‘Perplexity Tasks’ – Could this be your answer?

Automate Your Investment Research with Perplexity Tasks (19th July 2025):

At diy-investors.ai, we’re always looking for ways to improve the efficiency of our investing. This requires constant vigilance and timely access to crucial information. Imagine if your investment research could run itself automatically while you focus on strategic decisions or even while you sleep. Well, now it can… at least to a certain extent, thanks to Perplexity AI’s task automation feature. In this post, we’ll explore how you can streamline your investment research using Perplexity Tasks, transforming your workflow into a highly efficient and automated machine.

Automate Your Investment Research

Perplexity AI has introduced a groundbreaking feature for Pro and Enterprise users known as “tasks.” This feature allows you to automate the execution of specific queries at scheduled times—be it daily, weekly, or monthly—delivering detailed reports directly to your digital doorstep. This personal research assistant never sleeps, ensuring you are always one step ahead in the dynamic world of finance.

Setting Up Automated Tasks

Mick, an experienced Perplexity user, shares his experience of using Perplexity tasks to streamline market monitoring. What used to take him hours each week can now be accomplished automatically. The first treasure trove of information he automates is the London Stock Exchange Regulatory News Service announcements (LSE RNS). These are crucial for UK investors when making prompt investment decisions.

Note: Perplexity Tasks requires a ‘Pro’ subscription but in our opinion, this subscription will pay for itself, if you have several portfolios that you need to monitor and you carry out your own investment research. This is particularly true if you’re working and are regularly commuting when the markets open. You can have your ‘personalised’ (portfolio specific) automated reports digitally delivered (phone, slack, e-mail etc), so that you can quickly take stock of the morning’s news before getting stuck into your days work.

If you’d like to get a $10 discount (from the normal $20/month charge), for a one month trial of Perplexity Pro, then check the offer details HERE!

Here’s an example of how you can set up a daily automated task, reporting on RNS announcements :

1. Navigate to Perplexity Pro: Open your account, find ‘tasks’ in the menu.
2. Enter the Prompt: You’re seeking a comprehensive summary of all LSE RNS announcements from the past 24 hours, focusing on price-sensitive declarations such as mergers, acquisitions, trading updates, and director dealings. Specify a list of your stocks (or link to a portfolio file on google drive or dropbox).
3. Schedule the Task: Set it to run (say) every weekday at 7:30am, right before the markets open. This gives you an edge, providing the latest news before most retail investors begin their day.

Weekly Portfolio Performance Reports

Another valuable Perplexity task Mick shares is the automation of weekly portfolio performance reports. Here’s a streamlined process for this task:

• Compile Key Information: For each stock, gather weekly price performance, critical news and developments, analyst ratings, upcoming earnings, and a technical analysis summary.
• Set a Convenient Schedule: Run this task every Saturday morning so you have the week-end to read & digest the report(s). You’re set for the week ahead, having read your tailored professional-grade analysis report, freeing up your weekend.

Additional Automation Ideas

Beyond monitoring LSE RNS and your portfolio’s performance, Mick suggests more creative ways to use Perplexity tasks, expanding the reach of your automation toolkit:

• 1. Track Sector Money Flows: Analyse and identify rotation trends by monitoring sector inflows and outflows.
• 2. Monthly Dividend Alerts: Create alerts for upcoming dividend dates, changes, and yield information, staying informed on any cuts or increases announced.
• 3. Economic Calendar Alerts: Summarise key economic releases, understanding their market impact and keeping up with macroeconomic trends.
• 4. New IPOs and Listings: Collect and analyse data on new stock market entries, noting the business description and initial reception.
• 5. Insider Trading Activity: Focus on significant insider trades, using purchase patterns as potential positive signals.

Tips for Optimizing Perplexity Tasks

To ensure the tasks you set up are as impactful as possible, Mick offers several invaluable tips:

1. Be Specific with Prompts: A detailed prompt results in a more targeted report. Specify stocks or sectors and any additional information you need.
2. Stagger Scheduled Tasks: Avoid drowning in a sea of information by scheduling reports at different times rather than all at once.
3. Refine Your Prompts: After the first week, assess the outcomes. Adjust the criteria to better suit your needs and investment style.
4. Clear Naming Conventions: Label tasks with relevant indicators like “daily,” “weekly,” or “monthly” for easy management and quick access.

Conclusion

Perplexity AI’s task automation feature can dramatically improve your investment research process, saving you time and effort. By embracing automation, you gain more comprehensive insights than manual analysis could provide, allowing you to make informed investment decisions confidently. Start by automating LSE RNS announcements to see the transformative power of Perplexity tasks firsthand. With these tools, you’ll elevate your investment strategy while efficiently managing your resources and time.

Ready to take your investment research to the next level? Try Perplexity Tasks and let us know what investment tasks you’re excited to automate!

Risk Warning: Investing involves significant risks, including the potential loss of your entire investment. The value of investments can fluctuate, and past performance is not indicative of future results. This report does not constitute financial advice; you should carefully assess your financial situation, risk tolerance, and investment objectives before making decisions. Always conduct your own research (DYOR) and consult an independent financial advisor if necessary.

DYOR: Cedric, Mick’s Research Assistant [edited by Mick: 19th July 2025].