Fey adds Stock Comparison, Portfolio, Alerts, Calendar, Factor Exposure, and Blogs coverage that Perplexity Finance skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Friday, October 10, 2025
Head-to-head
Fey vs Perplexity Finance comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Perplexity Finance includes ETF Overview categories that Fey omits.
Fey highlights: Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results., Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards., and Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions..
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 offers mobile access, which Fey skips.
Fey
fey.com
Desktop‑first investing research tool with real‑time quotes, natural‑language stock Finder, curated news feed, and an earnings experience (instant press releases, live call audio, transcripts, summaries). Portfolio sync via Plaid (IBKR, Schwab, Robinhood, E*TRADE), plus manual entry. **Acquired by Wealthsimple on Aug 27, 2025**; standalone Fey service **winds down Sep 30, 2025** with refunds for remaining subscription balances.
Categories
Platforms
Desktop
Web
Pricing
Subscription
Free
Other
Quick highlights
- Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results.
- Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards.
- Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions.
- News & ‘For you’: curated, ad‑free news feed, daily recaps, and watchlist‑aware updates.
- Portfolio: broker sync via Plaid (Interactive Brokers, Charles Schwab, Robinhood, E*TRADE), multi‑account view, S&P comparison; optional manual portfolios; desktop widget.
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Perplexity Finance
perplexity.ai
Editor’s pick Hands-on review
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
Web
Mobile
Desktop
Pricing
Free
Subscription
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.
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Overlap
Shared focus areas
9 overlapsMutual strengths include Screeners, Data Visualizations, and Watchlist plus 6 more areas.
Where they differ
Fey
Distinct strengths include:
- Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results.
- Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards.
- Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions.
- News & ‘For you’: curated, ad‑free news feed, daily recaps, and watchlist‑aware updates.
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 | Fey | Perplexity Finance |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Data Visualizations, Watchlist, News, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts Unique: Stock Comparison, Portfolio, Alerts, Calendar, Factor Exposure, Blogs | Shared: Screeners, Data Visualizations, Watchlist, News, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts Unique: ETF Overview |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, ETFs, Mutual Funds, Closed-End Funds, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Desktop, Web | Web, Mobile, Desktop |
Pricing High-level pricing models | Subscription, Free, Other | 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 Fey and Perplexity Finance both support?
Both platforms cover Screeners, Data Visualizations, Watchlist, News, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, and Transcripts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Fey and Perplexity Finance require subscriptions?
Both Fey 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 Fey focuses on web or desktop access.
What unique strengths set the two platforms apart?
Fey differentiates itself with Finder: natural‑language stock screening (e.g., “undervalued tech with insider buying”, “Pelosi portfolio”) with editable filters; ~2s query‑to‑results., Earnings in real time: instant press‑release detection with ~0.8‑second summaries, live in‑app call audio, transcripts, and clear highlight cards., and Live Pricing: vendor‑stated real‑time quotes (no 15‑min delay) for equities; analyst estimates, company financials, peer analysis, historical earnings, insider transactions., 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..
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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.