★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Perplexity Finance
Koyfin
Best for ETF screeners and custom dashboards
Free • From $39/mo
Perplexity Finance
Best for improved filings and US government trades
Free • From $20/mo
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The verdict
The bottom line
Koyfin and Perplexity Finance cover a lot of the same ground (6 shared categories, including screeners, data visualizations, and watchlist), so for the basics you won't go far wrong with either. Koyfin simply does more: 19 categories to Perplexity Finance's 12, including ETF screeners, custom dashboards, and correlation. Perplexity Finance counters by starting cheaper at $20/mo.
Key differences at a glance
- Cheaper paid plan
- Perplexity Finance$20/mo vs $39/mo
- Broader coverage
- Koyfin19 vs 12 categories
- API access
- Perplexity Finance
- Free plan
- Both
Choose
Koyfin if…
- You care about ETF screeners, custom dashboards, and correlation, things Perplexity Finance doesn't offer
Choose
Perplexity Finance if…
- You want the cheaper way in: plans start at $20/mo instead of $39/mo
- You want an API so you can script or automate things
- You care about improved filings, US government trades, and insider data, things Koyfin doesn't offer
- You trade often and need tooling built for speed
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $20/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 18 limits: Free: watchlists: 2, Free: screens: 2 +16 more | 4 limits: Standard (Free): pro searches per day: 5, Pro: pro searches per day: 300+ +2 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | Yes | — |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +6 more |
Categories covered | 19 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time and Adjustments: TotalReturn | Latency: Real-time |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | 6 partners: Financial Modeling Prep, Unusual Whales +4 more |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | Universe builder and AI summaries: Filings and News |
Security | Data residency: US | SOC2 and Status page |
| Try it | Visit Koyfin | Visit Perplexity Finance |
Standout features
What Koyfin does best
- Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app.
- Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.
- Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads.
- Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
- Alerts for price/valuation/technical signals and for news/filings/transcripts; notifications on desktop, email, and mobile push.
What Perplexity Finance does best
- 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.
- Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news.
- Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.
- Earnings hub with an earnings calendar and company “Documents” (slides, quarterly reports, earnings releases, etc.); documents are available to all users.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsCryptosOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsDay TradersStudents/ResearchersFinancial AdvisorsAnalystsInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaAPAC |
Coverage details | Identifiers: Ticker | Countries: US and INIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time | Real-time |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Financial Modeling PrepUnusual WhalesQuartrFiscal.aiS&P Global Market IntelligenceMorningstar |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | ImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | Data residency: US | SOC2Status page |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderAI summaries: Filings and News |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Perplexity AI, Inc.Support: Email, Chat, and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +3 more
- financials years: 10
- estimates years: 10
- +4 more
- custom securities: Unlimited
- reports per month: 10
- custodian integrations: 1
- +1 more
- reports per month: 200
- custodian integrations: Multiple
- +1 more
$20/mo
Lower starting price
Plans & pricing
- pro searches per day: 5
- pro searches per day: 300+
- tool call pricing: $5 per 1,000 invocations
- pro searches per day: Unlimited
Coverage overlap
Shared categories
6Where the two tools cover the same ground.
Koyfin strengths
13Perplexity Finance strengths
6What you only get with Perplexity Finance.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Koyfin and Perplexity Finance?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Perplexity Finance puts more weight on screeners, watchlist, and data visualizations. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Perplexity Finance cost?
Good news: both Koyfin and Perplexity Finance have free plans, so you can run them side by side and only pay if you hit a wall.
Does Koyfin or Perplexity Finance have an API?
Perplexity Finance has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or Perplexity Finance?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with Perplexity Finance if you'd rather have improved filings and US government trades. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Perplexity Finance cover?
Both cover stocks, ETFs, mutual funds, and cryptos. Koyfin also handles closed-end funds, bonds, and currencies. Perplexity Finance adds options on top.
Do Koyfin and Perplexity Finance offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Is Koyfin or Perplexity Finance better for day trading?
Perplexity Finance is the one positioned more for active traders. Koyfin is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: Koyfin or Perplexity Finance?
Both Koyfin and Perplexity Finance include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Koyfin or Perplexity Finance?
Koyfin handles portfolio tracking. Perplexity Finance is really a research tool; you'd track your portfolio elsewhere.
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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.