Koyfin overlaps on Financials, Data Visualizations, and News and pushes into Portfolio and ETF Screeners with Perplexity Finance and is the quickest matchup to review first.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, December 3, 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
Koyfin, Seeking Alpha, and Fiscal.ai keep freemium tiers so you can benchmark Perplexity Finance without committing budget.
Perplexity Finance rivals most often add coverage in Alerts, Calendar, and Portfolio, so focus there when evaluating upgrades.
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Matchups catalogued
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Include free tiers
14
Offer mobile access
80%
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.
- Analyst Price Targets23
- Screeners23
- Watchlist23
- News22
- Analyst Forecasts21
- Financials21
Where rivals add depth
Common coverage areas that comparison partners introduce beyond Perplexity Finance.
- Alerts18
- Calendar17
- Portfolio16
- ETF Holdings15
- Dividends14
- Insider Data12
Where Perplexity Finance stands alone
Categories that remain exclusive to Perplexity Finance across these matchups.
- Transcripts12
- Data Visualizations10
- ETF Overview8
- Analyst Recommendations6
- Analyst Forecasts3
- Financials3
Matchups
Dive into the full comparison roster
Start with the closest overlaps, then branch into tools that push Perplexity Finance into new workflows.
Koyfin
100% overlapEditor’s pick
Hands-on review
Koyfin overlaps on Financials, Data Visualizations, and News, adds Portfolio, ETF Screeners, and Dividends coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
Koyfin adds
- Portfolio
- ETF Screeners
- Dividends
- ETF Performance
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Seeking Alpha
100% overlapEditor’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.
Shared categories
Seeking Alpha adds
- ETF Screeners
- Stock Comparison
- Portfolio
- Alerts
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Fiscal.ai
100% overlapEditor’s pick
Hands-on review
Fiscal.ai overlaps on Financials, Data Visualizations, and News, 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 Performance
Shared platforms
Web
Shared pricing
FreeSubscription
Stock Analysis
90% overlapEditor’s pick
Hands-on review
Stock Analysis overlaps on Financials, Data Visualizations, and News, 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
- IPO
Perplexity Finance keeps to itself
- Transcripts
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Stock Rover
90% overlapEditor’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.
Shared categories
Stock Rover adds
- ETF Screeners
- Stock Comparison
- ETF Comparison
- Correlation
Perplexity Finance keeps to itself
- Analyst Forecasts
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Trendlyne
90% overlapHands-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.
Shared categories
Trendlyne adds
- Options & Derivatives
- Portfolio
- Backtesting
- Investor Holdings
Perplexity Finance keeps to itself
- ETF Overview
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Stocknear
90% overlapStocknear 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.
Shared categories
Stocknear adds
- Options & Derivatives
- Alerts
- Calendar
- Dark Pool & Off-Exchange
Perplexity Finance keeps to itself
- Transcripts
Shared platforms
Web
Shared pricing
FreeSubscription
TipRanks
80% overlapEditor’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.
Shared categories
TipRanks adds
- Top Analysts
- ETF Screeners
- Stock Ideas
- Scores
Perplexity Finance keeps to itself
- Data Visualizations
- Transcripts
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Stockopedia
80% overlapEditor’s pick
Hands-on review
Stockopedia overlaps on Financials, Data Visualizations, and News, adds Stock Ideas, Scores, and Checklist coverage while matching Perplexity Finance.
Shared categories
Stockopedia adds
- Stock Ideas
- Scores
- Checklist
- Portfolio
Perplexity Finance keeps to itself
- Transcripts
- ETF Overview
Shared platforms
WebMobile
Shared pricing
Subscription
TIKR
80% overlapEditor’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.
Shared categories
TIKR adds
- Investor Holdings
- Dividends
- Valuation Models
Perplexity Finance keeps to itself
- Data Visualizations
- ETF Overview
Shared platforms
Web
Shared pricing
FreeSubscription
Investing.com
80% overlapHands-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.
Shared categories
Investing.com adds
- ETF Screeners
- Portfolio
- Alerts
- Calendar
Perplexity Finance keeps to itself
- Data Visualizations
- Transcripts
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Nasdaq.com
80% overlapHands-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.
Shared categories
Nasdaq.com adds
- Portfolio
- Calendar
- Dividends
- Splits
Perplexity Finance keeps to itself
- Data Visualizations
- Transcripts
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Tickertape
80% overlapHands-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.
Shared categories
Tickertape adds
- Portfolio
- Alerts
- Dividends
- Splits
Perplexity Finance keeps to itself
- Data Visualizations
- Transcripts
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Yahoo Finance
80% overlapHands-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.
Shared categories
Yahoo Finance adds
- Portfolio
- Alerts
- Calendar
- ETF Holdings
Perplexity Finance keeps to itself
- Transcripts
- Analyst Forecasts
Shared platforms
WebMobile
Shared pricing
FreeSubscription
ChartMill
80% overlapHands-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.
Shared categories
ChartMill adds
- Stock Ideas
- Alerts
- Calendar
- Scores
Perplexity Finance keeps to itself
- Transcripts
- ETF Overview
Shared platforms
Web
Shared pricing
FreeSubscription
MarketWatch
70% overlapHands-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.
Shared categories
MarketWatch adds
- Alerts
- Calendar
- Paper Trading
- Options
Perplexity Finance keeps to itself
- Transcripts
- Analyst Forecasts
- Analyst Recommendations
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Zacks (Zacks.com)
70% overlapHands-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.
Shared categories
Zacks (Zacks.com) adds
- ETF Screeners
- Portfolio
- Calendar
- Alerts
Perplexity Finance keeps to itself
- Financials
- Data Visualizations
- Analyst Recommendations
Shared platforms
WebMobile
Shared pricing
FreeSubscription
Stock Unlock
70% overlapHands-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.
Shared categories
Stock Unlock adds
- Stock Comparison
- ETF Holdings
- Portfolio
- Dividends
Perplexity Finance keeps to itself
- Financials
- News
- Transcripts
Shared platforms
Web
Shared pricing
FreeSubscription
YCharts
70% overlapHands-on review
YCharts overlaps on Financials, Data Visualizations, and News, adds Stock Comparison, ETF Comparison, and Portfolio coverage while matching Perplexity Finance.
Shared categories
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
Alpha Spread
70% overlapAlpha Spread overlaps on Financials, News, and Watchlist, adds Stock Comparison, Stock Ideas, and Valuation Models coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
Alpha Spread adds
- Stock Comparison
- Stock Ideas
- Valuation Models
- Portfolio
Perplexity Finance keeps to itself
- Data Visualizations
- ETF Overview
- Analyst Recommendations
Shared platforms
Web
Shared pricing
FreeSubscription
AlphaSense
70% overlapAlphaSense 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
WebMobile
Shared pricing
Subscription
Gainify
70% overlapGainify overlaps on Financials, Watchlist, and Screeners, adds Stock Ideas, Calendar, and Valuation Models coverage, keeps a free plan on the table while matching Perplexity Finance.
Gainify adds
- Stock Ideas
- Calendar
- Valuation Models
- Insider Data
Perplexity Finance keeps to itself
- Data Visualizations
- News
- ETF Overview
Shared platforms
Web
Shared pricing
FreeSubscription
Monexa
70% overlapMonexa overlaps on Financials, News, and Watchlist, adds News Sentiment, Calendar, and Valuation Models coverage, keeps a free plan on the table while matching Perplexity Finance.
Shared categories
Monexa adds
- News Sentiment
- Calendar
- Valuation Models
- Dividends
Perplexity Finance keeps to itself
- Data Visualizations
- ETF Overview
- Analyst Recommendations
Shared platforms
Web
Shared pricing
FreeSubscription
OpenBB
70% overlapOpenBB 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
FreeSubscription
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.