Hi everyone,
If you’re receiving this email for the first time, it’s because you’d earlier given me permission on LinkedIn to receive my AI-based tools and research prompts for finance and investing.
It is Sunday, a good time to try something new. This edition includes a prompt you will enjoy experimenting with.
Alpha with AI Prompt Kit: Fund Manager Portfolio Visualizer
This prompt-kit contains two institutional-grade AI prompts designed to create fully visual, interactive portfolio dashboards.
Each prompt transforms public portfolio disclosures, whether 13F filings (U.S.) or AMFI mutual fund holdings (India), into a research-ready, multi-tab analysis system in under 15 minutes.
Built specifically for Perplexity Labs (Pro) users, these prompts are designed for analysts, investors, and research professionals who want a structured, compliant, and efficient way to decode any fund manager’s portfolio.
Tool Demo
View here: Demo Post
Output Results: View
Setup Instructions (Perplexity Labs)
Log in to www.perplexity.ai and ensure you have an active Pro plan.
Navigate to Labs.
Enable web access and data extraction for SEC/AMFI filings.
Copy and paste the relevant prompt (U.S. or India).
Insert the name of a fund manager or mutual fund & a Date as input.
Wait 10–15 minutes for results, a complete, multi-tab visual dashboard.
The Idea Behind This Prompt Kit
For years, analyzing fund managers meant toggling between endless filings, PDFs, and Excel sheets.
But what if you could take any public portfolio disclosure, from a U.S. hedge fund’s 13F filing to an Indian mutual fund’s AMFI submission and turn it into a visual, interactive research dashboard in minutes?
That’s what the Alpha with AI Prompt Kit does.
It combines two institutional-grade AI prompts, one for Indian fund managers, one for U.S. 13F managers- both designed to generate a multi-tab, interactive portfolio analysis inside Perplexity Labs in under 15 minutes.
How It Works
Both prompts are built to run in Perplexity Labs (Pro), no code, no setup beyond enabling data extraction.
Once activated, the AI automatically:
Fetches the latest public filings (SEBI/AMFI or SEC)
Visualizes sector & regional exposure
Breaks down top buys/sells, concentration, and style drift
Flags data confidence levels (verified vs. estimated)
In short, it converts compliance-grade data into analyst-grade insight.
What’s Inside
The Alpha with AI Prompt Kit includes:
Prompt 1: Indian Fund / Fund Manager Portfolio Visualizer
→ Use this to decode Indian mutual funds, PMS, or AIFs directly from SEBI/AMFI filings.
Prompt 2: U.S. 13F Portfolio Visualizer
→ Use this to break down any U.S. fund manager’s portfolio from official 13F disclosures.
You’ll find both complete prompts inside a Notion workspace, ready to duplicate and run instantly.