🚀 The Ultimate Perplexity Labs Playbook: 200+ Financial Analysis Use Cases That'll Transform Your Workflow

"AI won't replace you. But someone using AI just might."

Let me tell you a truth that changed everything for me: I spent years grinding through Excel models, manually pulling market data, and building reports from scratch. Then I discovered Perplexity Labs – and realized I'd been doing financial analysis like it was 2010.

Here's what blew my mind: Labs isn't just another chatbot. It's a full-stack project engine that transforms a simple prompt into dashboards, models, reports, and even mini web apps. All with live data, interactive charts, and working code. In about 10 minutes.

After months of deep diving, testing hundreds of prompts, and pushing every feature to its limits, I'm sharing the most comprehensive guide you'll find anywhere – 200+ actual use cases with copy-paste prompts that work.

🎯 But First, Let's Start Simple

Before we dive into those 200+ advanced prompts, let me share something that changed my daily routine completely.

You know that feeling when you're drowning in 47 browser tabs every morning? Checking Bloomberg, Twitter, Reddit, and 12 news apps just to feel "informed"? Spending 2+ hours on market research before you even start trading?

I used to be that person.

Now I get better market intelligence in 10 minutes using three simple Perplexity prompts. No noise. No fluff. Just the intel that actually moves money.

Stick around—I'm sharing my exact daily workflow at the end of this newsletter. 👇

🧑‍💻 Why Perplexity Labs Changes Everything

Traditional financial analysis meant juggling multiple tools, manual data entry, and hours of formatting. Labs consolidates all of that into one AI-powered workspace that:

• Pulls real-time data from Financial Modeling Prep, market APIs, and financial databases

• Generates complete projects – not just text answers but actual deliverables

• Runs code behind the scenes for complex calculations and modeling

• Creates interactive visualizations that you can download or share

• Cites sources so you can verify everything

The kicker? It achieved 60% accuracy in earnings prediction versus 53-57% for human analysts, while compressing 48-hour analysis to 2 minutes.

🛠️ The 5 Essential Financial Templates You Need Today

💳 Money Manager

Your AI-powered CFO for personal and business finances. Tracks spending, creates budgets, and gives personalized optimization strategies.

Power Prompts:

• "Create a comprehensive monthly budget based on my income of $[AMOUNT] with these expenses: [LIST]. Include emergency fund targets, investment allocation, and debt payoff strategy"

• "Analyze my spending patterns over the last 12 months and identify the top 5 areas where I can cut costs without impacting quality of life"

🪟 Stock Screener

Queries the S&P 500, 5000+ US stocks, and major international markets. Updates weekly with fresh data.

Power Prompts:

• "Find stocks meeting ALL criteria: Weekly Golden Cross, Daily RSI < 40, Volume spike > 300% 20-day average, with optimal entry/exit strategies"

• "Screen for potential short squeeze candidates: Short interest >30% of float, Days to cover >5, Institutional ownership increase >15% last quarter"

🎙️ S&P 500 Transcripts

Access any S&P company transcript within 15 minutes of earnings calls ending. Just use format like "TSLA Q1 2025".

Power Prompts:

• "Analyze AAPL's last 4 earnings calls for mentions of AI strategy and quantify management's confidence level with specific quotes"

• "Compare guidance revisions across all FAANG companies this quarter and identify diverging narratives"

🧓 What Would Buffett Say

Channels the Oracle of Omaha's wisdom, grounded in his actual letters and principles.

Power Prompts:

• "Analyze [Company] through Buffett's four filters: understandable business, favorable economics, able management, sensible price"

• "What would Buffett say about the current AI stock valuations compared to the dot-com bubble?"

🕋 Due Diligence Data Room

Upload pitch decks, financials, and documents for instant VC-grade analysis.

Power Prompts:

• "Analyze this startup's unit economics, compare to top quartile SaaS companies, and calculate required funding to reach profitability."

• "Evaluate this acquisition target against our investment criteria and similar deals in the past 24 months."

💸 200+ Financial Analysis Use Cases (With Copy-Paste Prompts)

Stock Analysis & Equity Research

Company Deep Dives:

• "Conduct institutional-grade analysis of [TICKER]: business model in 8-year-old terms, revenue streams, capital intensity, competitive moat, and bear/bull cases with price targets"

• "Generate a short report on [Company]: major risks, bearish articles from last 90 days, and probability of 20%+ decline"

• "Compare [Company]'s last 5 years of financials to identify accounting red flags, aggressive revenue recognition, or deteriorating cash conversion"

• "Analyze [Company]'s management quality: CEO/CFO track record, compensation vs performance, capital allocation decisions, and guidance accuracy"

• "Build a sum-of-the-parts valuation for [Conglomerate], valuing each segment separately with appropriate multiples"

Sector & Industry Analysis:

• "Create a competitive landscape map for [Industry] showing market share, growth rates, margins, and strategic positioning of top 10 players"

• "Identify disruption risks in [Sector]: new technologies, changing regulations, shifting consumer behavior, and emerging competitors"

• "Analyze pricing power dynamics in [Industry]: input costs, competitive intensity, switching costs, and elasticity of demand"

• "Map the value chain for [Industry] identifying margin expansion opportunities and bottleneck risks"

• "Compare unit economics across [Industry] players: CAC, LTV, payback periods, and contribution margins"

Technical Analysis:

• "Find stocks with bullish divergence between price and RSI, confirmed by increasing volume and breaking resistance"

• "Identify cup-and-handle patterns forming in technology stocks with market cap > $10B"

• "Screen for stocks bouncing off 200-day moving average with MACD crossover and volume surge"

• "Analyze [Stock]'s technical setup across multiple timeframes and identify key support/resistance levels"

• "Find pairs trading opportunities in [Sector] with correlation > 0.8 that have diverged > 2 standard deviations"

Options & Derivatives:

• "Analyze unusual options activity in [Stock] and identify potential catalysts driving the flow"

• "Calculate expected move for [Stock] based on options pricing and compare to historical earnings moves"

• "Design a collar strategy for my [Stock] position optimizing for cost and downside protection"

• "Identify the most attractive covered call opportunities in my portfolio based on premium and probability of assignment"

• "Build an options strategy to profit from [Event] with defined risk and 3:1 reward ratio"