★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Perplexity Finance
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You care about ETF screeners, custom dashboards, and correlation, things Perplexity Finance doesn't offer
Pick Perplexity Finance if
Perplexity Finance
Free • From $20/mo · Web · Mobile · API
- 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
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
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: 20 categories to Perplexity Finance's 12, including ETF screeners, custom dashboards, and correlation. Perplexity Finance counters by starting cheaper at $20/mo.
What readers say
Koyfin
Vote once to reveal the community verdict.
Perplexity Finance
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Perplexity Finance$20/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 12 categories
- API access
- Perplexity Finance
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $20/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 4 limits: Standard (Free): pro searches: Limited, Pro: pro searches: Extended access +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 | 20 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day 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 | 4 signals: SOC2, Data residency: US +2 more | SOC2 and Status page |
| Try it | Visit Koyfin | Visit Perplexity Finance |
Where each one shines
What Koyfin and Perplexity Finance each do best.ShowHide
Where each one shines
What Koyfin and Perplexity Finance each do best.What Koyfin does best
- Build customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screen more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Use advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Track portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What Perplexity Finance does best
- Use finance pages for stocks, ETFs, mutual funds, crypto, options, charts, news, financial data, analyst estimates, ownership data, filings, and earnings context.
- Ask cited finance questions that can reference SEC filings, company documents, news, and third-party finance datasets.
- Use upgraded charts with volume, OHLCV tooltips, candlestick or area views, comparison overlays, moving averages, and custom date ranges.
- Build watchlists and review AI-generated briefings that combine watchlist price movement with relevant market news.
- Screen stocks in natural language with filters, columns, sorting, and coverage that includes U.S. and Indian equities.
Every detail we compared
Every tracked attribute for Koyfin and Perplexity Finance, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Perplexity Finance, side by side.| 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-time15-min DelayedEnd of Day | 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 | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | 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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Free“Standard (Free)”pro searches: Limited |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $20/mo“Pro”pro searches: Extended access |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $200/mo“Max”pro searches per day: Unlimited |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | Subscription“Agent API finance_search”tool call pricing: $5 per 1,000 invocations |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
Questions we keep getting
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.
Can I export data from Koyfin and Perplexity Finance?
Koyfin exports to CSV. Perplexity Finance is stingier about getting data out.
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.
Keep researching
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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.