Finding Alpha with Perplexity

Perplexity queries and Spaces shared in the session

• History of all previous government shutdowns and impact on market

• Create a regression analysis on meta's capex spend vs. revenue growth over last 10 quarters

• Pull 8 quarters of Meta's Capex data and put it in an excel. cite where you sourced this information from and any calculations you made. 

• What are some M&A targets for SoFi?

• Space to research M&A targets 

  
  

Data Sources & Integration

What data sources does Perplexity integrate with alongside web search?

Perplexity integrates with multiple professional financial data sources:

• FactSet - Real-time market data, company financials, estimates

• Crunchbase - Private company data, funding rounds, startup intelligence

• Public filings - SEC EDGAR, international regulatory filings

You can also connect to:

• File apps: Sharepoint, One Drive, Google Drive, Sharepoint, Dropbox, and Box

• Communication apps: Gmail, Google Calendar, Outlook, and Slack

• Project management apps: Notion, Linear, and Github

If you’re looking for additional app connectors, try our new agentic browser Comet that uses your browser as context to your question. 

Can Perplexity analyze financial documents like 10-Ks and earnings reports?

Yes, select the Finance toggle in the source bar to ask questions of SEC EDGAR filings. 

• Ask questions about specific sections or data points

• Compare documents across multiple quarters or companies

• Extract key metrics and generate summaries

• Cross-reference information across multiple documents

Does Perplexity have access to real-time market data?

Perplexity provides near real-time market information for stock prices (standard for non-professional data feeds).

Can I export search results and analysis?

Yes, you can with the following options: 

• Copy responses directly to clipboard

• Share via link to colleagues

• Export to PDF, DOC, and markdown is available today. Exporting to XLS, PPT is coming soon

What's your data retention policy?

For Pro users:

• Search history is retained indefinitely in your account

• You can delete individual searches or clear history

• File uploads are retained for 30 days

For Enterprise users: Admins can customize data retention

What is the Comet browser and how does it work?

Comet is Perplexity's AI-powered browser that lets you:

• Navigate websites with AI assistance

• Automatically summarize web pages

• Extract specific information from sites

• Compare data across multiple pages

• Fill forms and interact with web applications

For finance professionals, Comet is excellent for:

• Researching company websites

• Gathering competitive intelligence

• Monitoring news and announcements

• Analyzing investor relations pages

Can I use Perplexity for stock screening and portfolio analysis?

Yes, Perplexity can be used for but not limited to:

• Stock screening - "Find large-cap tech stocks with P/E ratios under 20 and revenue growth over 15%"

• Portfolio analysis - Upload your holdings and ask for risk analysis, sector exposure, or rebalancing suggestions

• Comparative analysis - Compare multiple companies across various metrics

• Thematic research - Explore investment themes and find relevant opportunities

Can I create custom templates or saved searches?

Yes, through Perplexity’s Spaces feature users can:

• Save frequently used searches

• Create template prompts for common analyses

• Organize research by deal, company, or sector

• Share collections with team members (Enterprise)

• Build knowledge bases for recurring workflows

Spaces help finance teams standardize research processes and maintain consistency. 

Security & Privacy

Is Perplexity secure enough for sensitive financial research?

Yes, Perplexity takes security seriously with:

• Encryption - All data in transit (TLS 1.3) and at rest (AES-256)

• SOC 2 Type II certified - Independently audited security controls

• GDPR compliant - Full compliance with European data protection regulations

• No training on your data - Your queries and documents are never used to train AI models

• Private searches - Enterprise includes private search modes that don't save history

  
  

Enterprise customers get additional security features:

• SSO and SCIM onboarding

• Audit logs

• Custom data retention policies

  
  

Pricing & Plans

Can I upgrade from Pro to Enterprise mid-subscription?

Absolutely. When you upgrade from Pro to Enterprise, we'll prorate your remaining Pro subscription and apply the credit toward your Enterprise plan. 

What happens if I exceed my seat count on Enterprise?

Enterprise plans are flexible. You can add seats at any time, and we'll prorate the cost for the remainder of your billing period. 

Do you offer month-to-month Enterprise plans?

Yes we offer both monthly and annual billing. 

Is there a discount for large teams?

Yes! Enterprise pricing scales with volume. Teams with 250+ seats receive progressively better per-seat pricing. Contact us for a custom quote based on your team size.

Can different team members have different access levels?

Yes, Enterprise plans include role-based access controls. Admins can assign different permission levels to team members, control feature access, and manage data sharing policies across the organization.