★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
AUM 13F vs Perplexity Finance
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You care about alerts, something Perplexity Finance doesn't offer
Start here
Perplexity Finance
Free • From $20/mo · Web · Mobile · API
- You want the cheaper way in: plans start at $20/mo instead of $29/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
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
AUM 13F and Perplexity Finance cover a lot of the same ground (5 shared categories, including institutional ownership, insider data, and improved filings), so for the basics you won't go far wrong with either. Perplexity Finance simply does more: 12 categories to AUM 13F's 6, including screeners, news, and calendar, plus a mobile app. AUM 13F counters by keeping things simpler.
What readers say
AUM 13F
Vote once to reveal the community verdict.
Perplexity Finance
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Perplexity Finance$20/mo vs $29/mo
- Broader coverage
- Perplexity Finance12 vs 6 categories
- Mobile app
- Perplexity Finance
- API access
- Perplexity Finance
- Real-time data
- Perplexity Finance
- Beginner friendly
- Perplexity Finance
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 • From $29/mo | Free • From $20/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | 4 limits: Standard (Free): pro searches: Limited, Pro: pro searches: Extended access +2 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | Yes |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | Retail Traders, Pro Retail +6 more |
Categories covered | 6 | 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 AUM 13F | Visit Perplexity Finance |
Where each one shines
What AUM 13F and Perplexity Finance each do best.ShowHide
Where each one shines
What AUM 13F and Perplexity Finance each do best.What AUM 13F does best
- Research asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browse large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filter managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Open firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- Use the latest EDGAR filings feed with filing-type filters for 13F, Form D, 8-K, 10-Q, 10-K, insider forms, and other disclosures.
What Perplexity Finance does best
- Use finance pages for stocks, ETFs, mutual funds, crypto, options, charts, news, financial data, analyst estimates, ownership data, filings, and earnings context.
- Ask cited finance questions that can reference SEC filings, company documents, news, and third-party finance datasets.
- Use upgraded charts with volume, OHLCV tooltips, candlestick or area views, comparison overlays, moving averages, and custom date ranges.
- Build watchlists and review AI-generated briefings that combine watchlist price movement with relevant market news.
- Screen 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 AUM 13F and Perplexity Finance, side by side.ShowHide
Every detail we compared
Every tracked attribute for AUM 13F and Perplexity Finance, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsMutual FundsCryptosOptions |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Retail TradersPro RetailLong-term InvestorsDay TradersStudents/ResearchersFinancial AdvisorsAnalystsInstitutional Investors |
Regions | Not specified | North AmericaAPAC |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | 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 | Chen Software LLCSupport: 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 | Freedaily views: Limited (not disclosed) | Free“Standard (Free)”pro searches: Limited |
| Entry paid plan | $29/mo“Subscription” | $20/mo“Pro”pro searches: Extended access |
| Tier 2 | — | $200/mo“Max”pro searches per day: Unlimited |
| Top plan | — | Subscription“Agent API finance_search”tool call pricing: $5 per 1,000 invocations |
Questions we keep getting
What's the difference between AUM 13F and Perplexity Finance?
AUM 13F leans toward institutional ownership, insider data, and improved filings, 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 AUM 13F and Perplexity Finance cost?
Good news: both AUM 13F 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: AUM 13F or Perplexity Finance?
Perplexity Finance is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use AUM 13F or Perplexity Finance on my phone?
Perplexity Finance lists a dedicated mobile app, so it travels better. AUM 13F doesn't list a dedicated mobile app; its documented access is web.
Does AUM 13F or Perplexity Finance have an API?
Perplexity Finance has an API for programmatic access and custom integrations. AUM 13F doesn't, so you're working through its interface.
Should I choose AUM 13F or Perplexity Finance?
It depends on what you're after. Pick AUM 13F if alerts matter to you; go with Perplexity Finance if you'd rather have screeners and news. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and Perplexity Finance cover?
Both cover stocks and ETFs. AUM 13F also handles hedge funds, private funds, and real estate. Perplexity Finance adds mutual funds, cryptos, and options on top.
Does AUM 13F or Perplexity Finance have real-time data?
Perplexity Finance offers real-time data, which matters if you trade actively. AUM 13F 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 AUM 13F or Perplexity Finance better for day trading?
Perplexity Finance is the one positioned more for active traders. AUM 13F 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: AUM 13F or Perplexity Finance?
Perplexity Finance has a stock screener for surfacing ideas; AUM 13F 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.