Learning Timeline
Key Insights
The Advantage of User Context
Perplexity Computer can leverage context from your previous searches. If you are a 'Value Investor', the AI will automatically tailor the tone and analytical angle of the memo to match that specific investment style.
The Power of Sub-Agents
One of the core strengths of 'Computer' mode is the use of sub-agents. Instead of just writing text, the AI directs specialized mini-agents to perform specific tasks—like processing CSV data or rendering charts—before consolidating everything into the final report.
Prompts
Stock Analysis & Investment Memo Prompt
Target:
Perplexity AI
Build me an investment research memo on [Ticker Symbol]. Pull their latest financials. Build a comprehensive PDF with charts. Download the price history in CSV and build a complete PDF with charts using a sub agent.
Step by Step
Steps to Generate an Investment Memo with Perplexity Computer
- Open the Perplexity interface and ensure you are using 'Computer' mode or have the Research Agent capabilities active.
- Enter a stock ticker (e.g., SHOP for Shopify) into the input box along with instructions to build an investment memo.
- Let the AI initiate its 'Data Visualization' and 'Research Assistance' skills to automatically pull the latest financial data.
- Confirm or direct the AI to fetch 'analyst estimates' and conduct 'analyst research' to gather market expert insights.
- Provide additional instructions to generate the report in PDF format, including visual charts.
- Monitor the status of 'sub-agents' as they work on processing the price history and converting it into CSV format.
- Wait for the AI to finish merging all the data, then click on the generated PDF link to download the complete report.
