VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Perplexity Finance View Trendlyne Back to Home

Head-to-head

Perplexity Finance vs Trendlyne comparison

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

Quick takeaways

Perplexity Finance adds ETF Overview coverage that Trendlyne skips.

Trendlyne includes Options & Derivatives, Portfolio, Backtesting, Investor Holdings, Alerts, Calendar, Dividends, Splits, Acquisitions, IPO, Scores, Insider Data, Institutional Data, Sheets / Excel Add-ins, and Broker Connectors 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..

Trendlyne is known for: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..

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.

Community votes (overall)

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Trendlyne

trendlyne.com

Hands-on review

Equity research and portfolio platform with coverage of both India and US markets. Screener alerts, backtests, and data downloads are tiered by plan—for example, screener alerts refresh as often as every 15 minutes on Pro/Pro Plus, backtest limits range from 200 to 1200 per year, and data exports expand from 2,000 rows to unlimited. Excel and Google Sheets integration is available on higher plans, with global access on Pro Plus. Broker sync works with major Indian brokers, and transcripts include AI summaries for faster digestion.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers.

Community votes (overall)

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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:

ETF Overview

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).

Trendlyne

Distinct strengths include:

Options & Derivatives

Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.

Feature-by-feature breakdown

Attribute	Perplexity Finance	Trendlyne
Categories Which research workflows each platform targets	Shared: Financials, Data Visualizations, News, Watchlist, Screeners, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets Unique: ETF Overview	Shared: Financials, Data Visualizations, News, Watchlist, Screeners, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets Unique: Options & Derivatives, Portfolio, Backtesting, Investor Holdings, Alerts, Calendar, Dividends, Splits, Acquisitions, IPO, Scores, Insider Data, Institutional Data, Sheets / Excel Add-ins, Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Closed-End Funds, Cryptos	Stocks, Mutual Funds, Options, Futures
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	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 Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers). Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests). Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more. DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS. Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers. Excel Connect and Google Sheets add-ins to pull live data directly into spreadsheets—available by plan, with full India+US coverage on Pro Plus.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Perplexity Finance and Trendlyne both support?

Both platforms cover Financials, Data Visualizations, News, Watchlist, Screeners, Transcripts, 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 Trendlyne require subscriptions?

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

How can you access Perplexity Finance and Trendlyne?

Both Perplexity Finance and Trendlyne 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 Trendlyne stands out for Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..

Keep exploring

Stay on top of related tools

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