Financial Datasets vs Perplexity Finance comparison

Both platforms cover Screeners, Analyst Forecasts, Insider Data, Institutional Data, Improved Filings, and News workflows, so you can research those use cases in either tool before digging into the feature differences below.

Both Financial Datasets and Perplexity Finance keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Perplexity Finance ships a dedicated mobile experience, while Financial Datasets focuses on web or desktop access.

Financial Datasets differentiates itself with Simple REST API designed for “AI financial agents, portfolio management tools, stock analysis platforms, quantitative trading algorithms,” with endpoints for financial statements, stock prices, segmented financials, insider trades, institutional ownership, SEC filings, crypto prices, news, and more., Market coverage for equities: “Complete US public company data” with “100% coverage” of US publicly-traded companies (30,000+ tickers), including active and delisted stocks; non-US markets not yet available., and Stock prices endpoint supports minute/day/week/month/year intervals and pulls prices from verified exchanges like NASDAQ, NYSE, and AMEX (useful for charting/backtesting workflows)., 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..