Seeking Alpha is the closest drop-in replacement with overlapping coverage in Financials, Data Visualizations, and News while adding ETF Screeners and Stock Comparison coverage and Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity). and Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse. features (category overlap ~100%).
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Sunday, October 5, 2025
Programmatic picks
Alternatives to Perplexity Finance
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Perplexity Finance against peers before committing to a long-term plan.
Quick takeaways
Free tiers remain available through Seeking Alpha, Fiscal.ai, Stock Rover, Trendlyne, Investing.com, Nasdaq.com, Yahoo Finance, Stocknear, TipRanks, Tickertape, Koyfin, MarketWatch, ChartMill, Zacks (Zacks.com), TIKR, OpenBB, Stock Unlock, and TradingView for side-by-side testing.
Round out your stack with new coverage areas like ETF Screeners, Stock Comparison, Portfolio, and Alerts.
Similarity score 1950
Category overlap: 100%Shared coverage
Financials
Data Visualizations
News
Watchlist
Screeners
Transcripts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Stock Comparison, and Portfolio coverage beyond what Perplexity Finance offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
Adds coverage: ETF Screeners, Stock Comparison, Portfolio, and Alerts
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 1746
Category overlap: 90%Shared coverage
Financials
Data Visualizations
Watchlist
Screeners
Transcripts
ETF Overview
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Comparison, Portfolio, and Alerts coverage beyond what Perplexity Finance offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with Perplexity Finance if you still need News.
Adds coverage: Stock Comparison, Portfolio, Alerts, and Calendar
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
Similarity score 1746
Category overlap: 90%Shared coverage
Financials
Data Visualizations
News
Watchlist
Screeners
Transcripts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Stock Comparison, and ETF Comparison coverage beyond what Perplexity Finance offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with Perplexity Finance if you still need Analyst Forecasts.
Adds coverage: ETF Screeners, Stock Comparison, ETF Comparison, and Correlation
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 1672
Category overlap: 90%Shared coverage
Financials
Data Visualizations
News
Watchlist
Screeners
Transcripts
Assets: Stocks and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Options & Derivatives, Portfolio, and Backtesting coverage beyond what Perplexity Finance offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with Perplexity Finance if you still need ETF Overview.
Adds coverage: Options & Derivatives, Portfolio, Backtesting, and Investor Holdings
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1648
Category overlap: 80%Shared coverage
Financials
News
Watchlist
Screeners
ETF Overview
Analyst Forecasts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Portfolio, and Alerts coverage beyond what Perplexity Finance offers.
- Standout features include Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., and Portfolio and watchlist syncing across devices, with CSV import for holdings..
- Pair it with Perplexity Finance if you still need Data Visualizations and Transcripts.
Adds coverage: ETF Screeners, Portfolio, Alerts, and Calendar
Standout features: Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., Portfolio and watchlist syncing across devices, with CSV import for holdings., and Stock Screener with customizable filters; InvestingPro+ adds advanced screeners and export functionality.
Similarity score 1648
Category overlap: 80%Shared coverage
Financials
News
Watchlist
Screeners
ETF Overview
Analyst Forecasts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Portfolio, Calendar, and Dividends coverage beyond what Perplexity Finance offers.
- Standout features include Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., and Options chains enhanced with Greeks such as Delta, Gamma, and Vega..
- Pair it with Perplexity Finance if you still need Data Visualizations and Transcripts.
Adds coverage: Portfolio, Calendar, Dividends, and Splits
Standout features: Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., Options chains enhanced with Greeks such as Delta, Gamma, and Vega., and Dedicated pages for short interest, insider transactions, and institutional holdings (13F).
Similarity score 1648
Category overlap: 80%Shared coverage
Financials
Data Visualizations
News
Watchlist
Screeners
ETF Overview
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Portfolio, Alerts, and Calendar coverage beyond what Perplexity Finance offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with Perplexity Finance if you still need Transcripts and Analyst Forecasts.
Adds coverage: Portfolio, Alerts, Calendar, and ETF Holdings
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Similarity score 1630
Category overlap: 90%Shared coverage
Financials
Data Visualizations
News
Watchlist
Screeners
ETF Overview
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Options & Derivatives, Alerts, and Calendar coverage beyond what Perplexity Finance offers.
- Standout features include Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Pair it with Perplexity Finance if you still need Transcripts.
Adds coverage: Options & Derivatives, Alerts, Calendar, and Dark Pool & Off-Exchange
Standout features: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., Dark pool & off-exchange trade tape (15‑minute delay)., and Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Similarity score 1602
Category overlap: 80%Shared coverage
Financials
News
Watchlist
Screeners
ETF Overview
Analyst Forecasts
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Top Analysts, ETF Screeners, and Stock Ideas coverage beyond what Perplexity Finance offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with Perplexity Finance if you still need Data Visualizations and Transcripts.
Adds coverage: Top Analysts, ETF Screeners, Stock Ideas, and Scores
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Similarity score 1588
Category overlap: 80%Shared coverage
Financials
News
Watchlist
Screeners
ETF Overview
Analyst Forecasts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Portfolio, Alerts, and Dividends coverage beyond what Perplexity Finance offers.
- Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
- Pair it with Perplexity Finance if you still need Data Visualizations and Transcripts.
Adds coverage: Portfolio, Alerts, Dividends, and Splits
Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
Similarity score 1578
Category overlap: 70%Shared coverage
Financials
Data Visualizations
News
Watchlist
Screeners
Transcripts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Alerts, and Calendar coverage beyond what Perplexity Finance offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with Perplexity Finance if you still need Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets.
Adds coverage: ETF Screeners, Alerts, Calendar, and ETF Performance
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 1572
Category overlap: 80%Shared coverage
Financials
Data Visualizations
News
Watchlist
Screeners
Analyst Forecasts
Assets: Stocks, ETFs, and Closed-End Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Subscription
Why investors switch
- Expands into Stock Ideas, Scores, and Checklist coverage beyond what Perplexity Finance offers.
- Standout features include Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..
- Pair it with Perplexity Finance if you still need Transcripts and ETF Overview.
Adds coverage: Stock Ideas, Scores, Checklist, and Portfolio
Standout features: Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars., and Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.
Similarity score 1504
Category overlap: 70%Shared coverage
Financials
Data Visualizations
News
Watchlist
Screeners
ETF Overview
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Alerts, Calendar, and Paper Trading coverage beyond what Perplexity Finance offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with Perplexity Finance if you still need Transcripts, Analyst Forecasts, and Analyst Recommendations.
Adds coverage: Alerts, Calendar, Paper Trading, and Options
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 1494
Category overlap: 80%Shared coverage
Financials
Data Visualizations
News
Watchlist
Screeners
Analyst Forecasts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Alerts, and Calendar coverage beyond what Perplexity Finance offers.
- Standout features include Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., and Ability to create custom expressions and filters in the screener for advanced screening logic..
- Pair it with Perplexity Finance if you still need Transcripts and ETF Overview.
Adds coverage: Stock Ideas, Alerts, Calendar, and Scores
Standout features: Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., Ability to create custom expressions and filters in the screener for advanced screening logic., and Historical screener mode allows users to run any screen as of a past date.
Similarity score 1444
Category overlap: 70%Shared coverage
News
Watchlist
Screeners
Transcripts
ETF Overview
Analyst Forecasts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Portfolio, and Calendar coverage beyond what Perplexity Finance offers.
- Standout features include Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..
- Pair it with Perplexity Finance if you still need Financials, Data Visualizations, and Analyst Recommendations.
Adds coverage: ETF Screeners, Portfolio, Calendar, and Alerts
Standout features: Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., Stock, ETF, and mutual fund screeners with hundreds of filters., and Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
Similarity score 1442
Category overlap: 80%Shared coverage
Financials
News
Watchlist
Screeners
Transcripts
Analyst Forecasts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Investor Holdings, Dividends, and Valuation Models coverage beyond what Perplexity Finance offers.
- Standout features include Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges., Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates)., and Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ..
- Pair it with Perplexity Finance if you still need Data Visualizations and ETF Overview.
Adds coverage: Investor Holdings, Dividends, and Valuation Models
Standout features: Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges., Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates)., Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ., and Transcript access by tier: 90 days (Free), three years (Plus), or full searchable history (Pro).
Similarity score 1440
Category overlap: 70%Shared coverage
Financials
Data Visualizations
News
Watchlist
Screeners
ETF Overview
Assets: Stocks, ETFs, and Mutual Funds
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Stock Comparison, ETF Comparison, and Portfolio coverage beyond what Perplexity Finance offers.
- Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with Perplexity Finance if you still need Transcripts, Analyst Recommendations, and Analyst Price Targets.
Adds coverage: Stock Comparison, ETF Comparison, Portfolio, and Correlation
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 1402
Category overlap: 70%Shared coverage
Financials
Data Visualizations
News
Transcripts
ETF Overview
Analyst Forecasts
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards coverage beyond what Perplexity Finance offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with Perplexity Finance if you still need Watchlist, Screeners, and Analyst Recommendations.
Adds coverage: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, and Data APIs
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Similarity score 1350
Category overlap: 70%Shared coverage
Data Visualizations
Watchlist
Screeners
ETF Overview
Analyst Forecasts
Analyst Recommendations
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Comparison, ETF Holdings, and Portfolio coverage beyond what Perplexity Finance offers.
- Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
- Pair it with Perplexity Finance if you still need Financials, News, and Transcripts.
Adds coverage: Stock Comparison, ETF Holdings, Portfolio, and Dividends
Standout features: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
Similarity score 1342
Category overlap: 60%Shared coverage
Financials
Data Visualizations
News
Watchlist
Screeners
ETF Overview
Assets: Stocks, ETFs, and Cryptos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web, Mobile, and Desktop
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Stock Ideas, and Options & Derivatives coverage beyond what Perplexity Finance offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with Perplexity Finance if you still need Transcripts, Analyst Forecasts, and Analyst Recommendations.
Adds coverage: ETF Screeners, Stock Ideas, Options & Derivatives, and Portfolio
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×19
Watchlist×19
Financials×18
News×18
Analyst Price Targets×17
ETF Overview×16
Analyst Forecasts×15
Analyst Recommendations×14
New angles introduced
Categories the alternatives add beyond Perplexity Finance.
Alerts+17
Calendar+15
Portfolio+15
ETF Holdings+14
Dividends+13
ETF Performance+10
Insider Data+10
Scores+10
Access & Pricing
Free options
18/20
18 of 20 alternatives keep a free tier for trials.
Mobile ready
14/20
14 matches support mobile alongside Perplexity Finance.
API availability
3/20
3 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 18 tested
8 tools are flagged as analyst picks; 18 have been hands-on tested.
Avg. coverage overlap
79%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Perplexity Finance?
Perplexity Finance users most often consider Seeking Alpha, Fiscal.ai, and Stock Rover as their go-to alternatives.
Which alternatives keep a free tier?
Seeking Alpha, Fiscal.ai, Stock Rover, Trendlyne, Investing.com, Nasdaq.com, Yahoo Finance, Stocknear, TipRanks, Tickertape, Koyfin, MarketWatch, ChartMill, Zacks (Zacks.com), TIKR, OpenBB, Stock Unlock, and TradingView offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Perplexity Finance alternatives cover?
Expect deep coverage across Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, ETF Overview, Financials, News, Screeners, Transcripts, and Watchlist, so you can port most Perplexity Finance workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.