and then some private investment vehicle right there. And so you can get a report on these transactions at whatever cadence you prefer. I also have this uh social ARB uh example here. There's a YouTube channel called Dumb Money with Chris Camilillo who is in one of those uh unknown market wizards books and he's always talking about upcoming trends and what's going on that maybe Wall Street uh isn't looking at. And so he likes to look at Tik Tok, Twitter, and things like that and kind of stay on top of things like uh beauty, fashion, and things like that. uh was it on running shoes and and different ideas like that that are happening. And so uh this can often give you certain signals for things that um maybe maybe you haven't heard about yet. And so this probably requires a little bit of work, but I I came up with a prompt there with some examples. Uh the other one here I have is hot hands is what I called it, but this is really just uh institutional investors and what they're doing looking at 13F filings, ETF managers and things like that. and then have and uh social media signals like what they're talking about on YouTube and podcasts. There was a time in the past where you could basically just buy what Kathy Wood bought and then it was all just popping. Eventually, it all crashes down. So, you want to be careful uh chasing things like that. But that's another idea I had here. Uh insider trading. So, like the what what is the seauite and director level uh buying and selling uh any unusual sales there. I also have an IPO tracker here if you want to keep track of, you know, who Figma and companies like that that have an upcoming IPO. Maybe you can get an allocation. Hopefully, you got one in like Circle or one of these hot companies, Rubric and things like that, Reddit and so forth. And the final category I have here is portfolio specific prompts. If you want some weekly report on all all the stocks in your portfolio or you want to be notified when there's new SEC filings, things like that, uh the possibilities are endless here for the ways you can automate various investment tasks. As long as you can describe it in words, get you can send it off to this little AI agent. It'll do all the work, fetch all the news, do the web search, and write a report, send it back to you. So that's Perplexi Task. But wait, one more thing. Price alerts. Are you getting it? Earnings hub. Perplexity tests, price alerts, they're all the same thing. They're all part of Perplexity uh finance. So, how do you create a price alert and what does it look like? Well, if I go over to this inbox here, you'll see that I have a price alert. So, this is not just uh language data. This is actually looking at real time market data. And so, I have a price alert here on Micron. Every time it goes up by a certain percentage, I can do that. Uh I can configure that, right? Right? And so I can get an alert when it moves by 1% or past $200 for instance, I can I can know or if it drops really fast and I want to panic out of it, I can get an alert that Micron dropped 50% overnight and then I can see why. And then not only do I get the numerical data, I also get the context of what surrounded that price move. Now 1% is really too sensitive because this stock moves around all over the place. But what you can do is configure this price alert and get uh some type of analysis and context around what may have caused the price move. A lot of it, you know, you can't really tell necessarily a major price move. You probably could. And then so you can get some idea of both the technicals and also things around the sector. So it talks about the semiconductor sector, the 50-day moving average. It even goes into the RSI and oversold territory and things like that. Uh post- earning sentiment and so forth. And so this tries to write a report on this uh price movement. And so price alerts is a new feature that can be created under perplexity task. So there's a schedule task, but there's also alerts. So I have a price target and a price movement. So I can create a new version. So this isn't a uh schedule task. I want to create a price alert. And so let's say I'm interested in uh AMD for instance there. And I want to see um I want to alert when it goes above 170 if it ever does. And then we have a prompt here that's associated with that. And so I can say when it eclipses this amount, run this prompt. And I can add additional uh instructions. So however you want to customize that is up to you. So I think that's a pretty cool feature that you can get price alerts. Now one thing that would be cool here, if you watch my channel a long time ago, I did what's called Trading View alert web hooks. And so rather than just getting an email, sometimes it's nice to get that as structured data. One thing you could do with trading view for view for instance for traders is you could uh format the response as JSON and so you could get the actual price right there and like uh send indicators and things like that and and what I demonstrated how you could do years ago in like 2019 I showed how you could take that structured data and actually automatically place a trade. I realize uh that's super risky uh stuff to do, but it unlocks a lot of possibilities if you could send structured data to a web hook. means your own program can process that data and and execute any type of custom workflow or actions that you want to happen. So I think that would be a super cool feature not only for uh price alerts, I think that would be cool for the deep research scheduled task as well rather than just sending them an email and you clicking to the website and there might be uh licensing reasons why they don't do this. I just discussed the open uh AI deep research API and how they can send you a web hook uh when it's done and you can process that and store it in your own database. And they probably don't want to provide that uh for free, but it'd be pretty cool. Another thing I'd like to see uh while I'm talking to uh someone at Perplexi that hopefully would watch um is um rather than just sending me this report, I think it'd be cool if it was aware of the context of what it already told you. So, for instance, uh this replet report that I have here is going to uh tell me about replet again and it might talk about things that I already know. So, you know, the $70 million ARR and whatnot. And if I scheduled this on a regular basis, then um there's a lot of the stuff that I already know that will probably get repetitive over time. And so, what I think would be cool is it knowing the context of what it's already told you. And so if this ran again, it passed the context of like, oh, this is what I already told you in a previous alert. Uh, let me look at that and then tell you just like what's the new stuff? Tell me something I don't know. Right? And finally, I'll mention the Coinbase integration for the crypto investors and traders out there. Uh, some of you, if you watch this channel like four or five years ago, you know that I worked at Coinbase for a short uh period of time. And so uh I still follow this company. And so there was a strategic partnership between Perplexity AI and Coinbase. And so Coinbase is providing the real-time market data for the crypto uh section of Perplexity Finance. And so you have the overall crypto indices. You know, Bitcoin is like the Dow or S&P 500 of the uh crypto world. And then you have Ethereum, Salana, and then you have the Coinbase Coin 50, which is a a basket of of crypto uh currencies here. And then you can see, you know, which ones are hot right now. I even saw Axi Infini uh recently on here, which was kind of funny. But, you know, Ethereum is one that's that I've been watching lately. If you trade it, a lot of people just own Bitcoin and just leave it alone, which is totally fine, but you can follow all the latest news on any uh cryptocurrencies here. Most of it's just people following price and number go up and things like that. But, nonetheless, very interesting. And I also briefly looked into other plans they might have here. So right now it's just real-time crypto market data which you know pretty much everyone has already but there might be some deeper integrations with like looking at the low level of transactions on the blockchain or maybe they'll integrate with like the white papers for each cryptocurrency or something like that. So um that's it for this video. I know we covered a lot of different features. I just wanted to briefly discuss some new features of uh Perplexity Finance. The last video I made on this was pretty popular but they've been aggressively adding new features. So this is becoming more and more useful. So now we have the earnings hub, we got the live transcripts, perplexity tests, uh price alerts, and Coinbase integration. That's it for now. See you in the next video.