VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Thursday, January 8, 2026
Tool Comparison
AUM 13F vs Perplexity Finance comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Perplexity Finance
perplexity.ai
Comparison highlights
- Tool score: the chart below shows community vote sentiment over the last 8 weeks. Use it as a signal, not a verdict.
- Overlap: both cover Insider Data, Improved Filings, and Watchlist and 1 other categories.
- Coverage tilt: AUM 13F has 3 categories you won't get in Perplexity Finance; Perplexity Finance has 7 unique categories.
- Platforms: AUM 13F runs on Web; Perplexity Finance runs on Web, Mobile.
Category leaders
- Screeners: Perplexity Finance is tagged for this workflow; AUM 13F has no category votes yet.
- Watchlist: Perplexity Finance leads (+2 vs 0 net votes for AUM 13F).
- News: Perplexity Finance is tagged for this workflow; AUM 13F has no category votes yet.
- Data Visualizations: not enough category votes yet to call a leader.
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Side-by-side metrics
| Attribute | AUM 13F | Perplexity Finance |
|---|---|---|
Asset types Supported asset classes and universes | Stocks, ETFs, Hedge Funds, Private Funds, Real Estate, Funds | Stocks, ETFs, Mutual Funds, Cryptos, Options |
Experience levels Who each product is built for | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, Mobile |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Coverage overlap
Shared categories
Categories where both tools offer overlapping coverage.
Perplexity Finance strengths
Categories covered by Perplexity Finance but not AUM 13F.
Frequently Asked Questions
Which workflows do AUM 13F and Perplexity Finance both support?
Both platforms cover Insider Data, Improved Filings, Watchlist, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do AUM 13F and Perplexity Finance require subscriptions?
Both AUM 13F and Perplexity Finance keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Perplexity Finance ships a dedicated mobile experience, while AUM 13F focuses on web or desktop access.
What unique strengths set the two platforms apart?
AUM 13F differentiates itself with Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data., Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size., and Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4)., whereas Perplexity Finance stands out for Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., and Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news..
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
- Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Watchlist.
ScreenersData VisualizationsWatchlist - GuruFocusEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and US Government Trades.
ScreenersData VisualizationsUS Government Trades - CapEdgeEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Improved Filings.
ScreenersData VisualizationsImproved Filings - TIKREditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Watchlist.
ScreenersData VisualizationsWatchlist - InsideArbitrage
Overlap: News, Alerts, and Calendar.
NewsAlertsCalendar - Monexa
Overlap: News, Calendar, and Analyst Forecasts.
NewsCalendarAnalyst Forecasts
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.