Fiscal.ai overlaps on Screeners, Watchlist, and Data Visualizations and pushes into Stock Comparison and Portfolio with Perplexity Finance and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Sunday, January 18, 2026
Matchup hub
Compare Perplexity Finance
Every head-to-head showdown featuring Perplexity Finance. Review coverage overlap, standout differentiators, and pricing context before you request demos.
Quick takeaways
Fiscal.ai, GuruFocus, and Trendlyne keep freemium tiers so you can benchmark Perplexity Finance without committing budget.
Perplexity Finance rivals most often add coverage in Financials, Alerts, and Analyst Price Targets, so focus there when evaluating upgrades.
24
Matchups catalogued
23
Include free tiers
14
Offer mobile access
65%
Avg category overlap
Category heatmap
How Perplexity Finance stacks up
Spot the coverage themes most often compared against this tool and where rivals extend or lag.
Shared battlegrounds
Categories that appear in the majority of head-to-head matchups.
- Screeners24
- Calendar23
- News23
- Watchlist20
- Data Visualizations19
- Insider Data19
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Perplexity Finance.
- Financials22
- Alerts18
- Analyst Price Targets18
- Analyst Recommendations16
- Dividends15
- Portfolio14
Where Perplexity Finance stands alone
Categories that remain exclusive to Perplexity Finance across these matchups.
- Improved Filings21
- Options18
- US Government Trades18
- Institutional Data10
- Analyst Forecasts9
- Data Visualizations5
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Perplexity Finance into new workflows.
Fiscal.ai
82% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Screeners, Watchlist, and Data Visualizations, adds Stock Comparison, Portfolio, and Investor Holdings coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
Fiscal.ai adds
- Stock Comparison
- Portfolio
- Investor Holdings
- ETF Overview
Perplexity Finance keeps to itself
- US Government Trades
- Options
Shared platforms
Web
Shared pricing
FreeSubscription
GuruFocus
73% overlapEditor’s pick
Hands-on review
GuruFocus overlaps on Screeners, Data Visualizations, and News, adds Stock Ideas, Stock Comparison, and Portfolio coverage, keeps a free plan on the table while matching Perplexity Finance.
GuruFocus adds
- Stock Ideas
- Stock Comparison
- Portfolio
- Investor Holdings
Perplexity Finance keeps to itself
- Watchlist
- Improved Filings
- Options
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Trendlyne
73% overlapHands-on review
Trendlyne overlaps on Screeners, Watchlist, and Data Visualizations, adds Analyst Price Targets, Analyst Recommendations, and Options & Derivatives coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
Trendlyne adds
- Analyst Price Targets
- Analyst Recommendations
- Options & Derivatives
- Portfolio
Perplexity Finance keeps to itself
- Improved Filings
- US Government Trades
- Options
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Yahoo Finance
73% overlapHands-on review
Yahoo Finance overlaps on Screeners, Watchlist, and Data Visualizations, adds Alerts, Portfolio, and Stock Comparison coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
Yahoo Finance adds
- Alerts
- Portfolio
- Stock Comparison
- Financials
Perplexity Finance keeps to itself
- Improved Filings
- US Government Trades
- Insider Data
Shared platforms
WebMobile
Shared pricing
FreeSubscription
ChartMill
73% overlapHands-on review
ChartMill overlaps on Screeners, Watchlist, and Data Visualizations, adds Stock Ideas, Alerts, and Market Sentiment coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
ChartMill adds
- Stock Ideas
- Alerts
- Market Sentiment
- Dividends
Perplexity Finance keeps to itself
- Improved Filings
- US Government Trades
- Options
Shared platforms
Web
Shared pricing
FreeSubscription
Monexa
73% overlapMonexa overlaps on Screeners, Watchlist, and News, adds News Sentiment, Financials, and Transcripts coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
Monexa adds
- News Sentiment
- Financials
- Transcripts
- Valuation Models
Perplexity Finance keeps to itself
- Data Visualizations
- Improved Filings
- Options
Shared platforms
Web
Shared pricing
FreeSubscription
Stocknear
73% overlapStocknear overlaps on Screeners, Watchlist, and Data Visualizations, adds Options & Derivatives, Alerts, and Dark Pool & Off-Exchange coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
Stocknear adds
- Options & Derivatives
- Alerts
- Dark Pool & Off-Exchange
- Financials
Perplexity Finance keeps to itself
- Improved Filings
- Institutional Data
- Options
Shared platforms
Web
Shared pricing
FreeSubscription
TipRanks
64% overlapEditor’s pick
Hands-on review
TipRanks overlaps on Screeners, Watchlist, and News, adds Stock Ideas, Top Analysts, and ETF Screeners coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
TipRanks adds
- Stock Ideas
- Top Analysts
- ETF Screeners
- Stock Comparison
Perplexity Finance keeps to itself
- Data Visualizations
- Improved Filings
- US Government Trades
- Options
Shared platforms
WebMobile
Shared pricing
FreeSubscription
CapEdge
64% overlapEditor’s pick
Hands-on review
CapEdge overlaps on Screeners, Data Visualizations, and News, adds Stock Comparison, Financials, and Diff View coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
CapEdge adds
- Stock Comparison
- Financials
- Diff View
- Filing Sentiment
Perplexity Finance keeps to itself
- Watchlist
- Analyst Forecasts
- US Government Trades
- Options
Shared platforms
WebMobile
Shared pricing
Free
FINVIZ
64% overlapEditor’s pick
Hands-on review
FINVIZ overlaps on Screeners, Data Visualizations, and News, adds ETF Screeners, Stock Comparison, and Portfolio coverage, keeps a free plan on the table while matching Perplexity Finance.
FINVIZ adds
- ETF Screeners
- Stock Comparison
- Portfolio
- Correlation
Perplexity Finance keeps to itself
- Watchlist
- Analyst Forecasts
- Improved Filings
- US Government Trades
Shared platforms
Web
Shared pricing
FreeSubscription
TIKR
64% overlapEditor’s pick
Hands-on review
TIKR overlaps on Screeners, Watchlist, and Data Visualizations, adds Stock Ideas, Stock Comparison, and Portfolio coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
TIKR adds
- Stock Ideas
- Stock Comparison
- Portfolio
- Investor Holdings
Perplexity Finance keeps to itself
- Improved Filings
- US Government Trades
- Insider Data
- Options
Shared platforms
Web
Shared pricing
FreeSubscription
MarketWatch
64% overlapHands-on review
MarketWatch overlaps on Screeners, Watchlist, and Data Visualizations, adds Alerts, Paper Trading, and Financials coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
MarketWatch adds
- Alerts
- Paper Trading
- Financials
- ETF Overview
Perplexity Finance keeps to itself
- Analyst Forecasts
- Improved Filings
- US Government Trades
- Institutional Data
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Nasdaq.com
64% overlapHands-on review
Nasdaq.com overlaps on Screeners, Watchlist, and News, adds Portfolio, Dividends, and Splits coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
Nasdaq.com adds
- Portfolio
- Dividends
- Splits
- IPO
Perplexity Finance keeps to itself
- Data Visualizations
- Improved Filings
- US Government Trades
- Institutional Data
Shared platforms
WebMobile
Shared pricing
FreeSubscription
ORTEX
64% overlapHands-on review
ORTEX overlaps on Screeners, Data Visualizations, and News, adds Short Interest, Quant, and Index Rebalancing coverage, keeps a free plan on the table while matching Perplexity Finance.
ORTEX adds
- Short Interest
- Quant
- Index Rebalancing
- Money Flow
Perplexity Finance keeps to itself
- Watchlist
- Analyst Forecasts
- Improved Filings
- Institutional Data
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Benzinga
64% overlapBenzinga overlaps on Screeners, Watchlist, and News, adds Alerts, News Sentiment, and Dividends coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
Benzinga adds
- Alerts
- News Sentiment
- Dividends
- Splits
Perplexity Finance keeps to itself
- Data Visualizations
- Analyst Forecasts
- Improved Filings
- Institutional Data
Shared platforms
WebMobile
Shared pricing
FreeSubscription
MarketScreener
64% overlapMarketScreener overlaps on Screeners, Watchlist, and Data Visualizations, adds Alerts, Stock Ideas, and Portfolio coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
MarketScreener adds
- Alerts
- Stock Ideas
- Portfolio
- Financials
Perplexity Finance keeps to itself
- Improved Filings
- US Government Trades
- Institutional Data
- Options
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Börsdata
64% overlapBörsdata overlaps on Screeners, Watchlist, and Data Visualizations, adds Stock Ideas, Index Rebalancing, and Investor Holdings coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
Börsdata adds
- Stock Ideas
- Index Rebalancing
- Investor Holdings
- Short Interest
Perplexity Finance keeps to itself
- Analyst Forecasts
- US Government Trades
- Institutional Data
- Options
Shared platforms
Web
Shared pricing
FreeSubscription
Gainify
64% overlapGainify overlaps on Screeners, Watchlist, and Calendar, adds Stock Ideas, Financials, and Valuation Models coverage, keeps a free plan on the table while matching Perplexity Finance.
Gainify adds
- Stock Ideas
- Financials
- Valuation Models
- Transcripts
Perplexity Finance keeps to itself
- Data Visualizations
- News
- Improved Filings
- Options
Shared platforms
Web
Shared pricing
FreeSubscription
InsideArbitrage
64% overlapInsideArbitrage overlaps on Screeners, Watchlist, and Data Visualizations, adds Alerts, Special Situations, and Acquisitions coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
InsideArbitrage adds
- Alerts
- Special Situations
- Acquisitions
- Spin-offs
Perplexity Finance keeps to itself
- Analyst Forecasts
- Improved Filings
- US Government Trades
- Options
Shared platforms
Web
Shared pricing
FreeSubscription
Value Sense
64% overlapValue Sense overlaps on Screeners, Watchlist, and Data Visualizations, adds Stock Ideas, Backtesting, and Stock Comparison coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
Value Sense adds
- Stock Ideas
- Backtesting
- Stock Comparison
- Custom Dashboards
Perplexity Finance keeps to itself
- Analyst Forecasts
- Improved Filings
- US Government Trades
- Options
Shared platforms
Web
Shared pricing
FreeSubscription
Koyfin
55% overlapEditor’s pick
Hands-on review
Koyfin overlaps on Screeners, Watchlist, and Data Visualizations, adds ETF Screeners, Custom Dashboards, and Correlation coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
Koyfin adds
- ETF Screeners
- Custom Dashboards
- Correlation
- Portfolio
Perplexity Finance keeps to itself
- Improved Filings
- US Government Trades
- Insider Data
- Institutional Data
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Simply Wall St
55% overlapEditor’s pick
Hands-on review
Simply Wall St overlaps on Screeners, Watchlist, and Data Visualizations, adds Stock Ideas, Portfolio, and Financials coverage, keeps a free plan on the table while matching Perplexity Finance.
Simply Wall St adds
- Stock Ideas
- Portfolio
- Financials
- Valuation Models
Perplexity Finance keeps to itself
- Calendar
- Analyst Forecasts
- Improved Filings
- US Government Trades
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Stock Analysis
55% overlapEditor’s pick
Hands-on review
Stock Analysis overlaps on Screeners, Watchlist, and Data Visualizations, adds Stock Ideas, ETF Screeners, and Top Analysts coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
Stock Analysis adds
- Stock Ideas
- ETF Screeners
- Top Analysts
- Stock Comparison
Perplexity Finance keeps to itself
- Improved Filings
- US Government Trades
- Insider Data
- Institutional Data
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Stockopedia
55% overlapEditor’s pick
Hands-on review
Stockopedia overlaps on Screeners, Watchlist, and Data Visualizations, adds Stock Ideas, Financials, and Scores coverage while matching Perplexity Finance.
Shared categories
Stockopedia adds
- Stock Ideas
- Financials
- Scores
- Checklist
Perplexity Finance keeps to itself
- Improved Filings
- US Government Trades
- Insider Data
- Institutional Data
Shared platforms
WebMobile
Shared pricing
Subscription
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.