★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
13F Insight vs Perplexity Finance
Pick 13F Insight if
13F Insight
Free • Contact for pricing · Web · API
- You care about regulatory filings monitoring, alerts, and AI research, things Perplexity Finance doesn't offer
Pick Perplexity Finance if
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 care about screeners, calendar, and analyst forecasts, things 13F Insight doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
13F Insight and Perplexity Finance cover a lot of the same ground (5 shared categories, including data visualizations, watchlist, and institutional ownership), so for the basics you won't go far wrong with either. The real difference is focus: only 13F Insight gives you regulatory filings monitoring and alerts, and only Perplexity Finance gives you screeners and calendar.
What readers say
13F Insight
Vote once to reveal the community verdict.
Perplexity Finance
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- Perplexity Finance
- Mobile app
- Perplexity Finance
- Global coverage
- Perplexity Finance
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Contact for pricing | Free • From $20/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 3 limits: Free: watchlist items: 5, Standard: watchlist items: 20 +1 more | 6 limits: Standard (Free): pro searches: Limited, Pro: pro searches: Extended access +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | Yes |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +6 more |
Categories covered | 10 | 12 |
Regions | North America | North America, APAC |
| Data & capabilities | ||
Data quality | — | Latency: Real-time |
Data partners | — | 6 partners: Financial Modeling Prep, Unusual Whales +4 more |
Capabilities | AI summaries: Filings | Universe builder and AI summaries: Filings and News |
Security | Encryption in transit | SOC2 and Status page |
| Try it | Visit 13F Insight | Visit Perplexity Finance |
Where each one shines
What 13F Insight and Perplexity Finance each do best.ShowHide
Where each one shines
What 13F Insight and Perplexity Finance each do best.What 13F Insight does best
- Tracking institutional 13F holdings, Form 4 insider transactions, and 13D/G beneficial ownership reports from one filing-focused workspace.
- Research coverage for more than 30,000 institutional filers with indexed filing history, AUM context, current holdings, and position-change views.
- The AI Agent on filer, stock, and insider pages to ask plain-English questions over real SEC filings with sourced citations.
- Views for reviewing AI-generated filing summaries, position-change analysis, and unusual-activity alerts as a starting point for research.
- Tools for building filer and stock watchlists, with free and paid tiers setting different watchlist limits.
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.
Every detail we compared
Every tracked attribute for 13F Insight and Perplexity Finance, side by side.ShowHide
Every detail we compared
Every tracked attribute for 13F Insight and Perplexity Finance, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsBonds | StocksETFsMutual FundsCryptosOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailValue InvestorsGrowth InvestorsAnalysts | Retail TradersPro RetailLong-term InvestorsDay TradersStudents/ResearchersFinancial AdvisorsAnalystsInstitutional Investors |
Regions | North America | North AmericaAPAC |
Coverage details | Countries: USIdentifiers: Ticker, 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 | Encryption in transit | SOC2Status page |
Capability signals | AI summaries: Filings | Universe builderAI summaries: Filings and News |
Vendor & support | 13F InsightSupport: Email | Perplexity AI, Inc.Support: Email, Chat, and Forum |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlist items: 5 | Free“Standard (Free)”pro searches: Limited |
| Entry paid plan | Subscription“Standard”watchlist items: 20 | $20/mo“Pro”pro searches: Extended access · annual price usd: 200 |
| Tier 2 | Subscription“Pro”watchlist items: 100 | $200/mo“Max”pro searches per day: Unlimited · annual price usd: 2,000 |
| Top plan | — | Subscription“Agent API finance_search”tool call pricing: $5 per 1,000 invocations |
| Custom / enterprise | Contact sales“Enterprise” | — |
Questions we keep getting
What's the difference between 13F Insight and Perplexity Finance?
13F Insight leans toward data visualizations, watchlist, and institutional ownership, while Perplexity Finance puts more weight on screeners, watchlist, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do 13F Insight and Perplexity Finance cost?
Good news: both 13F Insight and Perplexity Finance have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use 13F Insight or Perplexity Finance on my phone?
Perplexity Finance lists a dedicated mobile app, so it travels better. 13F Insight doesn't list a dedicated mobile app; its documented access is web and API.
Do 13F Insight and Perplexity Finance have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose 13F Insight or Perplexity Finance?
It depends on what you're after. Pick 13F Insight if regulatory filings monitoring and alerts matter to you; go with Perplexity Finance if you'd rather have screeners and calendar. And if you only need the basics both share, let price decide.
What asset classes do 13F Insight and Perplexity Finance cover?
Both cover stocks, ETFs, and options. 13F Insight also handles bonds. Perplexity Finance adds mutual funds and cryptos on top.
Does 13F Insight or Perplexity Finance have real-time data?
Perplexity Finance offers real-time data, which matters if you trade actively. 13F Insight 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.
Which covers international markets: 13F Insight or Perplexity Finance?
Perplexity Finance has documented international coverage (North America and APAC), so it's the safer bet if you hold non-US stocks. 13F Insight is more region-specific, mainly North America.
Is 13F Insight or Perplexity Finance better for day trading?
Perplexity Finance is the one positioned more for active traders. 13F Insight 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 Insight or Perplexity Finance?
Perplexity Finance has a stock screener for surfacing ideas; 13F Insight doesn't, and focuses its energy elsewhere.
Keep researching
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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.