VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Tuesday, December 23, 2025

Tool Comparison

Perplexity Finance vs StockCharts comparison

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

Quick takeaways

Perplexity Finance adds News, Analyst Forecasts, Improved Filings, US Government Trades, Insider Data, and Institutional Data coverage that StockCharts skips.

StockCharts includes Alerts, Portfolio, Scores, and Broker Connectors categories that Perplexity Finance omits.

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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StockCharts

stockcharts.com

Charting, scanning, and alerting platform with tiered plans. Free BATS real-time quotes are included for US markets; official add-ons unlock real-time data for US, Canada, and the UK, otherwise data is delayed 15 minutes. Plan limits apply to ChartLists, scans, and alerts. PRO adds 5-second auto-refresh and CSV downloads of historical data. OptionsPlay integration provides options strategy tools, and trading from charts is supported through Tradier. Scans run on daily, weekly, or monthly bars (not intraday).

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO).
Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed.
Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans).
Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours.
Coverage includes US (NYSE, NASDAQ, AMEX), Canada (TSX/TSX-V), UK (LSE), India (NSE), and a crypto summary with 24/7 real-time data. EOD charting is available for major US commodities.

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Where they differ

Perplexity Finance

Distinct strengths include:

News Analyst Forecasts Improved Filings US Government Trades Insider Data Institutional Data

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.

StockCharts

Distinct strengths include:

Alerts Portfolio Scores Broker Connectors

Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO).
Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed.
Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans).
Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours.

Feature-by-feature breakdown

Attribute	Perplexity Finance	StockCharts
Categories Which research workflows each platform targets	Shared: Screeners, Watchlist, Data Visualizations, Calendar, Options Unique: News, Analyst Forecasts, Improved Filings, US Government Trades, Insider Data, Institutional Data	Shared: Screeners, Watchlist, Data Visualizations, Calendar, Options Unique: Alerts, Portfolio, Scores, Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Cryptos, Options	Stocks, ETFs, Mutual Funds, Options, Commodities, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web, Mobile
Pricing High-level pricing models	Free, Subscription	Free, 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 Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO). Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed. Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans). Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours. Coverage includes US (NYSE, NASDAQ, AMEX), Canada (TSX/TSX-V), UK (LSE), India (NSE), and a crypto summary with 24/7 real-time data. EOD charting is available for major US commodities. ChartLists act as watchlists and portfolios, supporting up to 1000 charts per list; symbols can be imported from CSV.
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 StockCharts both support?

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

Do Perplexity Finance and StockCharts require subscriptions?

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

How can you access Perplexity Finance and StockCharts?

Both Perplexity Finance and StockCharts 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 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 StockCharts stands out for Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., and Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)..

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