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.