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.
Perplexity Finance
perplexity.ai
At a glance
Tool
AUM 13F
$29/mo
Starting price
Plans & pricing
Tool
Perplexity Finance
$20/mo
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | AUM 13F | Perplexity 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 specified | Not specified |
Export formats | Not specified | Not specified |
Coverage overlap
Categories where both tools offer overlapping coverage.
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.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.