VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

OpenInsider vs Perplexity Finance comparison

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

Quick takeaways

OpenInsider adds Insider Data, and Regulatory Filings Monitoring coverage that Perplexity Finance skips.

Perplexity Finance includes Financials, News, Watchlist, Transcripts, ETF Overview, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets categories that OpenInsider omits.

OpenInsider highlights: Real-time screener of SEC Form 4 insider trading disclosures for U.S. stocks., Prebuilt screeners for quick discovery: Latest Purchases/Sales, $25k+ CEO or CFO buys, Cluster Buys, and weekly/monthly Top Purchases and Sales., and Aggregate Buy–Sell charts to visualize overall insider sentiment..

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 offers mobile access, which OpenInsider skips.

OpenInsider logo

OpenInsider

openinsider.com

Editor’s pick Hands-on review

Free web-based screener for U.S. SEC Form 4 filings, tracking insider buys and sells in real time. Data is sourced directly from SEC.gov and refreshed between 6:00 and 22:00 ET on U.S. business days.

Platforms

Web

Pricing

Free

Quick highlights

  • Real-time screener of SEC Form 4 insider trading disclosures for U.S. stocks.
  • Prebuilt screeners for quick discovery: Latest Purchases/Sales, $25k+ CEO or CFO buys, Cluster Buys, and weekly/monthly Top Purchases and Sales.
  • Aggregate Buy–Sell charts to visualize overall insider sentiment.
  • Detailed filing tables with trade/filing dates, transaction codes, prices, quantities, and values, with an integrated code legend.
  • Ability to drill down by sector, industry, ticker, or individual insider profile.

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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

2 overlaps

Mutual strengths include Screeners, and Data Visualizations.

Where they differ

OpenInsider

Distinct strengths include:

  • Real-time screener of SEC Form 4 insider trading disclosures for U.S. stocks.
  • Prebuilt screeners for quick discovery: Latest Purchases/Sales, $25k+ CEO or CFO buys, Cluster Buys, and weekly/monthly Top Purchases and Sales.
  • Aggregate Buy–Sell charts to visualize overall insider sentiment.
  • Detailed filing tables with trade/filing dates, transaction codes, prices, quantities, and values, with an integrated code legend.

Perplexity Finance

Distinct strengths include:

  • 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

AttributeOpenInsiderPerplexity Finance
Categories

Which research workflows each platform targets

Shared: Screeners, Data Visualizations

Unique: Insider Data, Regulatory Filings Monitoring

Shared: Screeners, Data Visualizations

Unique: Financials, News, Watchlist, Transcripts, 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

Web, Mobile, Desktop

Pricing

High-level pricing models

Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Real-time screener of SEC Form 4 insider trading disclosures for U.S. stocks.
  • Prebuilt screeners for quick discovery: Latest Purchases/Sales, $25k+ CEO or CFO buys, Cluster Buys, and weekly/monthly Top Purchases and Sales.
  • Aggregate Buy–Sell charts to visualize overall insider sentiment.
  • Detailed filing tables with trade/filing dates, transaction codes, prices, quantities, and values, with an integrated code legend.
  • Ability to drill down by sector, industry, ticker, or individual insider profile.
  • CSV export links on lists and insider profile pages for offline use.

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

Highlighted

Highlighted

Frequently Asked Questions

Which workflows do OpenInsider and Perplexity Finance both support?

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

Do OpenInsider and Perplexity Finance require subscriptions?

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

Which tool has mobile access?

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

What unique strengths set the two platforms apart?

OpenInsider differentiates itself with Real-time screener of SEC Form 4 insider trading disclosures for U.S. stocks., Prebuilt screeners for quick discovery: Latest Purchases/Sales, $25k+ CEO or CFO buys, Cluster Buys, and weekly/monthly Top Purchases and Sales., and Aggregate Buy–Sell charts to visualize overall insider sentiment., 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..

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.