VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Saturday, December 13, 2025

Tool Comparison

Perplexity Finance vs Valuesider comparison

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

Quick takeaways

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

Valuesider includes Investor Holdings, and 13F categories that Perplexity Finance omits.

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

In depth comparison

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

WebMobileDesktop

Pricing

FreeSubscription

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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Valuesider

valuesider.com

Free web tool for tracking “superinvestor” portfolios and stock ownership changes based on SEC 13F filings. Valuesider notes 13F data is delayed (filed up to 45 days after quarter-end) and incomplete (e.g., shorts not included), and states it only shows data from 2013 Q2 onward due to filing format limitations; shares/prices are split-adjusted. Terms prohibit bots/automated scraping.

Platforms

Web

Pricing

Free

Quick highlights

Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings.
Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV.
Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV.
Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices.
Ticker pages show which tracked gurus hold a security and the ownership activity over time (based on gurus’ latest SEC reports).

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Where they differ

Perplexity Finance

Distinct strengths include:

Financials News Watchlist 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).

Valuesider

Distinct strengths include:

Investor Holdings 13F

Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings.
Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV.
Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV.
Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices.

Feature-by-feature breakdown

Attribute	Perplexity Finance	Valuesider
Categories Which research workflows each platform targets	Shared: Data Visualizations, Screeners Unique: Financials, News, Watchlist, Transcripts, ETF Overview, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets	Shared: Data Visualizations, Screeners Unique: Investor Holdings, 13F
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Closed-End Funds, Cryptos	Stocks, ETFs, Mutual Funds, Closed-End Funds, Funds, Other
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate
Platforms Where you can access the product	Web, Mobile, Desktop	Web
Pricing High-level pricing models	Free, Subscription	Free
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 Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings. Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV. Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV. Guru portfolio pages include an “Important” button linking to the original SEC reports and provide split-adjusted shares and reported prices. Ticker pages show which tracked gurus hold a security and the ownership activity over time (based on gurus’ latest SEC reports). Embeddable, automatically updated charts (copyable iframe code) for portfolios and tickers.
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 Valuesider both support?

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

Do Perplexity Finance and Valuesider require subscriptions?

Both Perplexity Finance and Valuesider 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 Valuesider 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 Valuesider stands out for Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings., Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV., and Free “Activity Screener” for aggregated buy/sell changes across gurus, with filters (activity type/period, security type, portfolio-impact metrics) and export to XLSX/XLS/CSV..

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