MY $40,000 INVESTING MISTAKE

@mattshoss

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Promoted product

Perplexity Computerperplexity.ai

Perplexity Computer is an AI tool that assists with market analysis, investment portfolio review, and creating custom dashboards.

10 videos9 creators

Why it worked

The video uses a high-stakes hook ('$40,000 mistake') to grab attention, then provides a relatable 'before vs. after' narrative where a complex, expensive task is solved instantly by a new AI tool.

Summary

The creator explains how he used Perplexity Computer to build a custom portfolio analysis tool that identified a $40,000 overlap in his investments. He demonstrates the tool's ability to pull data and provide actionable financial advice without requiring any coding knowledge.

Structure

1Hook with a financial mistake
2Problem: lack of coding skills for complex analysis
3Solution: using Perplexity Computer to build the tool

Original caption

I built a stock portfolio dashboard with Perplexity Since I started working in VC, i’ve always wanted to build a crazy tool for my own stock portfolio. It WAS impossible. I would’ve had to hire a developer and a financial analyst to build it. But now with Perplexity Computer, it built it for me in minutes! Go see what you can build with @Perplexity Computer today!

More from @mattshoss

Product placement

Perplexity Computer is the primary subject of the video, shown as a screen recording of the user interacting with the AI interface to build a custom dashboard.

Call to action

Go see what you can build with @Perplexity Computer today!

On-screen text

MY $40,000 INVESTING MISTAKE VENTURE CAPITAL FUND MAPS MY ENTIRE PORTFOLIO FLAGS EVERY OVERLAP WHAT TO SWAP - DEVELOPER - FINANCIAL ANALYST perplexity max Computer works for you. analyze every holding identify any overlap and underlying assets rank each position a TFSA an interactive dashboard see exactly what what to cut

Transcript

Two different mistakes to avoid, and the second is the costly one. My $40,000 investing mistake. So I built a portfolio intelligence tool that caught $40,000 in overlapping ETF exposure that I had no idea about. I don't even know how to code. So I run a venture capital fund, which means I literally analyze opportunities for a living, but I've always wanted to turn that lens onto my own money. Build something that maps my entire portfolio, flags every overlap, tells me exactly what to swap. The kind of thing where you need a developer and a financial analyst to put together. I've never been able to build it. So, I used Perplexity Computer to build it. Here's my current portfolio. Computer works for you. Computer spun up agents in parallel, one pulling the actual fund holdings, one cross-referencing the underlying assets, one building out the dashboard, and assembled the whole thing from scratch. Two funds that I thought were completely different had 88% overlap in their holdings. And it shows me exactly which one to drop based on MER and TFSA efficiency. Computer is how I built this, and once I saw what it could make, I just kept going.