VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing AlphaSense and Perplexity Finance will find that Both AlphaSense and Perplexity Finance concentrate on Transcripts, Analyst Recommendations, and Analyst Price Targets workflows, making them natural alternatives for similar investment research jobs. AlphaSense leans into Improved Filings, Diff View, and Earnings Calls Sentiment, which can be decisive for teams that need depth over breadth. Perplexity Finance stands out with Financials, Data Visualizations, and ETF Overview that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
AlphaSense vs Perplexity Finance
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- AlphaSense adds Improved Filings, Diff View, Earnings Calls Sentiment, Notes & Highlights, AI, AI Earnings Summary, AI Report, 13F, Alerts, and Data APIs coverage that Perplexity Finance skips.
- Perplexity Finance includes Financials, Data Visualizations, and ETF Overview categories that AlphaSense omits.
- AlphaSense highlights: Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news., Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries., and Blackline (redline) comparisons to highlight changes across versions of filings or document sections..
- Perplexity Finance is known for: Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..
- Perplexity Finance keeps a free entry point that AlphaSense lacks.
AlphaSense
alpha-sense.com
AlphaSense is an enterprise-grade market intelligence platform that combines a massive library of filings, research, transcripts, and news with AI-powered search and summarization. Broker research access depends on entitlements, while premium features like Expert Calls or Canalyst models are offered as add-ons. Enterprise Intelligence expands the platform to include secure integration of a firm’s own internal content.
Categories
Platforms
Pricing
Quick highlights
- Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news.
- Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries.
- Blackline (redline) comparisons to highlight changes across versions of filings or document sections.
- Table Tools to extract structured financial tables and export them to Excel with minimal friction.
- Company financial tearsheets combining Reuters Fundamentals with I/B/E/S consensus estimates.
Perplexity Finance
perplexity.ai
AI-assisted finance hub with quote and overview pages for stocks, ETFs, funds, and crypto. Free to use with search limits; Pro lifts caps and unlocks Pro/Deep Research. Enterprise Pro connects to data subscriptions like FactSet and Crunchbase and adds SSO/SCIM. Data providers are disclosed on each page. Not designed for trading execution.
Categories
Platforms
Pricing
Quick highlights
- Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
- Watchlist feature and a Screener tab available directly in the Finance hub.
- AI-curated news feeds on instrument pages with linked sources.
- Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
- Crypto section with Historical Data downloads and Coinbase COIN50 index charts on the Finance homepage.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
AlphaSense
Distinct strengths include:
- Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news.
- Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries.
- Blackline (redline) comparisons to highlight changes across versions of filings or document sections.
- Table Tools to extract structured financial tables and export them to Excel with minimal friction.
Perplexity Finance
Distinct strengths include:
- Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
- Watchlist feature and a Screener tab available directly in the Finance hub.
- AI-curated news feeds on instrument pages with linked sources.
- Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
Feature-by-feature breakdown
| Attribute | AlphaSense | Perplexity Finance |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Transcripts, Analyst Recommendations, Analyst Price Targets, Analyst Forecasts, Screeners, News, Watchlist Unique: Improved Filings, Diff View, Earnings Calls Sentiment, Notes & Highlights, AI, AI Earnings Summary, AI Report, 13F, Alerts, Data APIs | Shared: Transcripts, Analyst Recommendations, Analyst Price Targets, Analyst Forecasts, Screeners, News, Watchlist Unique: Financials, Data Visualizations, ETF Overview |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Mutual Funds, Closed-End Funds, Cryptos |
Experience levels Who each product is built for | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile, API | Web, Mobile, Desktop |
Pricing High-level pricing models | Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Frequently Asked Questions
Which workflows do AlphaSense and Perplexity Finance both support?
Both platforms cover Transcripts, Analyst Recommendations, Analyst Price Targets, Analyst Forecasts, Screeners, News, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Perplexity Finance offers a free entry point, while AlphaSense requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access AlphaSense and Perplexity Finance?
Both AlphaSense and Perplexity Finance support web and mobile access, making it easy to keep tabs on research away from the desk.
What unique strengths set the two platforms apart?
AlphaSense differentiates itself with Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news., Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries., and Blackline (redline) comparisons to highlight changes across versions of filings or document sections., whereas Perplexity Finance stands out for Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..
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.