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Perplexity Finance | Best Free AI Tool for Stock Research

#AI Tools
2025-07-16 12:389 min read

Content Introduction

In this episode of 'Data with Dominic,' the host discusses a new tool called Perplexity Finance aimed at enhancing investing insights. This tool provides investor-grade market intelligence for free, including real-time data, summaries, and links to important filings and reports. The video explores various features of Perplexity Finance such as a user-friendly dashboard, AI-driven analysis, stock price movements, and comprehensive market overviews. Dominic shares how this tool can benefit individual investors and finance professionals by democratizing access to crucial information that was previously exclusive to Wall Street insiders. He demonstrates its capabilities, including accessing latest SEC filings and analyzing individual stocks with detailed performance metrics. The episode also covers potential future efficiencies, such as exporting data directly into Excel formats for easier analysis and reporting.

Key Information

  • The video is about Perplexity Finance, a new tool that provides investor-grade market intelligence.
  • Perplexity Finance offers real-time data, clean summaries, and links to actual filings and analyst reports.
  • The tool is designed to help users think clearer, work faster, and live better with access to financial information.
  • It includes features like market dashboards for US and crypto markets, watch lists for stocks, and AI-generated market summaries.
  • Users can query for real-time financial data on specific stocks using a natural language model integrated into the platform.
  • Perplexity Finance also consolidates SEC filings, providing direct access to the latest reports for companies.
  • The platform allows users to summarize earnings reports and provides insights on recent market movements.
  • Future features will include the ability to download and export data into spreadsheets directly from the platform.

Timeline Analysis

Content Keywords

Perplexity Finance

An AI-powered finance tool offering investor-grade market intelligence, real-time data, and insights on stocks and sectors. It supports advanced features such as dashboard for U.S. markets and crypto, watch lists, price movements, and SEC filings integration.

investing

A focus on how advanced tools and AI can help investors think clearer, work faster, and make informed investment decisions.

AI tools

AI features integrated into Perplexity Finance to summarize earnings calls, provide real-time insights, and allow users to query data efficiently.

financial summaries

The platform offers clean summaries and links to actual filings, providing investors with comprehensive insights into stock performance and financial health.

SEC Filings Integration

The addition of an SEC filings integration feature allows users to access the latest SEC reports directly through the chatbot.

market intelligence

The tool provides detailed analytics on market trends, stock performance, and significant news that affects investments.

dashboard

A user-friendly interface with access to various market data, performance tracking features, and overall financial insights categorized by sectors.

watch list

A section allowing users to build and customize their watch list for managing stocks effectively using AI tools.

earnings calls

The ability to summarize earnings calls into concise points for easier understanding of company performance.

financial freedom

Encouragement for users to utilize these powerful tools to secure better financial outcomes and independence.

Related questions&answers

What is Perplexity Finance?

Perplexity Finance is a new tool that provides investor-grade market intelligence powered by free real-time data, clean summaries, and links to actual filings and analyst reports.

How do I access Perplexity Finance?

You can access Perplexity Finance by visiting perplexity.ai on a desktop and navigating to the finance tab.

What features does Perplexity Finance offer?

Perplexity Finance offers features such as market dashboards, stock performance tracking, news summaries, earnings reports, and the ability to ask specific queries related to financial data.

Can I interact with Perplexity Finance using queries?

Yes, you can use queries or prompts to get the insights you need, such as asking for real-time financial data for specific stocks.

What types of reports can I find within Perplexity Finance?

You can find various reports including earnings reports, market news, and SEC filings for different companies.

Is there a mobile version of Perplexity Finance?

As of now, Perplexity Finance is only available on desktop browsers, but a mobile version will be released soon.

What are the expected benefits of using Perplexity Finance?

Using Perplexity Finance can democratize access to financial information and research, providing tools that were previously only available to Wall Street professionals.

Can I create a watchlist on Perplexity Finance?

Yes, you can create a watchlist to keep track of your preferred stocks and receive updates on their performance.

How can I summarize earnings calls using Perplexity Finance?

Perplexity Finance has AI capabilities to summarize earnings calls, highlighting key points such as revenue, business developments, and analyst insights.

Will I be able to export data from Perplexity Finance?

Soon, users will be able to collate and export data directly into Excel and PDF formats.

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