Perplexity Finance adds News, Watchlist, Screeners, ETF Overview, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets coverage that Tegus skips.
VOL. XCIV, NO. 247
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Sunday, October 5, 2025
Head-to-head
Perplexity Finance vs Tegus comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Tegus includes Improved Filings, AI, Alerts, and Sheets / Excel Add-ins 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..
Tegus is known for: Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..
Perplexity Finance has a free tier, while Tegus requires a paid plan.
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.
Categories
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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Tegus
tegus.com
Tegus is a unified research platform that blends expert-call transcripts, SEC filings, financial models, and benchmarking dashboards into one workflow. It features AI-generated transcript summaries, advanced filing search, and pre-built industry comps. Analyst-built Excel models integrate directly via an add-in, and the platform offers a transparent Expert Calls service for custom interviews. Subscriptions are seat or enterprise-based through AlphaSense, with free trials available but no public pricing.
Platforms
Web
Mobile
Pricing
Subscription
Quick highlights
- Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
- AI-generated summaries and topic tagging to help navigate transcripts quickly.
- Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
- Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
- Financial Models library with analyst-built Excel models, pre-set templates (DCF, LBO, M&A), and one-click updates through the Tegus Excel Add-in.
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Overlap
Shared focus areas
3 overlapsMutual strengths include Financials, Data Visualizations, and Transcripts.
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).
Tegus
Distinct strengths include:
- Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
- AI-generated summaries and topic tagging to help navigate transcripts quickly.
- Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
- Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
Feature-by-feature breakdown
| Attribute | Perplexity Finance | Tegus |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Financials, Data Visualizations, Transcripts Unique: News, Watchlist, Screeners, ETF Overview, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets | Shared: Financials, Data Visualizations, Transcripts Unique: Improved Filings, AI, Alerts, Sheets / Excel Add-ins |
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 | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Tegus both support?
Both platforms cover Financials, Data Visualizations, and Transcripts 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 Tegus requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access Perplexity Finance and Tegus?
Both Perplexity Finance and Tegus 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 Tegus stands out for Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..
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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.