VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Tuesday, December 23, 2025

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Tool Comparison

Perplexity Finance vs ValueSense comparison

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

Quick takeaways

Perplexity Finance adds Analyst Forecasts, Improved Filings, US Government Trades, Institutional Data, and Options coverage that ValueSense skips.

ValueSense includes Stock Ideas, Quant, Money Flow, Backtesting, Valuation Models, Scores, Transcripts, 13F, Research Templates, Shared Workspaces, AI, and AI Earnings Summary categories that Perplexity Finance omits.

Perplexity Finance ships a mobile app. ValueSense is web/desktop only.

In depth comparison

Perplexity Finance logo

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).

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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ValueSense logo

ValueSense

valuesense.io

ValueSense is a web research platform focused on fundamental equity analysis, intrinsic valuation, KPI/segment data, and AI‑aided earnings summaries. It includes a global stock screener (country/exchange filters), backtest charting, institutional/insider ("smart money") dashboards, a KPI-aware charting studio, and a workspace/public gallery for sharing screeners, charts, dashboards and valuation calculators. Exports include Excel/CSV/PDF and PNG chart images.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
  • AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
  • Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
  • Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
  • KPI & segments data (e.g., product/geo/segment revenue, operating income by segment) with 10+ years of history and quarterly/LTM modes.

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Where they differ

Perplexity Finance

Distinct strengths include:

Analyst ForecastsImproved FilingsUS Government TradesInstitutional DataOptions
  • 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.

ValueSense

Distinct strengths include:

Stock IdeasQuantMoney FlowBacktestingValuation ModelsScoresTranscripts13F
  • Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
  • AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
  • Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
  • Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.

Feature-by-feature breakdown

AttributePerplexity FinanceValueSense
Categories

Which research workflows each platform targets

Shared: Screeners, Watchlist, Data Visualizations, News, Calendar, Insider Data

Unique: Analyst Forecasts, Improved Filings, US Government Trades, Institutional Data, Options

Shared: Screeners, Watchlist, Data Visualizations, News, Calendar, Insider Data

Unique: Stock Ideas, Quant, Money Flow, Backtesting, Valuation Models, Scores, Transcripts, 13F, Research Templates, Shared Workspaces, AI, AI Earnings Summary

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Cryptos, Options

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

Web

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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.
  • Stock pages support comparison graphs in the price history chart and show consensus analyst estimates on US stocks.

Unique

  • Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
  • AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
  • Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
  • Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
  • KPI & segments data (e.g., product/geo/segment revenue, operating income by segment) with 10+ years of history and quarterly/LTM modes.
  • Stock charting for fundamentals & KPIs with multi‑view layouts; PNG export.
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 ValueSense both support?

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

Do Perplexity Finance and ValueSense require subscriptions?

Both Perplexity Finance and ValueSense 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 ValueSense 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 ValueSense stands out for Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..

Keep exploring

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.