VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Perplexity Finance and Screener.in will find that Both Perplexity Finance and Screener.in concentrate on Financials, Data Visualizations, and News workflows, making them natural alternatives for similar investment research jobs. Perplexity Finance leans into Transcripts, ETF Overview, and Analyst Forecasts, which can be decisive for teams that need depth over breadth. Screener.in stands out with Alerts, Institutional Data, and AI that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Perplexity Finance vs Screener.in
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Perplexity Finance adds Transcripts, ETF Overview, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets coverage that Screener.in skips.
- Screener.in includes Alerts, Institutional Data, AI, and AI Chat categories that Perplexity Finance omits.
- Perplexity Finance 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., and AI-curated news feeds on instrument pages with linked sources..
- Screener.in is known for: Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals., Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI., and Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates..
Perplexity Finance
perplexity.ai
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.
Categories
Platforms
Pricing
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.
Screener.in
screener.in
India’s go-to platform for stock screening and fundamental analysis. Offers a free Hobby Investor plan and a Premium “Active Investor” plan (₹4,999/year). Premium unlocks extras like CSV downloads, industry filters, multiple watchlists, and higher alert limits (up to 800 stock alerts, 75 screen alerts, 50 phrase alerts). Premium users also get priority email delivery and ₹500 in AI credits. Refund window of 48 hours. The Android app extends full functionality to mobile.
Platforms
Pricing
Quick highlights
- Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals.
- Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI.
- Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates.
- Stock price alerts available for levels, moving averages, or PE ratios, emailed daily around mid-afternoon IST.
- Company Announcements section lets you search, filter, and set alerts for new corporate disclosures.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
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).
Screener.in
Distinct strengths include:
- Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals.
- Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI.
- Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates.
- Stock price alerts available for levels, moving averages, or PE ratios, emailed daily around mid-afternoon IST.
Feature-by-feature breakdown
| Attribute | Perplexity Finance | Screener.in |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Financials, Data Visualizations, News, Watchlist, Screeners Unique: Transcripts, ETF Overview, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets | Shared: Financials, Data Visualizations, News, Watchlist, Screeners Unique: Alerts, Institutional Data, AI, AI Chat |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds, Cryptos | Stocks |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile, Desktop | Web, Mobile |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Perplexity Finance and Screener.in both support?
Both platforms cover Financials, Data Visualizations, News, Watchlist, and Screeners workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Perplexity Finance and Screener.in require subscriptions?
Both Perplexity Finance and Screener.in keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Perplexity Finance and Screener.in?
Both Perplexity Finance and Screener.in support web and mobile access, making it easy to keep tabs on research away from the desk.
What unique strengths set the two platforms apart?
Perplexity Finance differentiates itself with 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., whereas Screener.in stands out for Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals., Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI., and Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates..
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.