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3 AI Tools, 3 Jobs: A Market Research Workflow

Carousel — cover + one idea per slide + caption. This is a post, not a video script.

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Reference creator: Matt Wolfe / FutureTools

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Slides

One idea per slide

Cover
PERPLEXITY vs CHATGPT vs CLAUDE
for market research

I ran the same finance task
across all 3.

They are not rivals.
They are stages.
(swipe)
Slide 1
PERPLEXITY vs CHATGPT vs CLAUDE
for market research

I ran one research task
across all three.

The lesson was not
'which one wins.'

It was: each one owns
a different stage.
(swipe)
Slide 2
The mistake almost everyone makes:

Pick one tool.
Ask it to do the whole job.

-> Find the facts
-> Organize the notes
-> Read the long doc
-> Write the memo

No single tool is best at all four.
So stop asking one to be.
Slide 3
THE TASK I RAN

Same prompt set, three tools:

-> Get the latest reported numbers
-> Build a clean comps list
-> Read the full 10-K
-> Draft a one-page summary

Then I watched where each tool
helped and where it broke.
Slide 4
STAGE 1: FIND + SOURCE
Use: Perplexity

-> Best at pulling recent facts with a live citation
-> Ask it WHERE, not WHAT to think
-> Use it to locate the filing, the release, the date
-> Then open the primary source yourself

It points you to evidence.
It is not the evidence.
Slide 5
STAGE 2: STRUCTURE
Use: ChatGPT

-> Best at shaping notes you already have
-> Paste messy research, get a clean comps table
-> Turn a transcript into a question list
-> Reformat, summarize, draft scaffolding

It organizes what you gathered.
It is not your fact source.
Slide 6
STAGE 3: LONG DOCUMENTS
Use: Claude

-> Best at reading the full 10-K or call transcript
-> Ask for one section at a time, page noted
-> Have it draft the first pass of the memo
-> Keep the window long, the claims cited

It extracts and drafts.
It does not decide what it means.
Slide 7
THE FAILURE MODE

The quiet risk is not a wrong answer.
It is a confident one with no source.

-> A fact with no citation
-> A number you never traced
-> An assumption you did not choose

That is how a guess ends up
in your model wearing a suit.
Slide 8
THE DISCIPLINE

-> Match the tool to the stage
-> Every figure: source + page + date, or cut it
-> Trace each claim to the primary source
-> The tool drafts. You verify and decide.

AI builds the read.
You own the judgment.

Save this. Run it on your next name.
Educational only. Not advice.

Caption

Paste under the carousel

I ran the same finance research task across Perplexity, ChatGPT, and Claude. The takeaway was not that one tool wins. It was that each one is good at a different stage, and the mistake is asking one tool to do all of it.

How I split the job:

1. Find and source (Perplexity): pull recent facts with a live citation, use it to locate the filing or release, then open the primary source yourself. 2. Structure (ChatGPT): paste in the messy notes and have it organize them into a comps table or a question list. It shapes what you gathered, it is not your fact source. 3. Long documents (Claude): feed it the full 10-K or transcript, ask for one section at a time with the page noted, then draft the first pass of the memo.

The common mistake is trusting whichever tool you opened first to also be correct. The failure mode is a confident answer with no source that quietly becomes an assumption in your model. The discipline: every figure gets a source, a page, and a date, or it gets cut.

The tool drafts and extracts. You verify and decide.

Save this one and run it on your next name.

Educational content only. Not investment advice, and not a recommendation to buy, sell, or hold any security. Wall Street Prompt. Always verify against the primary source.

Design notes

WSP system throughout: near-black background, single green accent, heavy condensed all-caps headlines, off-white body. Cover uses the largest condensed type for the three tool names stacked, with 'they are stages' as the payoff line in green. Each body slide: a green stage label at top (STAGE 1 / STAGE 2 / STAGE 3), the tool name beneath it bold, then the arrow-list teaching unit in off-white with '->' glyphs in green. One idea per slide. Keep consistent left alignment and a fixed footer zone for the handle. Slides 4-6 share an identical template so the three-stage pattern reads instantly on swipe. Slide 8 carries the disclaimer in small muted type at the bottom. No icons, no gradients, one accent color only.

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