VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Perplexity FinanceView TrefisBack to Home

Head-to-head

Perplexity Finance vs Trefis comparison

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

Quick takeaways

Perplexity Finance adds News, Watchlist, Screeners, Transcripts, ETF Overview, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets coverage that Trefis skips.

Trefis includes Valuation Models, Stock Comparison, Blogs, and Custom Dashboards 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..

Trefis is known for: Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..

Perplexity Finance ships a mobile app. Trefis 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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Trefis logo

Trefis

trefis.com

Interactive valuation platform where you can build, adjust, and share stock models. It supports a full Excel round-trip (download your scenarios into Excel; upload spreadsheets back into Trefis to auto-generate dashboards). Models can be exported to PDF, Excel, or image. Market data and consensus EPS come from QuoteMedia, with a disclosed 15–20 minute exchange delay. Both free and paid plans are available.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
  • Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
  • Export reports, charts, and scenarios as PDF, Excel, or image files.
  • Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
  • Peer and ratio comparison tools make it easy to benchmark companies against competitors.

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Financials, and Data Visualizations.

Where they differ

Perplexity Finance

Distinct strengths include:

News
Watchlist
Screeners
Transcripts
ETF Overview
Analyst Forecasts
Analyst Recommendations
Analyst Price Targets
  • 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).

Trefis

Distinct strengths include:

Valuation Models
Stock Comparison
Blogs
Custom Dashboards
  • Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
  • Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
  • Export reports, charts, and scenarios as PDF, Excel, or image files.
  • Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.

Feature-by-feature breakdown

AttributePerplexity FinanceTrefis
Categories

Which research workflows each platform targets

Shared: Financials, Data Visualizations

Unique: News, Watchlist, Screeners, Transcripts, ETF Overview, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets

Shared: Financials, Data Visualizations

Unique: Valuation Models, Stock Comparison, Blogs, Custom Dashboards

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

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

  • Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
  • Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
  • Export reports, charts, and scenarios as PDF, Excel, or image files.
  • Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
  • Peer and ratio comparison tools make it easy to benchmark companies against competitors.
  • Embeddable charts and forecast widgets available for both free and paid users.
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 Trefis both support?

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

Do Perplexity Finance and Trefis require subscriptions?

Both Perplexity Finance and Trefis 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 Trefis 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 Trefis stands out for Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..

Keep exploring

Stay on top of related tools

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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.