SEC Filings search, Spaces shortcuts, and Key Stats info in financials

Finance Search over SEC Filings

Perplexity now offers direct access to comprehensive SEC filings — including 10-K, 10-Q, S-1, S-4, 20-F, and 8-K — through our answer engine, making complex financial information instantly understandable for all investors.

You can ask queries such as:

• What were the main risk factors identified in NVIDIA’s latest 10-K?
• Generate a table for the revenue growth of Costco and Walmart over the past three years
• Who are the current board members for Meta?

Spaces shortcuts from Finance homepage

Perplexity Finance now includes quick links to Spaces for in-depth financial research.

For example, in the S&P 500 Transcripts Space, you can query 5,600+ earnings call transcripts from the last two years. Visit the finance homepage here, and scroll down to see the Spaces shortcuts.

Key Stats Info in Financials

Within the Financials tab of Finance pages for U.S. equities, we’ve added a new Key Stats section. These stats give you a quick overview of the company’s financials, and serve as a starting point for modelling. Try it here.

Historical Price and Volume Data

Finance pages for U.S. equities now include a Historical Data tab. All users, for free, can view and download company price and volume history here. Try it here.

More to come next week! Until then, stay curious.