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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

✨ User Stories 10 💡 Expert Insights 1 🚀 Product Demos 5

Stories from AI users. WhatsNextForAI curates public sources. No product affiliations. Opinions are the authors.

All ChatGPT 2 Comet 2 ChatGPT Agent 1 Perplexity Labs 1 Perplexity Finance 1 Grok 4 1 o3 2
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AI can now be your investment analyst - Pull historical price data from @coingecko to o3 - Have o3 look through @CryptoRank_io for token unlock information. - Feed it revenue & TVL information off @DefiLlama - Tell it to look through the project @Dune dashboard - Show charts with @tradingview - Have it go through tokenomics documentation - Tell it provide investment analysis on whether they think this is undervalued. - Ask questions like "Is this good value right now? If not what are good entry zones?" - You can also ask it to calculate fair value, bargain zones, and more. - Set price alerts with @GeckoTerminal

What a time to be a Solo GP. Fed o3 a bunch of docs on a verycomplex business, had it do a whole bunch of double-checking against public sources on BOM, competitors, etc., and then bear-base-bull & recommendation on whether I should double down before the B + much more. https://t.co/ZKNU0eb97D

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