In the digital space, access to accurate information about stocks and investments is crucial. PerplexityPro offers you a platform to conduct in-depth analyses and utilize data to make informed decisions. In this guide, you will learn step by step how to effectively use the "Research" function of Perplexity Pro to learn more about stocks or savings plans.

Key Insights

  • Perplexity Pro allows the selection of different AI models to receive customized analyses.
  • The "Research" function provides detailed reports, charts, and comprehensive sources.
  • You can tailor and deepen information according to your specific questions.

Step-by-Step Guide

Getting Started with Perplexity Pro

First, it is recommended to subscribe to Perplexity Pro to access all advanced features. A monthly price of $20 makes this tool a cost-effective solution to significantly enhance your analytical skills. To get started, simply log into your Perplexity account and navigate to the Pro version.

Professional stock analyses with Perplexity Pro

Selecting the AI Model

In this new approach, various AI models are available to you. Compared to the free version, which does not offer this feature, you can select the best and latest model from Google, Gemini 2.5 Pro, in the Pro version. By clicking on the corresponding model, your text is rewritten and tailored to your needs without needing separate subscriptions for the different models.

Professional stock analyses with Perplexity Pro

Creating a New Chat

To start your analysis, click the plus symbol to open a new chat. Here you can pose a specific inquiry, for example, whether it would be sensible to acquire shares of BYD. Be sure to formulate your request as precisely as possible to receive relevant results. In the Pro version, you have the option to select a Pro Search, which considers three times as many sources.

Professional stock analyses with Perplexity Pro

Using the Research Function

Activate the "Research" function to receive detailed reports with multiple sources, charts, and advanced reasoning. Your analysis may take some time, but you can use this time to engage in other activities. This function provides you with comprehensive and structured information to make an informed decision about your investment.

Professional stock analyses with Perplexity Pro

Analyzing the Results

Once your search is completed, you can view the gathered data. You will find that around 40 sources are used for the analysis. A chart will be displayed illustrating the stock's development, helping you to identify trends. The conclusion may provide you with a positive assessment of fundamentally stable business models and possibly recommend considering this stock for long-term investments.

Professional stock analyses with Perplexity Pro

Diving Deeper into the Analysis

If you want to dive deeper into specific aspects, you can extract specific information from the reports and query them in detail. If certain paragraphs are particularly important to you, highlight them and add follow-up questions to gain more clarity on specific topics. This allows for a continuous exchange with the AI to further refine your analysis.

Professional stock analyses with Perplexity Pro

Conclusion and Further Options

Finally, you receive a summary section that outlines when the best time for savings plans would be and how you can build a step-by-step investment strategy. The result might, for example, indicate that it makes sense, based on scientific studies, to establish a savings plan over specific calendar days in order to benefit from higher returns.

Professional stock analyses with Perplexity Pro

Summary – Perplexity AI: From Simple Questions to Professional Analysis

Perplexity Pro is a powerful tool for investors to conduct high-quality analyses for active investment decisions. The "Research" function combines information from multiple sources, provides charts, and helps you make informed investment decisions.