20 Perplexity Prompts for Finance & Investing (2026)

Using Finance mode, give me a cited one-page overview of [ticker] as a table with these rows: what the business does, latest quarterly revenue and net income, market cap, P/E and forward P/E, analyst consensus rating, 52-week price target range, and the three biggest risks. Add an "as of [date and time]" next to every quantitative figure, and link a primary source for each row. Do not include any figure you cannot cite.

Explain how [ticker] actually makes money. Break revenue down by segment and by geography using the most recent 10-K or 10-Q, as a table with each segment's revenue, share of total, and year-over-year growth. Cite the filing section or page for every number and note the fiscal period it covers. Flag any segment where the company changed its reporting definitions.

Give me the current valuation multiples for [ticker] in a table: P/E (trailing and forward), P/S, EV/EBITDA, price-to-book, and PEG. For each, show the value with an "as of [date]" stamp and the source. Then show the same multiples for the sector or peer median so I can see whether [ticker] trades at a premium or discount. Keep reported facts and any interpretation in separate rows.

Summarize the current Wall Street view on [ticker]: consensus rating (buy/hold/sell distribution), average, high, and low 12-month price targets, and how the average target has moved over the last three months. Show it as a table with an "as of [date]" on every figure and cite the source for the consensus. Note the implied upside or downside versus the latest price, and label that clearly as a calculation, not a forecast.

Build a balanced bull-versus-bear case for [ticker]. In two columns, list the strongest three or four arguments on each side, each backed by a specific cited figure or event (revenue trend, margins, debt, competition, regulation). Separate verified facts with sources from analyst opinion or your own inference, and label which is which. End with the two or three data points that would most change the picture if they shifted.

Summarize the most recent 10-K for [ticker]. Cover: the business overview, full-year revenue and earnings with year-over-year change, cash and total debt, the top risk factors, and any auditor or going-concern notes. For every claim, cite the specific 10-K section, page, or note number and link the filing on SEC EDGAR. Add an "as of" fiscal-year-end date and flag anything that changed materially from the prior year's 10-K.

Pull the key numbers from [ticker]'s latest 10-Q: quarterly revenue, gross and operating margin, net income or loss, EPS, and free cash flow, each compared to the same quarter last year. Cite the statement and page for every figure and note the exact quarter. Then summarize what management said in the MD&A section about the results, with a citation, and keep that separate from the raw numbers.

Summarize the most recent earnings call for [ticker]. Give me: the headline results versus expectations, the three most important things management said about guidance and demand, and the toughest analyst questions with how management answered them. Quote or cite the transcript section for each point and date the call. Separate what was actually reported from forward-looking statements, and label the forward-looking ones clearly.

List every 8-K [ticker] has filed in the last 12 months, newest first, in a table: filing date, the item number, and a one-line plain-English summary of the material event (leadership change, acquisition, debt issuance, guidance update, and so on). Cite and link each 8-K on SEC EDGAR. Flag any filing that looks unusual or that markets appeared to react to, and label that as observation, not conclusion.

Compare [Company A] and [Company B] side by side as a table with the two tickers as columns and these rows: market cap, revenue and revenue growth, gross and operating margin, net margin, P/E and EV/EBITDA, dividend yield, net debt, and analyst consensus rating. Put an "as of [date]" on every figure and cite the source per cell. End with a short, clearly labeled analysis of where each company looks stronger — kept separate from the cited data.

Build a peer-comparison table for [ticker] against its four or five closest competitors. Columns are the tickers; rows are P/E, forward P/E, P/S, EV/EBITDA, revenue growth, and operating margin. Add the peer median as a final column. Stamp every figure with an "as of [date]" and cite the source. Highlight where [ticker] sits above or below the median, and label that as description, not a recommendation.

Scan the [sector] sector and give me a cited snapshot: the sector's performance over the last 1, 3, and 12 months, the three best- and worst-performing large-cap names in that window, and the main narrative or catalyst driving the sector right now. Present it as a table with an "as of [date]" on every return figure and a source per row. Clearly separate the performance facts from any explanation of the "why".

Within the [sector] sector, list the large-cap companies whose [metric] is currently above [threshold], sorted best to worst. For each, show the ticker, the value of [metric] with an "as of [date]", and one cited source. Note the exact definition of [metric] you used so the screen is reproducible, and flag any company where the figure is estimated rather than reported.

Give me a cited breakdown of the [ETF]: its expense ratio, assets under management, top 10 holdings with their portfolio weights, sector allocation, and 1-, 3-, and 5-year total returns. Show it as a table with an "as of [date]" on every figure and link the fund's official fact sheet or prospectus as the source. Note the tracking index and flag any holding that makes up more than 10% of the fund.

Assess the dividend for [ticker]. Show the current yield, the annual dividend per share, the payout ratio (on both earnings and free cash flow), the number of consecutive years of increases, and the most recent declaration. Cite the source and "as of [date]" for each figure, drawing on the latest filing where possible. Then give a clearly labeled, separate view on whether the payout looks comfortably covered — as analysis, not a guarantee.

Give me a cited macro snapshot for [country/region] as a table: latest headline and core inflation, the central bank's current policy rate, the 2-year and 10-year government bond yields, the latest unemployment rate, and the most recent GDP growth print. Put an "as of [date]" and a primary source (central bank, statistics office) on every figure. Keep the raw data separate from any commentary on what it might mean.

Build me an economic and earnings calendar for the week of [date] for [country/region]. As a table, list each scheduled data release and major-company earnings report with its date and time, the prior reading or the consensus estimate where available, and why it matters in one line. Cite the source for each item and note the time zone. Flag the two or three highest-impact events for markets.

Extract and summarize the risk factors from [ticker]'s latest 10-K, grouped into categories (operational, financial, regulatory, competitive, macro). For each material risk, give a one-line plain-English summary and cite the specific page or section. Flag any risk factor that is new or materially reworded versus the prior year's 10-K, since new language often signals a real change. Do not soften or editorialize the company's own wording.

Summarize recent insider and institutional activity for [ticker]. From the latest Form 4 and 13F filings, show notable insider buys and sells (who, how many shares, date) and any large changes in institutional ownership. Present it as a table with an "as of [date]" and a cited, linked filing per row. Clearly label this as reported activity, not a signal, and note that insiders and funds trade for many reasons.

I've seen different values for [metric] on [ticker] across sources. Find every value you can for [metric], list each one in a table with its source, its "as of" date, and the exact definition or calculation each source uses. Explain why the numbers differ (different periods, GAAP vs. non-GAAP, trailing vs. forward) and tell me which one comes from the primary filing. Do not average them — show the discrepancy plainly.