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🧠 The Lazy Genius Guide to Stock Research with AI

How I Use Grok, ChatGPT & Perplexity to Outsmart Wall Street (No MBA Needed)

🎯 Why This Guide Exists

Let’s be real. Stock research is confusing, time-consuming, and full of jargon like “MACD crossovers” or “QE tightening” that makes your brain melt. But guess what?

This guide teaches you how to use 10 proven prompts across Grok 3, ChatGPT, and Perplexity—your new research squad—to get smarter about stocks without burning hours on analyst reports or TikTok “finance bros.”

🧰 The AI Tools You’ll Be Using

🚀 How to Use This Guide

Each section below explains a core investing concept, gives you a ready-to-use AI prompt, then breaks down:

• 🧠 What it actually means

• 🛠️ How to use it in each tool (Grok, Perplexity, ChatGPT)

• 💡 Real example prompts

• 📌 Pro tips to go deeper

1. 📊 Market Analysis

Prompt:

🧠 What it means:

You're asking the AI: What's happening right now in the market that I should care about?

You want:

• Trends (what’s hot or cooling down)

• Emerging patterns (e.g. “AI chip boom”)

• Real investment ideas based on current data

🔧 Tool Breakdown:

• Grok: Amazing for spotting trends on social media, news sentiment, and earnings tweets

• Perplexity: Pulls articles from CNBC, Bloomberg, Reddit for a full picture

• ChatGPT: Explains what the trends mean in plain English and offers beginner advice

💬 Real Example:

📌 Pro Tip:

Ask follow-ups like:

2. 🧺 Portfolio Diversification

Prompt:

🧠 What it means:

You’re checking if your money is too concentrated in one place—like all tech—and asking AI to help you spread it out safely.

🔧 Tool Breakdown:

• Grok: Suggests trending but unrelated sectors (e.g. Energy if you're heavy on Tech)

• Perplexity: Finds expert blogs/articles on smart diversification tactics

• ChatGPT: Explains “why” certain mixes reduce risk (e.g. Tech + Utilities = balance)

💬 Real Example:

📌 Pro Tip:

Add context:

3. ⚠️ Risk Management

Prompt:

🧠 What it means:

You're asking: "How do I avoid losing a ton of money if things go wrong?"

Key tools:

• Stop-losses: Sell a stock automatically if it drops too much

• Position sizing: Don’t bet too much on one stock

• Diversification: Spread it out

🔧 Tool Breakdown:

• ChatGPT: Best for step-by-step how-tos on these concepts

• Perplexity: Can find real trader advice and calculators

• Grok: Not great for this unless asking for trending risk strategies

💬 Real Example:

📌 Pro Tip:

Ask:

4. 📈 Technical Analysis

Prompt:

🧠 What it means:

You're asking: What are the stock charts telling us? This is for short-term traders or swing traders.

🔧 Tool Breakdown:

• Grok: 🔥 Real-time chart data and analysis

• Perplexity: Can find up-to-date blog analysis from chartists

• ChatGPT: Explains what RSI and MA actually mean

💬 Real Example:

📌 Pro Tip:

Ask ChatGPT:

5. 📉 Economic Indicators

Prompt:

🧠 What it means:

These big-picture numbers drive everything. You’re asking AI: Are the macro conditions good or bad for stocks?

🔧 Tool Breakdown:

• ChatGPT: Best explainer for econ terms

• Perplexity: Find current inflation, GDP stats from trusted sites

• Grok: Good for current sentiment on macro topics

💬 Real Example:

📌 Pro Tip:

Ask:

6. 💰 Value Investing

Prompt:

🧠 What it means:

You're asking: Is this stock cheaper than it should be? Think Warren Buffett vibes.

🔧 Tool Breakdown:

• ChatGPT: Best for explaining P/E ratios, book value, and value metrics

• Perplexity: Finds articles explaining why a stock may be undervalued

• Grok: Use it to pull current P/E, EPS, and valuation metrics

💬 Real Example:

7. 😬 Market Sentiment

Prompt:

🧠 What it means:

Sometimes stocks move because of feelings, not facts. This is where you ask: What’s the mood out there?

🔧 Tool Breakdown:

• Grok: Best tool here—tracks trending tweets and sentiment spikes

• Perplexity: Can surface Reddit/YouTube sentiment

• ChatGPT: Explains sentiment analysis tools like Fear & Greed Index

💬 Real Example:

8. 💼 Earnings Reports

Prompt:

🧠 What it means:

Earnings season = report card time. You're asking: Did the company crush it or crash it?

🔧 Tool Breakdown:

• Perplexity: Finds the actual earnings report summary

• Grok: Can give tweet summaries or sentiment after the call

• ChatGPT: Explains EPS, revenue growth, guidance, etc.

💬 Real Example:

9. 🆚 Growth vs. Dividend Stocks

Prompt:

🧠 What it means:

You're choosing between fast-moving risky stocks (growth) vs slow, steady income payers (dividends).

🔧 Tool Breakdown:

• ChatGPT: Makes the pros/cons super easy to understand

• Perplexity: Finds top growth and dividend picks right now

• Grok: Pulls up dividend yields and growth charts

💬 Real Example:

10. 🌍 Global Events

Prompt:

🧠 What it means:

Wars, elections, pandemics—all shake markets. You’re asking: What’s the impact and what should I do about it?

🔧 Tool Breakdown:

• Perplexity: Fastest way to get latest articles from big news outlets

• Grok: Tracks real-time investor reaction

• ChatGPT: Gives strategy ideas to hedge or rebalance

💬 Real Example:

🎯 TL;DR — Your AI Investing Stack

• 🔍 Use Grok for trends + live data

• 🧠 Use ChatGPT for understanding + planning

• 🕵️ Use Perplexity for current news + sources

✨ Summary: Your Next Steps

✅ Copy + paste the prompts above into your favorite AI
✅ Always plug in your specific stock, sector, or portfolio
✅ Don’t just ask—ask why, ask what’s next, ask “how would a pro think?”
✅ Try combining prompts across tools for 360° analysis
✅ Save your best findings in a Notion doc or Google Sheet

In today’s investing world, you don’t need to be a Wall Street analyst or read 100-page earnings reports to make smart moves—you just need the right AI prompts. This guide gave you 10 powerful stock research prompts and showed how to use them across Grok 3, Perplexity, and ChatGPT to uncover trends, evaluate risks, decode earnings, and build a well-balanced portfolio. Each prompt comes with a plain-English explanation, real examples, and tips to go deeper—so you can confidently analyze stocks without the stress or jargon.

Whether you're a curious beginner or a casual investor who wants to level up, think of this guide as your cheat code to faster, smarter, and easier investing decisions. Use Grok for real-time market chatter, Perplexity for source-backed updates, and ChatGPT for clear explanations and strategies. With just a few smart questions, you can unlock the kind of insights that used to require a Bloomberg terminal or a $500/hour advisor. Welcome to the AI-powered investing era.

⚠️ Disclaimer

This guide is for educational and informational purposes only. It is not financial advice, and nothing in this document should be interpreted as a recommendation to buy, sell, or hold any specific stock, security, or investment strategy. Always do your own research, consult with a licensed financial advisor, and consider your personal financial situation before making any investment decisions. The AI tools mentioned—Grok, Perplexity, and ChatGPT—are powerful assistants, but they are not substitutes for professional financial guidance or market expertise. Investing involves risk, and past performance does not guarantee future results.

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