VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Saturday, January 17, 2026
Perplexity Finance Review, Pricing, and Features
Finance-focused experience inside Perplexity combining asset pages, charts, news, watchlists, screeners, earnings calendar/docs, ownership/government trade views, and cited answers that can reference SEC filings. Finance UI is available on web and in the Perplexity iOS/Android app. Plan gating follows Perplexity tiers (e.g., Free: 5 Pro searches/day; Pro: 300+; Max: unlimited).
Community votes (overall)
Key features
- Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges.
- Real-time newswire feeds for equities and markets, with headline → full story and related coverage.
- Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news.
- Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.
- Earnings hub with an earnings calendar and company “Documents” (slides, quarterly reports, earnings releases, etc.); documents are available to all users.
- Stock pages support comparison graphs in the price history chart and show consensus analyst estimates on US stocks.
- Search/Research/Labs can leverage SEC/EDGAR filings with direct citations; Enterprise Pro adds additional datasets (e.g., FactSet M&A/transcripts, Crunchbase, company files).
- Ownership & government activity: a dedicated “Politicians” section for US politician stock trades; some securities have holders/insiders/politicians/filings tabs.
- Multi-asset coverage via dedicated pages, including ETFs, mutual funds, and crypto (examples: CHAT ETF, VITNX mutual fund, PERUSD crypto).
- Finance pages disclose third-party data sources (e.g., Financial Modeling Prep for financial info; Unusual Whales for options; Quartr for earnings transcripts/audio/docs; Fiscal.ai for reported revenue/EPS in Earnings; S&P for estimates).
- Perplexity Research & Labs can access financial data such as realtime stock prices, trading volume history, and financial statement data; Finance pages also show a recent price-movement timeline.
- Perplexity Finance is available in the iOS/Android app (type “finance” to open).
Data partners
Financial information attribution in Perplexity Finance page footers.
Options data attribution in Perplexity Finance page footers.
Earnings transcripts, audio, and documents attribution in Perplexity Finance page footers.
Reported revenue and EPS data for Earnings (footer attribution).
Estimates attribution in Perplexity Finance page footers.
Morningstar Reports section in Perplexity Finance Research tab (free to all users).
FAQ
Is Perplexity Finance free?
Not entirely. Perplexity Finance includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is Perplexity Finance best for?
Perplexity Finance is built for Retail Traders, Pro Retail, Long-term Investors, Day Traders, Students/Researchers, Financial Advisors + 2 more. It suits beginner, intermediate, and advanced users.
What platforms and connections does Perplexity Finance support?
You can use Perplexity Finance on Web and Mobile.
Which markets does Perplexity Finance cover?
Perplexity Finance covers North America and APAC. Examples include US and IN. It tracks Stocks, ETFs, Mutual Funds, Cryptos, and Options. Identifiers include Ticker.
Suggest an edit
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!
Got ideas for new features?
Suggest on XStarred 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.