VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View FintoolView Perplexity FinanceBack to Home

Head-to-head

Fintool vs Perplexity Finance comparison

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

Quick takeaways

Fintool adds AI Chat, AI Report, AI Earnings Summary, Data APIs, and APIs & SDKs coverage that Perplexity Finance skips.

Perplexity Finance includes Data Visualizations, News, ETF Overview, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets categories that Fintool omits.

Fintool highlights: Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., and Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events..

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 keeps a free entry point that Fintool lacks.

Perplexity Finance offers mobile access, which Fintool skips.

Fintool logo

Fintool

fintool.com

Hands-on review

AI-powered research platform combining SEC filings, earnings transcripts, and financial data with natural-language querying. Two tiers: Regular includes unlimited queries, filings and transcripts, advanced screening, real-time market data, and up to 5 user seats. Enterprise adds API access, private-data connectors, and enterprise-grade security. A 14-day free trial is available.

Platforms

Web
API

Pricing

Subscription

Quick highlights

  • Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations.
  • Built-in company screener and watchlists, plus workflow tools and sharable watchlists.
  • Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events.
  • Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.
  • Enterprise-grade private data handling: connectors for SharePoint, OneDrive, and Google Drive; role-based access control, audit logs, SIEM export, and IDP integrations (Okta, Azure AD, Google Workspace). Vendor promises no training on customer data; AES-256 at rest and TLS 1.2+ in transit.

Community votes (overall)

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Perplexity Finance logo

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.

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.

Community votes (overall)

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Transcripts, Financials, and Screeners plus 1 more area.

Where they differ

Fintool

Distinct strengths include:

AI Chat
AI Report
AI Earnings Summary
Data APIs
APIs & SDKs
  • Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations.
  • Built-in company screener and watchlists, plus workflow tools and sharable watchlists.
  • Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events.
  • Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.

Perplexity Finance

Distinct strengths include:

Data Visualizations
News
ETF Overview
Analyst Forecasts
Analyst Recommendations
Analyst Price Targets
  • 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

AttributeFintoolPerplexity Finance
Categories

Which research workflows each platform targets

Shared: Transcripts, Financials, Screeners, Watchlist

Unique: AI Chat, AI Report, AI Earnings Summary, Data APIs, APIs & SDKs

Shared: Transcripts, Financials, Screeners, Watchlist

Unique: Data Visualizations, News, ETF Overview, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets

Asset types

Supported asset classes and universes

Stocks

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

Web, API

Web, Mobile, Desktop

Pricing

High-level pricing models

Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations.
  • Built-in company screener and watchlists, plus workflow tools and sharable watchlists.
  • Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events.
  • Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.
  • Enterprise-grade private data handling: connectors for SharePoint, OneDrive, and Google Drive; role-based access control, audit logs, SIEM export, and IDP integrations (Okta, Azure AD, Google Workspace). Vendor promises no training on customer data; AES-256 at rest and TLS 1.2+ in transit.
  • Workflow templates like 'Draft an Earnings Memo with AI', integrated charting, and collaborative sharing controls.

Unique

  • 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.
  • Global market coverage spanning US, UK, Germany, Canada, Australia, Japan, and Thailand.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do Fintool and Perplexity Finance both support?

Both platforms cover Transcripts, Financials, Screeners, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Perplexity Finance offers a free entry point, while Fintool requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

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

What unique strengths set the two platforms apart?

Fintool differentiates itself with Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., and Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events., 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..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.