VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: 13f.info checked September 30, 2026 · Perplexity Finance checked September 24, 2026
Tool Comparison
13f.info vs Perplexity Finance
- Paid from
- $20/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want an API so you can script or automate things
Pick 13f.info instead if
13f.info
Free · Web
- Go this way if it's completely free.
Start here
Perplexity Finance
Free • From $20/mo · Web · Mobile · API
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want an API so you can script or automate things
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
13f.info and Perplexity Finance cover a lot of the same ground (3 shared categories, institutional ownership, improved filings, and data visualizations), so for the basics you won't go far wrong with either. Perplexity Finance simply does more: 12 categories to 13f.info's 3, including screeners, watchlist, and news, plus a mobile app. 13f.info counters by being completely free.
What readers say
13f.info
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Perplexity Finance
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Key differences at a glance
- Real-time data
- Perplexity Finance
- Broader coverage
- Perplexity Finance12 vs 3 categories
- Mobile app
- Perplexity Finance
- API access
- Perplexity Finance
- Asset coverage
- Perplexity FinanceAdds mutual funds and cryptos
- Free plan
- Both
What 13f.info does best
- Find institutional portfolio disclosures.
- Inspect reported position changes.
- Trace a manager's reported investment over time.
- Find managers reporting a specific holding.
- Follow links to original SEC documents.
What Perplexity Finance does best
- Finance pages for stocks, ETFs, mutual funds, crypto, options, charts, news, financial data, analyst estimates, ownership data, filings, and earnings context.
- Support for asking cited finance questions that can reference SEC filings, company documents, news, and third-party finance datasets.
- Upgraded charts with volume, OHLCV tooltips, candlestick or area views, comparison overlays, moving averages, and custom date ranges.
- Tools for building watchlists and review AI-generated briefings that combine watchlist price movement with relevant market news.
- Screening for stocks in natural language with filters, columns, sorting, and coverage that includes U.S. and Indian equities.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $20/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 6 limits: Standard (Free): pro searches per day: 3, Pro: pro searches: Extended access +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | Yes |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | Value Investors, Analysts +1 more | Retail Traders, Pro Retail +6 more |
Categories covered | 3 | 12 |
Regions | — | North America, APAC |
| Data & capabilities | ||
Data quality | — | Latency: Real-time |
Data partners | — | 6 partners: Financial Modeling Prep, Unusual Whales +4 more |
Capabilities | — | Universe builder and AI summaries: Filings and News |
Security | — | SOC2 and Status page |
| Try it | Visit 13f.info | Visit Perplexity Finance |
Standout features
The best features of 13f.info and Perplexity Finance.ShowHide
Standout features
What 13f.info does best
- Find institutional portfolio disclosures.
- Inspect reported position changes.
- Trace a manager's reported investment over time.
- Find managers reporting a specific holding.
- Follow links to original SEC documents.
What Perplexity Finance does best
- Finance pages for stocks, ETFs, mutual funds, crypto, options, charts, news, financial data, analyst estimates, ownership data, filings, and earnings context.
- Support for asking cited finance questions that can reference SEC filings, company documents, news, and third-party finance datasets.
- Upgraded charts with volume, OHLCV tooltips, candlestick or area views, comparison overlays, moving averages, and custom date ranges.
- Tools for building watchlists and review AI-generated briefings that combine watchlist price movement with relevant market news.
- Screening for stocks in natural language with filters, columns, sorting, and coverage that includes U.S. and Indian equities.
All details
Every attribute we track for 13f.info and Perplexity Finance.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptions | StocksETFsMutual FundsCryptosOptions |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Value InvestorsAnalystsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsDay TradersStudents/ResearchersFinancial AdvisorsAnalystsInstitutional Investors |
Regions | Not specified | North AmericaAPAC |
Coverage details | Identifiers: CUSIP and CIK | Countries: US and INIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-time |
Data partners | Not specified | Financial Modeling PrepUnusual WhalesQuartrFiscal.aiS&P Global Market IntelligenceMorningstar |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Status page |
Capability signals | Not specified | Universe builderAI summaries: Filings and News |
Vendor & support | Support: Email | Perplexity AI, Inc.Support: Email, Chat, and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Free“Standard (Free)”pro searches per day: 3 |
| Entry paid plan | — | $20/mo“Pro”pro searches: Extended access · annual price usd: 200 |
| Tier 2 | — | $200/mo“Max”pro searches: Weekly limits for advanced use · annual price usd: 2,000 |
| Top plan | — | $10/mo“Education Pro” |
Questions we keep getting
What's the difference between 13f.info and Perplexity Finance?
13f.info leans toward institutional ownership, improved filings, and data visualizations, while Perplexity Finance puts more weight on screeners, watchlist, and data visualizations. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do 13f.info and Perplexity Finance cost?
Good news: both 13f.info and Perplexity Finance have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: 13f.info or Perplexity Finance?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use 13f.info or Perplexity Finance on my phone?
Perplexity Finance lists a dedicated mobile app, so it travels better. 13f.info doesn't list a dedicated mobile app; its documented access is web.
Does 13f.info or Perplexity Finance have an API?
Perplexity Finance has an API for programmatic access and custom integrations. 13f.info doesn't, so you're working through its interface.
Should I choose 13f.info or Perplexity Finance?
It depends on what you're after. Pick 13f.info if you prefer its overall approach; go with Perplexity Finance if you'd rather have screeners and watchlist. And if you only need the basics both share, let price decide.
What asset classes do 13f.info and Perplexity Finance cover?
Both cover stocks, ETFs, and options. Perplexity Finance adds mutual funds and cryptos on top.
Does 13f.info or Perplexity Finance have real-time data?
Perplexity Finance offers real-time data, which matters if you trade actively. 13f.info runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Is 13f.info or Perplexity Finance better for day trading?
Perplexity Finance is the one positioned more for active traders. 13f.info is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: 13f.info or Perplexity Finance?
Perplexity Finance has a stock screener for surfacing ideas; 13f.info doesn't, and focuses its energy elsewhere.
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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.