★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Monexa vs Perplexity Finance
Pick Monexa if
Monexa
Free • From $9.90/mo · Web
- You want the cheaper way in: plans start at $9.9/mo instead of $20/mo
- You care about stock ideas, financials, and valuation models, things Perplexity Finance doesn't offer
Pick Perplexity Finance if
Perplexity Finance
Free • From $20/mo · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You care about watchlist, improved filings, and options, things Monexa 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
Monexa and Perplexity Finance cover a lot of the same ground (8 shared categories, including screeners, news, and calendar), so for the basics you won't go far wrong with either. Monexa simply does more: 17 categories to Perplexity Finance's 12, including stock ideas, financials, and valuation models. Perplexity Finance counters by keeping things simpler.
What readers say
Monexa
Vote once to reveal the community verdict.
Perplexity Finance
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Monexa$9.9/mo vs $20/mo
- Free trial
- Monexa7 days
- Broader coverage
- Monexa17 vs 12 categories
- Mobile app
- Perplexity Finance
- 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 $9.90/mo | Free • From $20/mo |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 13 limits: Free: financial history: 5Y, Free: charting: 10Y +11 more | 6 limits: Standard (Free): pro searches: Limited, Pro: pro searches: Extended access +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | Yes |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | Retail Traders, Pro Retail +6 more |
Categories covered | 17 | 12 |
Regions | — | North America, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time and Granularity: EOD | Latency: Real-time |
Data partners | Financial exchanges / third-party providers | 6 partners: Financial Modeling Prep, Unusual Whales +4 more |
Capabilities | — | Universe builder and AI summaries: Filings and News |
Security | 3 signals: Data residency: Other, Encryption at rest +1 more | SOC2 and Status page |
| Try it | Visit Monexa | Visit Perplexity Finance |
Where each one shines
What Monexa and Perplexity Finance each do best.ShowHide
Where each one shines
What Monexa and Perplexity Finance each do best.What Monexa does best
- Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules from one web workspace.
- Screening for stocks with saved screeners, templates, custom filters, and plan-based saved-screen limits.
- Research coverage for global company pages with financial statements, valuation metrics, stock charts, comparison tools, and plan-based history depth.
- Views for reviewing SEC filings by filing type, filing date, CIK, and source-document view actions.
- Work through earnings calls with transcript history, search, AI summaries, and AI analysis where plan access permits.
What Perplexity Finance does best
- Finance pages for stocks, ETFs, mutual funds, crypto, options, charts, news, financial data, analyst estimates, ownership data, filings, and earnings context.
- Support for asking cited finance questions that can reference SEC filings, company documents, news, and third-party finance datasets.
- Upgraded charts with volume, OHLCV tooltips, candlestick or area views, comparison overlays, moving averages, and custom date ranges.
- Tools for building watchlists and review AI-generated briefings that combine watchlist price movement with relevant market news.
- Screening for 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 Monexa and Perplexity Finance, side by side.ShowHide
Every detail we compared
Every tracked attribute for Monexa and Perplexity Finance, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsCommoditiesFunds | StocksETFsMutual FundsCryptosOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailAnalystsLong-term InvestorsValue InvestorsGrowth Investors | Retail TradersPro RetailLong-term InvestorsDay TradersStudents/ResearchersFinancial AdvisorsAnalystsInstitutional Investors |
Regions | Not specified | North AmericaAPAC |
Coverage details | Identifiers: Ticker | Countries: US and INIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time | Real-time |
Data granularity | EOD | Not specified |
Data partners | Financial exchanges / third-party providers | Financial Modeling PrepUnusual WhalesQuartrFiscal.aiS&P Global Market IntelligenceMorningstar |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Export formats | Excel | Not specified |
| Plans & trust | ||
Security & compliance | Data residency: OtherEncryption at restEncryption in transit | SOC2Status page |
Capability signals | Not specified | Universe builderAI summaries: Filings and News |
Vendor & support | Alpine Labs Ltda.Country: BrazilSupport: 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 | Freefinancial history: 5Y · charting: 10Y · +4 more | Free“Standard (Free)”pro searches: Limited |
| Entry paid plan | $9.90/mo“Pro”financial history: 30Y · charting: 30Y · +5 more | $20/mo“Pro”pro searches: Extended access · annual price usd: 200 |
| Tier 2 | — | $200/mo“Max”pro searches per day: Unlimited · annual price usd: 2,000 |
| Top plan | — | Subscription“Agent API finance_search”tool call pricing: $5 per 1,000 invocations |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Monexa and Perplexity Finance?
Monexa leans toward screeners, stock ideas, and news, while Perplexity Finance puts more weight on screeners, watchlist, and data visualizations. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Monexa and Perplexity Finance cost?
Good news: both Monexa and Perplexity Finance have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Monexa or Perplexity Finance on my phone?
Perplexity Finance lists a dedicated mobile app, so it travels better. Monexa doesn't list a dedicated mobile app; its documented access is web.
Does Monexa or Perplexity Finance have an API?
Perplexity Finance has an API for programmatic access and custom integrations. Monexa doesn't, so you're working through its interface.
Should I choose Monexa or Perplexity Finance?
It depends on what you're after. Pick Monexa if stock ideas and financials matter to you; go with Perplexity Finance if you'd rather have watchlist and improved filings. And if you only need the basics both share, let price decide.
What asset classes do Monexa and Perplexity Finance cover?
Both cover stocks and ETFs. Monexa also handles bonds, commodities, and funds. Perplexity Finance adds mutual funds, cryptos, and options on top.
Do Monexa 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 Monexa and Perplexity Finance?
Monexa exports to Excel. Perplexity Finance is stingier about getting data out.
Is Monexa or Perplexity Finance better for day trading?
Perplexity Finance is the one positioned more for active traders. Monexa 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: Monexa or Perplexity Finance?
Both Monexa and Perplexity Finance include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
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.