VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Friday, October 17, 2025

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

Seeking Alpha overlaps on Financials, Data Visualizations, and News and pushes into ETF Screeners and Stock Comparison with Perplexity Finance and is the quickest matchup to review first.

Seeking Alpha, Fiscal.ai, and Stock Rover keep freemium tiers so you can benchmark Perplexity Finance without committing budget.

Perplexity Finance rivals most often add coverage in Alerts, Portfolio, and Calendar, so focus there when evaluating upgrades.

24

Matchups catalogued

21

Include free tiers

16

Offer mobile access

76%

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.

  • News
    22
  • Screeners
    22
  • Watchlist
    22
  • Financials
    21
  • Analyst Price Targets
    20
  • Analyst Forecasts
    18

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Perplexity Finance.

  • Alerts
    20
  • Portfolio
    17
  • Calendar
    16
  • ETF Holdings
    16
  • Dividends
    14
  • Insider Data
    13

Where Perplexity Finance stands alone

Categories that remain exclusive to Perplexity Finance across these matchups.

  • Transcripts
    14
  • Data Visualizations
    9
  • Analyst Recommendations
    8
  • ETF Overview
    7
  • Analyst Forecasts
    6
  • Analyst Price Targets
    4

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push Perplexity Finance into new workflows.

Seeking Alpha logo

Seeking Alpha

100% overlap

Editor’s pick

Hands-on review

Seeking Alpha overlaps on Financials, Data Visualizations, and News, adds ETF Screeners, Stock Comparison, and Portfolio coverage, keeps a free plan on the table while matching Perplexity Finance.

Seeking Alpha adds

  • ETF Screeners
  • Stock Comparison
  • Portfolio
  • Alerts

Shared platforms

Web
Mobile

Shared pricing

Free
Subscription
Fiscal.ai logo

Fiscal.ai

90% overlap

Editor’s pick

Hands-on review

Fiscal.ai overlaps on Financials, Data Visualizations, and Watchlist, adds Stock Comparison, Portfolio, and Alerts coverage, keeps a free plan on the table while matching Perplexity Finance.

Fiscal.ai adds

  • Stock Comparison
  • Portfolio
  • Alerts
  • Calendar

Perplexity Finance keeps to itself

  • News

Shared platforms

Web
Mobile

Shared pricing

Free
Subscription
Stock Rover logo

Stock Rover

90% overlap

Editor’s pick

Hands-on review

Stock Rover overlaps on Financials, Data Visualizations, and News, adds ETF Screeners, Stock Comparison, and ETF Comparison coverage, keeps a free plan on the table while matching Perplexity Finance.

Stock Rover adds

  • ETF Screeners
  • Stock Comparison
  • ETF Comparison
  • Correlation

Perplexity Finance keeps to itself

  • Analyst Forecasts

Shared platforms

Web
Mobile

Shared pricing

Free
Subscription
Trendlyne logo

Trendlyne

90% overlap

Hands-on review

Trendlyne overlaps on Financials, Data Visualizations, and News, adds Options & Derivatives, Portfolio, and Backtesting coverage, keeps a free plan on the table while matching Perplexity Finance.

Trendlyne adds

  • Options & Derivatives
  • Portfolio
  • Backtesting
  • Investor Holdings

Perplexity Finance keeps to itself

  • ETF Overview

Shared platforms

Web
Mobile

Shared pricing

Free
Subscription
Stocknear logo

Stocknear

90% overlap

Stocknear overlaps on Financials, Data Visualizations, and News, adds Options & Derivatives, Alerts, and Calendar coverage, keeps a free plan on the table while matching Perplexity Finance.

Stocknear adds

  • Options & Derivatives
  • Alerts
  • Calendar
  • Dark Pool & Off-Exchange

Perplexity Finance keeps to itself

  • Transcripts

Shared platforms

Web

Shared pricing

Free
Subscription
TipRanks logo

TipRanks

80% overlap

Editor’s pick

Hands-on review

TipRanks overlaps on Financials, News, and Watchlist, adds Top Analysts, ETF Screeners, and Stock Ideas coverage, keeps a free plan on the table while matching Perplexity Finance.

TipRanks adds

  • Top Analysts
  • ETF Screeners
  • Stock Ideas
  • Scores

Perplexity Finance keeps to itself

  • Data Visualizations
  • Transcripts

Shared platforms

Web
Mobile

Shared pricing

Free
Subscription
Stockopedia logo

Stockopedia

80% overlap

Editor’s pick

Hands-on review

Stockopedia overlaps on Financials, Data Visualizations, and News, adds Stock Ideas, Scores, and Checklist coverage while matching Perplexity Finance.

Stockopedia adds

  • Stock Ideas
  • Scores
  • Checklist
  • Portfolio

Perplexity Finance keeps to itself

  • Transcripts
  • ETF Overview

Shared platforms

Web
Mobile

Shared pricing

Subscription
TIKR logo

TIKR

80% overlap

Editor’s pick

Hands-on review

TIKR overlaps on Financials, News, and Watchlist, adds Investor Holdings, Dividends, and Valuation Models coverage, keeps a free plan on the table while matching Perplexity Finance.

TIKR adds

  • Investor Holdings
  • Dividends
  • Valuation Models

Perplexity Finance keeps to itself

  • Data Visualizations
  • ETF Overview

Shared platforms

Web

Shared pricing

Free
Subscription
Investing.com logo

Investing.com

80% overlap

Hands-on review

Investing.com overlaps on Financials, News, and Watchlist, adds ETF Screeners, Portfolio, and Alerts coverage, keeps a free plan on the table while matching Perplexity Finance.

Investing.com adds

  • ETF Screeners
  • Portfolio
  • Alerts
  • Calendar

Perplexity Finance keeps to itself

  • Data Visualizations
  • Transcripts

Shared platforms

Web
Mobile

Shared pricing

Free
Subscription
Nasdaq.com logo

Nasdaq.com

80% overlap

Hands-on review

Nasdaq.com overlaps on Financials, News, and Watchlist, adds Portfolio, Calendar, and Dividends coverage, keeps a free plan on the table while matching Perplexity Finance.

Nasdaq.com adds

  • Portfolio
  • Calendar
  • Dividends
  • Splits

Perplexity Finance keeps to itself

  • Data Visualizations
  • Transcripts

Shared platforms

Web
Mobile

Shared pricing

Free
Subscription
Tickertape logo

Tickertape

80% overlap

Hands-on review

Tickertape overlaps on Financials, News, and Watchlist, adds Portfolio, Alerts, and Dividends coverage, keeps a free plan on the table while matching Perplexity Finance.

Tickertape adds

  • Portfolio
  • Alerts
  • Dividends
  • Splits

Perplexity Finance keeps to itself

  • Data Visualizations
  • Transcripts

Shared platforms

Web
Mobile

Shared pricing

Free
Subscription
Yahoo Finance logo

Yahoo Finance

80% overlap

Hands-on review

Yahoo Finance overlaps on Financials, Data Visualizations, and News, adds Portfolio, Alerts, and Calendar coverage, keeps a free plan on the table while matching Perplexity Finance.

Yahoo Finance adds

  • Portfolio
  • Alerts
  • Calendar
  • ETF Holdings

Perplexity Finance keeps to itself

  • Transcripts
  • Analyst Forecasts

Shared platforms

Web
Mobile

Shared pricing

Free
Subscription
ChartMill logo

ChartMill

80% overlap

Hands-on review

ChartMill overlaps on Financials, Data Visualizations, and News, adds Stock Ideas, Alerts, and Calendar coverage, keeps a free plan on the table while matching Perplexity Finance.

ChartMill adds

  • Stock Ideas
  • Alerts
  • Calendar
  • Scores

Perplexity Finance keeps to itself

  • Transcripts
  • ETF Overview

Shared platforms

Web

Shared pricing

Free
Subscription
Koyfin logo

Koyfin

70% overlap

Editor’s pick

Hands-on review

Koyfin overlaps on Financials, Data Visualizations, and News, adds ETF Screeners, Alerts, and Calendar coverage, keeps a free plan on the table while matching Perplexity Finance.

Koyfin adds

  • ETF Screeners
  • Alerts
  • Calendar
  • ETF Performance

Perplexity Finance keeps to itself

  • Analyst Forecasts
  • Analyst Recommendations
  • Analyst Price Targets

Shared platforms

Web
Mobile

Shared pricing

Free
Subscription
MarketWatch logo

MarketWatch

70% overlap

Hands-on review

MarketWatch overlaps on Financials, Data Visualizations, and News, adds Alerts, Calendar, and Paper Trading coverage, keeps a free plan on the table while matching Perplexity Finance.

MarketWatch adds

  • Alerts
  • Calendar
  • Paper Trading
  • Options

Perplexity Finance keeps to itself

  • Transcripts
  • Analyst Forecasts
  • Analyst Recommendations

Shared platforms

Web
Mobile

Shared pricing

Free
Subscription
Zacks (Zacks.com) logo

Zacks (Zacks.com)

70% overlap

Hands-on review

Zacks (Zacks.com) overlaps on News, Watchlist, and Screeners, adds ETF Screeners, Portfolio, and Calendar coverage, keeps a free plan on the table while matching Perplexity Finance.

Zacks (Zacks.com) adds

  • ETF Screeners
  • Portfolio
  • Calendar
  • Alerts

Perplexity Finance keeps to itself

  • Financials
  • Data Visualizations
  • Analyst Recommendations

Shared platforms

Web
Mobile

Shared pricing

Free
Subscription
Stock Unlock logo

Stock Unlock

70% overlap

Hands-on review

Stock Unlock overlaps on Data Visualizations, Watchlist, and Screeners, adds Stock Comparison, ETF Holdings, and Portfolio coverage, keeps a free plan on the table while matching Perplexity Finance.

Stock Unlock adds

  • Stock Comparison
  • ETF Holdings
  • Portfolio
  • Dividends

Perplexity Finance keeps to itself

  • Financials
  • News
  • Transcripts

Shared platforms

Web

Shared pricing

Free
Subscription
YCharts logo

YCharts

70% overlap

Hands-on review

YCharts overlaps on Financials, Data Visualizations, and News, adds Stock Comparison, ETF Comparison, and Portfolio coverage while matching Perplexity Finance.

YCharts adds

  • Stock Comparison
  • ETF Comparison
  • Portfolio
  • Correlation

Perplexity Finance keeps to itself

  • Transcripts
  • Analyst Recommendations
  • Analyst Price Targets

Shared platforms

Web

Shared pricing

Subscription
AlphaSense logo

AlphaSense

70% overlap

AlphaSense overlaps on News, Watchlist, and Screeners, adds Improved Filings, Diff View, and Earnings Calls Sentiment coverage while matching Perplexity Finance.

AlphaSense adds

  • Improved Filings
  • Diff View
  • Earnings Calls Sentiment
  • Notes & Highlights

Perplexity Finance keeps to itself

  • Financials
  • Data Visualizations
  • ETF Overview

Shared platforms

Web
Mobile

Shared pricing

Subscription
OpenBB logo

OpenBB

70% overlap

OpenBB overlaps on Financials, Data Visualizations, and News, adds APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards coverage, keeps a free plan on the table while matching Perplexity Finance.

OpenBB adds

  • APIs & SDKs
  • Sheets / Excel Add-ins
  • Custom Dashboards
  • Data APIs

Perplexity Finance keeps to itself

  • Watchlist
  • Screeners
  • Analyst Recommendations

Shared platforms

Web

Shared pricing

Free
Subscription
TradingView logo

TradingView

60% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Financials, Data Visualizations, and News, adds ETF Screeners, Stock Ideas, and Options & Derivatives coverage, keeps a free plan on the table while matching Perplexity Finance.

TradingView adds

  • ETF Screeners
  • Stock Ideas
  • Options & Derivatives
  • Portfolio

Perplexity Finance keeps to itself

  • Transcripts
  • Analyst Forecasts
  • Analyst Recommendations
  • Analyst Price Targets

Shared platforms

Web
Mobile
Desktop

Shared pricing

Free
Subscription
Simply Wall St logo

Simply Wall St

60% overlap

Editor’s pick

Hands-on review

Simply Wall St overlaps on Financials, News, and Watchlist, adds Stock Ideas, Portfolio, and Valuation Models coverage, keeps a free plan on the table while matching Perplexity Finance.

Simply Wall St adds

  • Stock Ideas
  • Portfolio
  • Valuation Models
  • Scores

Perplexity Finance keeps to itself

  • Data Visualizations
  • Transcripts
  • ETF Overview
  • Analyst Recommendations

Shared platforms

Web
Mobile

Shared pricing

Free
Subscription
Financial Modeling Prep (FMP) logo

Financial Modeling Prep (FMP)

60% overlap

Editor’s pick

Hands-on review

Financial Modeling Prep (FMP) overlaps on Financials, News, and Transcripts, adds Data APIs, ETF Holdings, and 13F coverage, keeps a free plan on the table while matching Perplexity Finance.

Financial Modeling Prep (FMP) adds

  • Data APIs
  • ETF Holdings
  • 13F
  • Insider Data

Perplexity Finance keeps to itself

  • Data Visualizations
  • Watchlist
  • Screeners
  • ETF Overview

Shared platforms

Web

Shared pricing

Free
Subscription
FINVIZ logo

FINVIZ

60% overlap

Editor’s pick

Hands-on review

FINVIZ overlaps on Financials, Data Visualizations, and News, adds Portfolio, Backtesting, and Alerts coverage, keeps a free plan on the table while matching Perplexity Finance.

FINVIZ adds

  • Portfolio
  • Backtesting
  • Alerts
  • Data APIs

Perplexity Finance keeps to itself

  • Transcripts
  • Analyst Forecasts
  • Analyst Recommendations
  • Analyst Price Targets

Shared platforms

Web

Shared pricing

Free
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.