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If you’ve ever tried to read a company’s SEC filing and felt completely lost, you’re not alone. These documents are full of legal and financial jargon that can be overwhelming. But now, Perplexity AI has changed the game.

In a recent update, Perplexity AI introduced a powerful new feature: direct integration with SEC/EDGAR filings. This means anyone, even if you’re not a finance expert, can now ask questions about company filings and get clear, accurate answers instantly.

In this post, I’ll explain what this means, how you can use it, and give you real-world examples to help you get started.

What Is Perplexity AI’s SEC Integration?

Perplexity is known for its answer-focused AI engine. It searches the internet and databases to give you direct, citation-based answers. With the new update, Perplexity is now connected to SEC filings, the official documents that public companies are required to submit in the U.S.

This integration allows users to:

• Ask natural questions about a company’s financials or risks
• Get answers sourced directly from SEC filings like 10-K, 10-Q, or 8-K
• Verify the answer with direct links to the original document
• Combine that data with market news, trends, and more

In short, Perplexity just made financial research accessible for everyone, not just Wall Street pros.

Why This Matters

For years, access to deep financial data required:

• Expensive platforms like Bloomberg or Capital IQ
• Advanced knowledge of accounting and finance
• A lot of time to read through long, dense documents

But with Perplexity, you can now get meaningful insights with a simple question. This is a huge win for retail investors, students, small business owners, startup teams, financial advisors, and anyone who needs to understand how a company is doing or what risks it faces.

Types of SEC Filings You Can Ask About

To make the most of this feature, it helps to know the key types of SEC filings:

• 10-K: Annual report with audited financials, risk factors, business strategy, etc.
• 10-Q: Quarterly report with recent performance updates (unaudited)
• 8-K: Real-time updates about major events like earnings, CEO changes, or acquisitions
• S-1 / S-4: Registration statements for IPOs or mergers
• DEF 14A: Proxy statement used for shareholder meetings

Each has its own purpose, and Perplexity can search and summarize all of them.

Real-World Examples: Questions You Can Ask

Here are examples of actual questions you can type into Perplexity and what they’ll help you discover:

🧾 For Retail Investors

“What risks did Apple mention in their most recent 10-K?”

Get a summary of Apple’s biggest business risks, directly from their official filing.

🧑‍💼 For Business Owners or Competitor Research

“What strategic priorities did Shopify outline in their 2023 annual filing?”

Use this to understand your competitor’s goals or identify new trends in your industry.

🧑‍🎓 For Students or Analysts

“How does Tesla describe its supply chain risks?”

Get a straight answer from Tesla’s SEC documents that can be used in a paper or a report.

📊 For Comparing Companies

“Compare the revenue growth of Adobe and Salesforce based on their latest SEC filings.”

See how two companies performed in one place, based on the most accurate data available.

🔍 For M&A or Deal Analysis

“List recent acquisitions reported by Microsoft in their SEC filings since 2023.”

Ideal if you’re looking at M&A trends or building a market map.

How to Ask the Right Questions

The good news is that you don’t need to be a finance expert to ask smart questions. Just keep these tips in mind:

• Be specific: Mention the company and the type of report if possible
  Example: “What did Amazon report in their Q1 2024 10-Q?”
• Focus on one topic per question
  Example: “What material risks did Google highlight?”
• Use plain English: Perplexity is designed to handle natural questions

And remember, every answer includes a link to the source document, so you can dig deeper when needed.

What Makes This Better Than Traditional Platforms?

Feature	Traditional Platforms	Perplexity AI
Cost	$$$$	Free
Ease of use	Complex dashboards	Simple questions
Target user	Professionals	Everyone
Citation support	Limited	Yes
Contextual answers	Rare	Yes

This update truly lowers the barrier to financial data access. Whether you’re new to investing or working in finance, you’ll find value in it.

Try It Out Yourself

You can start using this feature right now. Just visit Perplexity.ai and enter a question related to any public company.

It works especially well if you ask about:

• Earnings
• Risks
• Recent news
• Business strategy
• Executive changes

Try asking something like:
“What risks did Nvidia report in their latest 10-K?”
or
“Did Meta report any major acquisitions in 2024?”

Final Thoughts

Perplexity’s SEC integration is a big step toward making complex financial information easier to understand. Instead of digging through 100-page documents, you can now ask simple questions and get instant, reliable answers.

This is great news for anyone who wants to make smarter investment decisions, analyze companies, or just stay informed. Whether you’re a student, a founder, or an active trader, this tool brings powerful data into your hands with no cost and no learning curve.

If you’re curious about any public company, now is the time to ask.