tech

Perplexity for Finance

The dedicated research team

Perplexity for Finance

TL;DR

  • Perplexity Computer is designed for financial professionals across various institutions like hedge funds, wealth management, and private equity.
  • It automates deep research by parsing earnings, tracking catalysts, and monitoring news and data feeds.
  • The tool generates post-earnings reports, analyzes market catalysts, and distills ingested data into structured insights for investment memos and models.
  • Users can connect licensed datasets from providers like Morningstar and PitchBook, and use built-in tools for SEC filings, transcripts, and market data.
  • Perplexity offers verified answers linked to original sources, uses the best AI models for specific tasks, and can draft and format various documents like memos and reports.