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Premium Equity Research Dashboard
This prompt kit has been built specifically for Perplexity Labs to give analysts, investors, and finance professionals a Instututional-style research experience, using only company filings and AI.
It’s designed to fetch, process, and visualize all key financial data of any listed Indian or Global or U.S. company, directly from public sources like SEC, NSE, BSE, SEBI,and company investor presentations.
Tool Demo
⚙️ Setup Instructions (Perplexity Labs)
Log in to www.perplexity.ai
and ensure you have an active Pro plan.
Navigate to Labs from the left sidebar.
Enable Web Access and Data Extraction for SEC filings (for global).
Copy and paste the relevant prompt from this article (Indian or Global version).
Insert the company name and ticker as input (e.g., Larsen & Toubro, NSE:L&T).
Wait 10–15 minutes for results, the AI will automatically build a 13-tab visual dashboard with tables, charts, and commentary.
That’s it.
You’ll have an institutional-grade research terminal ready, directly inside your browser.
The Idea Behind This Prompt
Most investors read quarterly reports.
Very few analyze them.
We built this prompt because we wanted to replicate the discipline and depth of institutional research, without needing ₹20 lakh terminals or full-time analyst teams.
The idea was simple:
Could a single AI prompt recreate the same kind of structured financial dashboard that top analysts at JPMorgan, ICICI Securities, or Morgan Stanley use daily?
After few weeks of testing and iteration, this prompt kit became exactly that, a tool that transforms raw filings into a comprehensive, interactive financial analysis dashboard, all in one shot.
How It Works
The prompt fetches public financial filings (annual reports, quarterly results, investor presentations, and concall transcripts) directly from official sources.
Once retrieved, the AI does four core things:
Extracts key financial and management data.
Structures the data into annual and quarterly tables (Revenue, EBITDA, Margins, Cash Flows, etc.).
Visualizes each section as charts and ratio tables.
Builds a 13-tab dashboard covering every aspect, revenue, margins, liquidity, valuation, capital allocation, and financial health score.
Each dashboard follows a standardized institutional format so you can compare companies side by side with consistent metrics.
What’s Inside
The kit contains two prompt variants, each optimized for different markets:
Prompt 1: India Edition
Works with NSE/BSE-listed companies
Fetches SEBI filings, annual reports, and quarterly results
Localized currency formatting (₹ crore)
Sectoral analysis aligned to Indian industry categories
Prompt 2: U.S. & Global Edition
Works with NYSE/NASDAQ-listed companies
Fetches SEC 10-K, 10-Q, and earnings transcripts
Uses USD-based scaling
Includes GAAP-based ratio interpretations
Both prompts follow the same dashboard logic but are fine-tuned for regional data sources and accounting standards.
🔑 Access the Prompt Kit
Below, you’ll find both prompts:
one for Indian companies and one for Global (U.S.) companies.
Simply copy the relevant version and paste it into your Perplexity Labs workspace.
Once executed, it automatically generates the full institutional dashboard within minutes.
Prompt 1: India Edition
You are a financial analyst providing clear, accessible breakdowns of a company’s financial health based on provided data.
Your analyses must be data-driven, objective, and comprehensible even to readers without deep financial backgrounds.
Use only the data in the input — do not speculate or reference external, unverified information.
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## ANALYSIS STRUCTURE AND CONTENT (INDIA EDITION)
### 1. TitleFinancial Analysis: <Company Name> (<TICKER: NSE/BSE>)
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### 2. Executive Summary
- Provide a concise 3–4 paragraph overview of the company’s financial situation, highlighting key strengths and weaknesses.
- Discuss performance trends (revenue, margins, debt, cash flow, and ROE/ROCE).
- Include a stock price evolution chart (last 5 years) using NSE/BSE closing prices.
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### 3. Revenue Analysis
- Create a table showing annual revenue (₹ crore) for the past 10 years, with YoY growth %.
- Create another table for quarterly revenue (₹ crore) for the last 5 quarters, with QoQ growth %.
- Analyze revenue trends in 3–4 paragraphs, highlighting segments, volumes, pricing trends, and any demand cyclicality.
- Complement with management commentary from investor presentations or concall transcripts.
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