US Precious Metals Uncovered (23rd September 2025)
Unlocking the Power of Perplexity Tasks: Automation for Maximum Research Efficiency
Regular readers/members will know that I’ve set myself several challenges to automate my routine tasks, to free up time to focus on strategic decisions. I’m pleased to say that I’m having reasonable success, thanks to Perplexity AI’s task automation feature, especially when combined with Perplexity Spaces (Cedric) and google sheets (hosting live data tables). In this post, we’ll explore how you too can streamline your investment research using these techniques, bringing greater efficiency to your investing. You can see my results in the video (below)…
In today’s fast-paced investment landscape, staying ahead of market trends is crucial. Yet, around 95% of Perplexity Finance users are overlooking its most powerful features? While many investors manually sift through stock updates one by one, there’s an automation system within Perplexity that can deliver institutional-grade intelligence every single morning before you’ve even had your coffee (or weekly/monthly – depending on the topic). Members will find the post containing the report, produced in the above video, HERE!
Maximizing Efficiency with Perplexity Finance
In just 12-15 minutes, you can transform your research workflow from 18 to 20 hours a week to a mere 60 to 90 minutes of reviewing pre-analyzed insights. As an avid user of Perplexity Tasks and Shortcuts, I’ve seen firsthand how this platform is democratizing Bloomberg terminal capabilities at the cost of a Netflix subscription. This article will explore the automation techniques that separate casual users from serious investors, emphasizing Perplexity’s advanced features such as Tasks, Labs, and Spaces.
Unveiling the Hidden Features
One of the most overlooked gems in Perplexity Finance is its Tasks feature, available to pro subscribers. This notably powerful tool creates scheduled, recurring intelligence reports on any specified topic, going beyond simple alerts to offer comprehensive, multi-source analyses. Imagine having a team of junior analysts who work round-the-clock, never missing a deadline, and synthesizing information from hundreds of sources—all tailored by AI to meet your specific investment needs.
Revolutionising Research with Perplexity Labs
The real magic happens with Perplexity’s deep research capabilities. By setting up a Perplexity Task to run monthly reports, you can receive automatic updates that save you time, providing you with a competitive edge. The case study in the video above shows an example, using Cedric (my virtual research assistant within Perplexity Spaces). I’ve tasked him to carry out an analysis of the US precious metal miners sector. Within Perplexity Labs, I selected various data sources, including ‘live data’ spreadsheets from Google Drive, earnings reports, SEC filings, and more to analyse 64 stocks. Within minutes, Cedric had processed the data, generating a comprehensive report that would take a human analyst hours to complete. This is just one example of how deep research within Perplexity Spaces can transform your investment workflow.
Step-by-Step: Creating Automated Intelligence Systems
Whether you’re new to automation or seeking to refine your approach, here’s my suggestion for a clear 4-step process to set up personalised investment intelligence using Perplexity:
1. Perfect Your Prompt: Always begin by testing the prompt manually to ensure you get the insights you need.
2. Create and Schedule Tasks: Convert successful analyses into daily, weekly, or monthly tasks to receive timely updates without any manual effort.
3. Optimize Scheduling: Receive reports at intervals that suit your workflow, like weekend mornings for deep analyses.
4. Refine and Monitor: Evaluate which alerts lead to actionable decisions, and adjust your prompts for improved results.
The Future is Here
Automated financial research isn’t a distant dream—it’s happening right now. With Perplexity’s advanced automation tools, you have a unique opportunity to leverage AI-driven intelligence precisely tailored to your investment needs. Whether you’re building wealth, managing portfolios, or competing with seasoned professionals, automated research can significantly enhance your decision-making process.
By embracing these technologies, you’re not just keeping pace with the future—you’re setting the standard. The question isn’t whether AI will revolutionise investment research; it’s whether you’ll be ahead of the curve or still manually scrolling through reports while others receive synthesised insights automatically.
Are you ready to take the next step? Join our community of DIY investors and revolutionize your investment research today. The democratization of institutional-grade intelligence is here—make sure you’re part of it.
Conclusion
Perplexity AI’s task automation feature, combined with spaces and good system & user prompting, 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 (data driven) investment decisions confidently. Why not start by automating SEC (US) or RNS (UK) announcements, for your stock holdings – to see the transformative power of Perplexity tasks firsthand. A weekly portfolio report is another good way to start your investment automation journey. It’s easy to implement, using Perplexity Tasks and you’ll instantly 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 (23rd September 2025)