Guides
One workflow, start to finish
Step-by-step walkthroughs with the prompts in the right order and a checklist before you rely on the result.
- 01Read the guide
Six finance tasks in Perplexity Finance, start to finish
A 90-second walkthrough of Perplexity Finance, then the six tasks it covers written out so you can set each one up yourself: the morning check, stock questions, earnings, watchlist alerts, a scheduled pre-market brief and your real holdings.
- 02Read the guide
Build a Bitcoin trading agent in Tread
One rule in plain English, handed to Tread's Desk Trader agent: a trigger, a size, a take-profit and a stop. The video shows the whole thing; the five steps below are the same path with the checks written out.
- 03Read the guide
Add a skill to Claude and put it to work
A skill is a folder of instructions Claude follows whenever a task matches. This shows the whole thing in the Claude desktop app: upload the ZIP, switch it on, call it with a slash, and read what comes back. The video uses the Sector Lens skill; the steps are the same for any skill.
- 04Read the guide
Connect Robinhood to Claude
Robinhood now has an MCP link you can paste into Claude as a custom connector. Once it's in, Claude can read positions, balances and order history across your Robinhood accounts and trade in a separate MCP account you fund on purpose. This shows the whole setup in the Claude desktop app, from Settings to the first question.
- 05Read the guide
Build and backtest a strategy in Composer before going live
Go from a one-line idea to a backtested, paper-traded strategy with the exit rule and the drawdown number in front of you before any money moves.
- 06Read the guide
A 10-minute pre-market routine with Claude and Perplexity
Three prompts, run the same way every morning, so you walk in knowing what moved, what's scheduled and what could hurt your book.
- 07Read the guide
Working an earnings call with AI
From the transcript drop to a one-page memo in under an hour, with every number traceable to a line in the source.
- 08Read the guide
Month-end close with Copilot in Excel
Reconciliation, variance commentary and the review pack, using Copilot inside the workbook you already have and nothing leaving your tenant.
Guides are editorial walkthroughs, not tested configurations and not financial advice. Product menus change; if a click path has moved, the prompt still works.