Guide to using Perplexity Labs for financial analysis

🚀 The AI Power Move: How Perplexity Labs Is Changing Financial Analysis (and More)

“AI won’t replace you. But someone using AI just might.” That line hit me like a cold shower the first time I heard it. And nowhere is it more true than in financial analysis.

If you’re still crunching numbers in Excel for hours, or Googling for the latest market data… let me tell you, there’s a better way. Enter Perplexity Labs — the AI workspace that’s quietly making analysts, founders, and creators rethink what’s possible.

Let’s break it down. Here’s what I’ve learned after diving deep into Labs, running my own projects, and poking at every feature I could find.

👋 What You'll Learn Today

• Why Perplexity Labs?

• 🛠️ Getting Started: How To Use Perplexity Labs

• 🧩 Templates: The Secret Sauce

  • The Top 5 Financial Analysis Templates

  • Beyond Finance: 4 Use Cases

• 💸 Deep Dive: Financial Analysis With Labs

• 🔍 Four More Killer Use Cases

• 📝 My Takeaway: The Builder's Mindset

• 🤔 Over to You

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🧑‍💻 The Setup: Why Perplexity Labs?

Let me tell you a truth: I used to think “AI for finance” meant a chatbot that could spit out stock prices. Boring. Labs is different. It’s not just another search box — it’s a full-on project engine. You give it a prompt, and it spins up dashboards, spreadsheets, reports, even web apps. All in about 10 minutes, with live data, charts, and code if you want it.

Perplexity Labs is built for anyone who wants to do more than just “ask questions.” It’s for building, automating, and actually getting work done — whether that’s market research, financial models, or content dashboards.

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🛠️ Getting Started: How To Use Perplexity Labs (Yes, Even If You’re New)

First, you’ll need a Perplexity Pro account — Labs is a premium feature, and honestly, it’s worth it if you’re serious about saving time.

Here’s the quick-start workflow:

Log in to Perplexity. On web or mobile, you’ll see a “Labs” mode option in the input bar.

Pick a template (or start from scratch). Labs comes with ready-made templates for things like financial dashboards, market analysis, project trackers, and more. Just click “Templates” and preview what’s available.

Describe your project. You can say things like “Build me a dashboard comparing top SaaS stocks over the last year” or “Create a report on AI market trends.” The more specific, the better.

Let Labs work. The AI will browse data, run code, and assemble your project — usually in under 10 minutes.

Review, tweak, download. You can edit the output, download spreadsheets, or even share a web app link.

And yes, you can access Labs on iOS and Android, not just your laptop.

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🧩 Templates: The Secret Sauce

Templates are a game-changer. They’re like “starter kits” — pre-built workflows for common use cases. Here’s what you’ll find:

• Financial dashboards: Real-time stock, crypto, index tracking.

• Market research reports: Competitor analysis, industry summaries.

• Content planners: Editorial calendars, social media dashboards.

• Project trackers: Kanban boards, Gantt charts, status reports.

• Data visualizations: Automated charting, trend spotting.

Just pick a template, fill in your details, and Labs does the heavy lifting. You can always customize or build your own from scratch if you want to get fancy.

Here's where most people mess up: they treat Labs like a blank canvas. But Labs comes with 40+ pre-built templates that are absolute gold mines for specific use cases.

The Top 5 Financial Analysis Templates You Need: