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How People Are Using AI For Investment Optimization

In 2025, investors use Perplexity Finance for transcripts and screening, and trial agent-run trading with Grok or ChatGPT. Professionals prompt agents for investment-banking tasks and diligence—solo GPs feed deal docs to generate base/bear/bull cases—while retail users request allocation advice and stock screens in Perplexity, and xAI’s Kalshi partnership brings agents into prediction markets.

🤖 ai summary based on 16 tweets

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AI stock screening is now available in Perplexity. Fun fact: this is basically the very first project I worked on 2 years ago at Perplexity, back when LLMs had 50% reliability. Great to be seeing it in action again 2 years later at 99% reliability. https://t.co/8z36hNA0ZQ

Effective immediately, Kalshi and xAI are partnering to bring Grok to prediction markets. Two of the fastest growing companies in America are now on the same team. @xAI 🤝 @Kalshi https://t.co/MCh5eQd906

Wow! We never thought about this day - as a small startup with 24 people, we could be this ahead... ahead of OpenAI... We gave Rowan's prompt to Genspark. Same prompt, one shot: a fraction of the time, a fraction of the cost, multiple times better quality! Here's the comparison result, Genspark Super Agent vs. ChatGPT Agent. We're so much better!

Rise of Ai could destroy lot of careers in next 5 years, biggest impact will be for Investment Advisors & Research Analyst. I just used @zerodhaonline MCP + Claude AI to analyse my portfolio and suggest what needs to be done. I was amazed by its output. Here's how you can do it https://t.co/VtnOIRMYf2

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