Why pay enterprise prices for data you can get with consumer AI?
Perplexity is going full blitz on their Finance platform and I expect their capabilities to accelerate
Here are the top 4 power tools I use from it:
-Market search: Real time news and stock indicators. IMO most helpful for high level understanding of companies
-Financial data uploading: Most IR websites have raw PDFs and excels you can upload for precise RAG. Combine this with prompts to supplement the most recent news or data
-Scenario analysis: Quick and dirty scenario analysis (eg portfolio impact based on interest rate hits) without needing to go into Python
-Doc fetching: I hate clicking buttons to retrieve info. Ask for source citations on primary sources of exactly what you need (eg transcripts, SEC filings)
I fully expect the capabilities here to rival Bloomberg as Perplexity integrates more data sources....
We've seen retail come into investing in a big way in the last decade and tools like this will only continue leveling the playing field
PS - Download link for the PDF here: https://lnkd.in/e7TrsAFE
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