VOL. XCIV, NO. 247

★ BEST INVESTING TOOLS COMPARISON ★

NO ADVICE

Tuesday, February 24, 2026

Tool Comparison

AUM 13F vs Perplexity Finance comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

AUM 13F logo

AUM 13F

aum13f.com

PricingFree, Subscription
PlatformsWeb
Perplexity Finance logo

Perplexity Finance

perplexity.ai

PricingFree, Subscription
PlatformsWeb, Mobile
Editor's pickHands-on review
Top 50 Investing ToolsThe global ranking of the best investing tools, ranked by community votes.

At a glance

Platforms
AUM 13FWeb
Perplexity FinanceWeb, Mobile
Categories
AUM 13F7
Perplexity Finance11
Pricing details

Tool

AUM 13F

$29/mo

Starting price

Free tierYes
Free trial

Plans & pricing

FreeFree
Subscription$29/mo

Tool

Perplexity Finance

$20/mo

Starting price

Free tierYes
Free trial

Plans & pricing

Standard (Free)Free
Pro$20/mo
Max$200/mo
Category leaders
ScreenersPerplexity Finance
WatchlistPerplexity Finance
NewsPerplexity Finance
AlertsAUM 13F
Browse the #1 tool in 90+ categories

Vote sentiment comparison

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Platform details

AttributeAUM 13FPerplexity Finance
Asset types
StocksETFsHedge FundsPrivate FundsReal EstateFunds
StocksETFsMutual FundsCryptosOptions
Experience
IntermediateAdvanced
BeginnerIntermediateAdvanced
Regions
Not specified
North AmericaAPAC
Data freshness
Not specified
Real-time
API access
Not specifiedNot specified
Export formats
Not specifiedNot specified

Coverage overlap

Shared categories4

Categories where both tools offer overlapping coverage.

AUM 13F strengths3

Categories covered by AUM 13F only.

Perplexity Finance strengths7

Categories covered by Perplexity Finance only.

Frequently Asked Questions

What's the difference between AUM 13F and Perplexity Finance?

AUM 13F focuses on 13F, 13D/13G, and Insider Data while Perplexity Finance specializes in Screeners, Watchlist, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

How much do AUM 13F and Perplexity Finance cost?

Good news—both AUM 13F and Perplexity Finance offer free plans. You can try each platform without commitment and only pay when you need premium features.

Which is better for beginners—AUM 13F or Perplexity Finance?

Perplexity Finance is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Can I use AUM 13F or Perplexity Finance on my phone?

Perplexity Finance has a mobile app so you can check your research on the go. AUM 13F is web-only, so you'll need a browser to access it from mobile devices.

Should I choose AUM 13F or Perplexity Finance?

Choose AUM 13F if you need Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data., and Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.. Go with Perplexity Finance if Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., and Real-time newswire feeds for equities and markets, with headline → full story and related coverage. better fits how you invest.

What asset classes do AUM 13F and Perplexity Finance cover?

Both cover Stocks, and ETFs. AUM 13F also includes Hedge Funds, Private Funds, Real Estate, and Funds. Perplexity Finance adds coverage for Mutual Funds, Cryptos, and Options.

Does AUM 13F or Perplexity Finance have real-time data?

Perplexity Finance offers real-time data feeds, which is essential for active traders. AUM 13F uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Is AUM 13F or Perplexity Finance better for day trading?

Perplexity Finance is built with active traders in mind, offering features like real-time data and technical analysis. AUM 13F is better suited for buy-and-hold investors focused on fundamentals.

Which has a better stock screener—AUM 13F or Perplexity Finance?

Perplexity Finance includes a stock screener for finding investment ideas. AUM 13F focuses on other analytical tools.

Keep Exploring

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.