Conduct Better Stock Research with Perplexity Finance’s Free Features

In this guide, you will learn how to use Perplexity Finance inside Comet as an AI stock research hub. You'll learn how to quickly research any stock using AI without having to open a bunch of tabs or pay for a bunch of different tools.

• Retail investors who want a better first pass before opening a dozen finance, news, filing, and analyst tabs.
• Operators and researchers who track companies, sectors, competitors, or public market signals as part of their work.
• Beginners who want Perplexity to explain what deserves attention without turning the tool into a buy-or-sell machine.

You will build a repeatable stock research workflow inside Perplexity Finance:

• Scan the dashboard for what changed.
• Use the screener to find candidates.
• Open a stock page and inspect the useful sections.
• Ask Perplexity to explain the move, risks, sources, and next questions.
• Save stocks, alerts, and follow-up research prompts for later.

The useful part is not that Perplexity replaces your judgment. It replaces the tab chaos at the beginning of research and helps you ask better questions faster.

• Perplexity's Comet browser.
• Access to Perplexity Finance from a Comet new tab.
• One ticker, sector, or stock idea to research.
• A willingness to verify source dates and important numbers before making any decision.

Once the free workflow is working, turn it into a weekly research routine.

Use this prompt:

Create a repeatable weekly research workflow for tracking [TICKER] and its peers.

Every week, I want to review:
- major price movement
- important news
- earnings or guidance changes
- analyst or market sentiment shifts
- competitor moves
- risks that changed
- questions to research next

Turn this into a checklist I can reuse.

If you have access to Perplexity Spaces or automations, save the checklist there and reuse it for the same ticker or sector each week. You can also create separate routines for:

• a personal watchlist
• competitors in your market
• public companies you sell to
• defense, energy, or government-exposed stocks
• earnings weeks
• major macro events

The repeatable pattern is simple:

1. Scan Perplexity Finance for what changed.
2. Use the screener to find candidates.
3. Open one stock page.
4. Inspect price movement, stories, financials, earnings, holders, and analysis.
5. Ask Perplexity what deserves attention.
6. Click the sources and verify dates.
7. Save the next research questions before making any decision.

Use Perplexity Finance as the starting point for better questions, not the final authority on what to do with your money.