VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Perplexity FinanceView StocknearBack to Home

Head-to-head

Perplexity Finance vs Stocknear comparison

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

Quick takeaways

Perplexity Finance adds Transcripts coverage that Stocknear skips.

Stocknear includes Options & Derivatives, Alerts, Calendar, Dark Pool & Off-Exchange, ETF Holdings, ETF Performance, Insider Data, 13F, US Government Trades, Dividend, 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..

Stocknear is known for: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..

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

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.

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Stocknear logo

Stocknear

stocknear.com

EU-built stock research platform focused on U.S. markets. Features real-time options flow (Benzinga), 15‑min delayed dark-pool prints, analyst targets/ratings, hedge-fund 13F explorer, U.S. Congress trades, earnings calendar/news feed, business metrics, watchlists and alerts, plus an AI Agent for conversational research. Market data/fundamentals/ETF analytics are sourced from Financial Modeling Prep; options chains from Intrinio (OPRA). Company is Stocknear GmbH (Siegen, Germany). No public API as of Sept 2025.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
  • Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
  • Dark pool & off-exchange trade tape (15‑minute delay).
  • Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
  • U.S. Congress trading dashboard access.

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Overlap

Shared focus areas

9 overlaps

Mutual strengths include Financials, Data Visualizations, and News plus 6 more areas.

Where they differ

Perplexity Finance

Distinct strengths include:

Transcripts
  • 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).

Stocknear

Distinct strengths include:

Options & Derivatives
Alerts
Calendar
Dark Pool & Off-Exchange
ETF Holdings
ETF Performance
Insider Data
13F
  • Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
  • Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
  • Dark pool & off-exchange trade tape (15‑minute delay).
  • Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.

Feature-by-feature breakdown

AttributePerplexity FinanceStocknear
Categories

Which research workflows each platform targets

Shared: Financials, Data Visualizations, News, Watchlist, Screeners, ETF Overview, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets

Unique: Transcripts

Shared: Financials, Data Visualizations, News, Watchlist, Screeners, ETF Overview, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets

Unique: Options & Derivatives, Alerts, Calendar, Dark Pool & Off-Exchange, ETF Holdings, ETF Performance, Insider Data, 13F, US Government Trades, Dividend, AI, AI Chat

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Closed-End Funds, Cryptos

Stocks, ETFs, Options

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

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

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.

Unique

  • Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
  • Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
  • Dark pool & off-exchange trade tape (15‑minute delay).
  • Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
  • U.S. Congress trading dashboard access.
  • Analyst section with ratings, price targets, and EPS/revenue forecasts.
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 Stocknear both support?

Both platforms cover Financials, Data Visualizations, News, Watchlist, Screeners, ETF Overview, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Perplexity Finance and Stocknear require subscriptions?

Both Perplexity Finance and Stocknear 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 Stocknear focuses on web or desktop access.

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 Stocknear stands out for Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.