Perplexity Finance adds Screeners, Watchlist, News, Calendar, Analyst Forecasts, Improved Filings, US Government Trades, Insider Data, Institutional Data, and Options coverage that Total Real Returns skips.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Friday, December 26, 2025
Tool Comparison
Perplexity Finance vs Total Real Returns comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Total Real Returns includes Risk Metrics categories that Perplexity Finance omits.
Perplexity Finance ships a mobile app. Total Real Returns 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).
Categories
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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Total Real Returns
totalrealreturns.com
Web tool for CPI-U inflation-adjusted ("real") and nominal total return charts with dividends reinvested, plus returns tables and drawdowns (EOD; daily updates ~8pm ET).
Categories
Platforms
Web
Pricing
Free
Quick highlights
- CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view).
- Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages.
- Compare multiple symbols on a single chart by entering comma-separated tickers.
- Controls for custom date ranges and normalization modes (Start=1, End=1, IPO=1, Off).
- Per-symbol performance breakdown includes overall return, exponential trendline/annualized rates (with R^2), growth of $10,000, annual returns, and drawdowns.
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Where they differ
Perplexity Finance
Distinct strengths include:
- 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.
Total Real Returns
Distinct strengths include:
- CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view).
- Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages.
- Compare multiple symbols on a single chart by entering comma-separated tickers.
- Controls for custom date ranges and normalization modes (Start=1, End=1, IPO=1, Off).
Feature-by-feature breakdown
| Attribute | Perplexity Finance | Total Real Returns |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations Unique: Screeners, Watchlist, News, Calendar, Analyst Forecasts, Improved Filings, US Government Trades, Insider Data, Institutional Data, Options | Shared: Data Visualizations Unique: Risk Metrics |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Cryptos, Options | Stocks, ETFs, Mutual Funds, Currencies |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Platforms Where you can access the product | Web, Mobile | Web |
Pricing High-level pricing models | Free, Subscription | Free |
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 Total Real Returns both support?
Both platforms cover Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Perplexity Finance and Total Real Returns require subscriptions?
Both Perplexity Finance and Total Real Returns 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 Total Real Returns 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 Total Real Returns stands out for CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view)., Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages., and Compare multiple symbols on a single chart by entering comma-separated tickers..
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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.