VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Perplexity Finance and Tweenvest will find that Both Perplexity Finance and Tweenvest concentrate on Financials, News, and Watchlist workflows, making them natural alternatives for similar investment research jobs. Perplexity Finance leans into Data Visualizations, ETF Overview, and Analyst Recommendations, which can be decisive for teams that need depth over breadth. Tweenvest stands out with Scores, Valuation Models, and AI that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Perplexity Finance vs Tweenvest
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Perplexity Finance adds Data Visualizations, ETF Overview, Analyst Recommendations, and Analyst Price Targets coverage that Tweenvest skips.
- Tweenvest includes Scores, Valuation Models, AI, Portfolio, Calendar, and Dividends 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..
- Tweenvest is known for: Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum..
- Perplexity Finance ships a mobile app. Tweenvest is web/desktop only.
Perplexity Finance
perplexity.ai
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
Pricing
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.
Tweenvest
tweenvest.com
Equity research and portfolio platform based in Spain, offering global stock and ETF coverage. Features and markets scale by plan: Pro adds a single portfolio, Pro+ expands to unlimited portfolios and positions (with ETF support and a dividend calendar), and Unlimited unlocks worldwide coverage, full screener access, all transcripts, analyst estimates, projection editing, and AI summaries.
Categories
Platforms
Pricing
Quick highlights
- Global equity database covering more than 100,000 stocks, refreshed daily.
- Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
- Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
- Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.
- Access to company transcripts: Free and Pro plans get the latest transcript, while Unlimited includes the full archive.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
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).
Tweenvest
Distinct strengths include:
- Global equity database covering more than 100,000 stocks, refreshed daily.
- Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier.
- Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum.
- Portfolio tracking with performance metrics, dividend forecasts, and event notifications. Pro includes one portfolio of up to 20 positions; Pro+ expands to unlimited portfolios and ETFs; dividend calendars are included at Pro+ and above.
Feature-by-feature breakdown
| Attribute | Perplexity Finance | Tweenvest |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Financials, News, Watchlist, Screeners, Transcripts, Analyst Forecasts Unique: Data Visualizations, ETF Overview, Analyst Recommendations, Analyst Price Targets | Shared: Financials, News, Watchlist, Screeners, Transcripts, Analyst Forecasts Unique: Scores, Valuation Models, AI, Portfolio, Calendar, Dividends |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds, Cryptos | Stocks, ETFs |
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
| Unique
|
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 Tweenvest both support?
Both platforms cover Financials, News, Watchlist, Screeners, Transcripts, and Analyst Forecasts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Perplexity Finance and Tweenvest require subscriptions?
Both Perplexity Finance and Tweenvest 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 Tweenvest 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 Tweenvest stands out for Global equity database covering more than 100,000 stocks, refreshed daily., Powerful stock screener, with unlimited screening and custom lists available on the Unlimited tier., and Company dashboards with financial tables, charts, and strategy lenses across Quality, Growth, Dividend, Value, and Momentum..
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.