Automating DIY-Investing Routines (Mick’s Progress)

Automating my DIY-Investing Routines (with Perplexity Tasks): 9th July 2025

As we all know, investing in the stock market requires constant vigilance and timely access to crucial information. One of the challenges that I’ve set myself is to automate some of my routine tasks, to free up time to focus on strategic decisions. Well, now I’m happy to share my initial success – thanks to Perplexity AI’s task automation feature. In this post, we’ll explore how you too can streamline your investment research using Perplexity tasks, transforming your workflow into a highly efficient and automated machine. You can see my results in the video (below)…

Automate Your Investment Research

Perplexity AI has introduced a groundbreaking feature for Pro and Enterprise users known as “tasks.” This feature allows you to automate the execution of specific queries at scheduled times—be it daily, weekly, or monthly—delivering detailed reports directly to your digital doorstep. This personal research assistant never sleeps, ensuring you are always one step ahead in this dynamic but challenging world of DIY-Investing.

Setting Up Automated Tasks

I’ve been using Perplexity for some months, perhaps making me an experienced user. So I’m delighted to share my recent experience of using Perplexity tasks to streamline my market & portfolio monitoring. What used to take me hours each week can now be accomplished automatically. One of the first challenges that I set Perplexity Tasks was to tap into the ‘treasure trove’ of information available from the London Stock Exchange Regulatory News Service announcements (RNS). These announcements are crucial for UK investors when making prompt/timely investment decisions.

Here’s how you can set up a similar task:

• Navigate to Perplexity Pro: Open your account, find ‘tasks’ in the menu.
• Enter a Prompt – such as: You’re seeking a comprehensive summary of all LSE RNS announcements from the past 24 hours, focusing on price-sensitive declarations such as mergers, acquisitions, trading updates, interim & full year financial results and director dealings (you can target a list of shares if you wish).
• Schedule the Task: Set it to run every weekday at 7:30 AM, right before the markets open. This gives you an edge, providing the latest news before most retail investors begin their day.

Weekly Portfolio Performance Reports

Another valuable Perplexity task that I’ve recently automated is to set up weekly portfolio performance reviews.

Here’s an outline of the streamlined process for this task:

• Compile Key Information: For each stock, gather weekly price performance, critical news and developments, analyst ratings, upcoming earnings, and a technical analysis summary.
• Set a Convenient Schedule: Run this task every Saturday morning so you are ready for the week ahead with a professional-grade analysis, freeing up your weekend.

Additional Automation Ideas

Beyond monitoring RNS announcements and your portfolio’s performance, I’ve identified a few more creative ways to use Perplexity tasks, to expand the reach of your automation toolkit:
1. Track Sector Money Flows: Analyse and identify rotation trends by monitoring sector inflows and outflows.
2. Monthly Dividend Alerts: Create alerts for upcoming dividend dates, changes, and yield information, staying informed on any cuts or increases announced.
3. Economic Calendar Alerts: Summarise key economic releases, understanding their market impact and keeping up with macroeconomic trends.
4. New IPOs and Listings: Collect and analyse data on new stock market entries, noting the business description and initial reception.
5. Insider Trading Activity: Focus on significant insider trades, using purchase patterns as potential positive signals.

Tips for Optimizing Perplexity Tasks

To ensure the tasks you set up are as impactful as possible, here are a few tips:

• Be Specific with Prompts: A detailed prompt results in a more targeted report. Specify stocks or sectors and any additional information you need.
• Stagger Scheduled Tasks: Avoid drowning in a sea of information by scheduling reports at different times rather than all at once.
• Refine Your Prompts: After the first week, assess the outcomes. Adjust the criteria to better suit your needs and investment style.
• Clear Naming Conventions: Label tasks with relevant indicators like “daily,” “weekly,” or “monthly” for easy management and quick access.

Conclusion

Perplexity AI’s task automation feature can dramatically improve your investment research process, saving you time and effort. By embracing automation, you gain more comprehensive insights than manual analysis could provide, allowing you to make informed investment decisions confidently. Why not start by automating RNS announcements from the LSE, to see the transformative power of Perplexity tasks firsthand. With this Perplexity tool, you’ll elevate your investment strategy while efficiently managing your resources and time.

If you’d like to subscribe to Perplexity Pro, you can get $10 off your first month’s use, by using this link to join. You’ll also be helping us, as we’ll also get a $10 discount on our next month’s billing cycle. If you do try out Perplexity Tasks, do let us know how you get on… we’d love to know what investment tasks you’re excited to automate!

Ready to take your investment research to the next level? Why not join our DIY-Investors’ Inner Circle, details can be found HERE.

Mick (9th July 2025)