VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Tuesday, December 23, 2025

Tool Comparison

Perplexity Finance vs SecForm4.Com comparison

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

Quick takeaways

Perplexity Finance adds News, Calendar, Analyst Forecasts, Improved Filings, US Government Trades, and Options coverage that SecForm4.Com skips.

SecForm4.Com includes 13D/13G, 13F, Investor Holdings, Money Flow, Alerts, and Dividend categories that Perplexity Finance omits.

Perplexity Finance has a free tier, while SecForm4.Com requires a paid plan.

Perplexity Finance ships a mobile app. SecForm4.Com is web/desktop only.

In depth comparison

Perplexity Finance

perplexity.ai

Editor’s pick Hands-on review

Finance-focused experience inside Perplexity combining asset pages, charts, news, watchlists, screeners, earnings calendar/docs, ownership/government trade views, and cited answers that can reference SEC filings. Finance UI is available on web and in the Perplexity iOS/Android app. Plan gating follows Perplexity tiers (e.g., Free: 5 Pro searches/day; Pro: 300+; Max: unlimited).

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

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.

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SecForm4.Com

secform4.com

A US-focused insider trading and ownership tracking service with real-time alerts, institutional dashboards, and specialized screeners. Plans gate access to features: Advanced allows up to 100 watchlist alerts, while Pro unlocks unlimited alerts, user-defined triggers, and daily CSV downloads. Several modules (insider screener, dividend screener, buy/sell ratios) are Pro-only. Both tiers include a 7-day free trial.

Platforms

Web

Pricing

Subscription

Quick highlights

Real-time insider trading tracker with watchlists (“Insider Watch”) and email alerts. Advanced users can track up to 100; Pro removes the cap.
Insider Trading Screener to filter by role, sector, or time window. Available only on Pro; free/non-subscribers see data delayed by six months.
Dividend Stock Screener with filters for yield and volume, plus an option to highlight recent insider buying (Pro feature).
Buy/sell ratio charts showing both number of filings and dollar flow. Available in Pro.
Interactive sector and industry graphs to explore insider activity across time and industries.

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Where they differ

Perplexity Finance

Distinct strengths include:

News Calendar Analyst Forecasts Improved Filings US Government Trades Options

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.

SecForm4.Com

Distinct strengths include:

13D/13G 13F Investor Holdings Money Flow Alerts Dividend

Real-time insider trading tracker with watchlists (“Insider Watch”) and email alerts. Advanced users can track up to 100; Pro removes the cap.
Insider Trading Screener to filter by role, sector, or time window. Available only on Pro; free/non-subscribers see data delayed by six months.
Dividend Stock Screener with filters for yield and volume, plus an option to highlight recent insider buying (Pro feature).
Buy/sell ratio charts showing both number of filings and dollar flow. Available in Pro.

Feature-by-feature breakdown

Attribute	Perplexity Finance	SecForm4.Com
Categories Which research workflows each platform targets	Shared: Screeners, Watchlist, Data Visualizations, Insider Data, Institutional Data Unique: News, Calendar, Analyst Forecasts, Improved Filings, US Government Trades, Options	Shared: Screeners, Watchlist, Data Visualizations, Insider Data, Institutional Data Unique: 13D/13G, 13F, Investor Holdings, Money Flow, Alerts, Dividend
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Cryptos, Options	Stocks, Options, Bonds
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique 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. Stock pages support comparison graphs in the price history chart and show consensus analyst estimates on US stocks.	Unique Real-time insider trading tracker with watchlists (“Insider Watch”) and email alerts. Advanced users can track up to 100; Pro removes the cap. Insider Trading Screener to filter by role, sector, or time window. Available only on Pro; free/non-subscribers see data delayed by six months. Dividend Stock Screener with filters for yield and volume, plus an option to highlight recent insider buying (Pro feature). Buy/sell ratio charts showing both number of filings and dollar flow. Available in Pro. Interactive sector and industry graphs to explore insider activity across time and industries. 13D/13G daily filings with historical access and CSV export. Pro required.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Perplexity Finance and SecForm4.Com both support?

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

Which tool offers a free plan?

Perplexity Finance offers a free entry point, while SecForm4.Com requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Perplexity Finance ships a dedicated mobile experience, while SecForm4.Com focuses on web or desktop access.

What unique strengths set the two platforms apart?

Perplexity Finance differentiates itself with 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., and Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news., whereas SecForm4.Com stands out for Real-time insider trading tracker with watchlists (“Insider Watch”) and email alerts. Advanced users can track up to 100; Pro removes the cap., Insider Trading Screener to filter by role, sector, or time window. Available only on Pro; free/non-subscribers see data delayed by six months., and Dividend Stock Screener with filters for yield and volume, plus an option to highlight recent insider buying (Pro feature)..

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