VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View Perplexity FinanceView Visible AlphaBack to Home

Head-to-head

Perplexity Finance vs Visible Alpha 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, and ETF Overview coverage that Visible Alpha skips.

Visible Alpha includes Stock Comparison, Data APIs, APIs & SDKs, Sheets / Excel Add-ins, Blogs, and Playbooks & Case Studies 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..

Visible Alpha is known for: Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered., VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series., and Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app..

Perplexity Finance has a free tier, while Visible Alpha requires a paid plan.

Perplexity Finance ships a mobile app. Visible Alpha 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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Visible Alpha logo

Visible Alpha

visiblealpha.com

Granular, line‑item consensus from full sell‑side models (7,000+ companies; 250+ contributing brokers) with VA Actuals historicals, Excel add‑in, and enterprise delivery via API/Data Feed/Snowflake. Now part of S&P Global Market Intelligence and available as an add‑on within S&P Capital IQ Pro. Includes modules like Target Price & Ratings and a Line Item Monitor for alerts and revision analysis.

Platforms

Web
Desktop
API

Pricing

Subscription

Quick highlights

  • Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered.
  • VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series.
  • Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app.
  • Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework.
  • Company & Line Item Monitor: alerting on threshold changes, dispersion, trend and revision analysis at the metric level.

Community votes (overall)

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Financials, Data Visualizations, and Analyst Forecasts plus 2 more areas.

Where they differ

Perplexity Finance

Distinct strengths include:

News
Watchlist
Screeners
Transcripts
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).

Visible Alpha

Distinct strengths include:

Stock Comparison
Data APIs
APIs & SDKs
Sheets / Excel Add-ins
Blogs
Playbooks & Case Studies
  • Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered.
  • VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series.
  • Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app.
  • Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework.

Feature-by-feature breakdown

AttributePerplexity FinanceVisible Alpha
Categories

Which research workflows each platform targets

Shared: Financials, Data Visualizations, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets

Unique: News, Watchlist, Screeners, Transcripts, ETF Overview

Shared: Financials, Data Visualizations, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets

Unique: Stock Comparison, Data APIs, APIs & SDKs, Sheets / Excel Add-ins, Blogs, Playbooks & Case Studies

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

Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, Desktop

Web, Desktop, API

Pricing

High-level pricing models

Free, Subscription

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

  • Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered.
  • VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series.
  • Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app.
  • Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework.
  • Company & Line Item Monitor: alerting on threshold changes, dispersion, trend and revision analysis at the metric level.
  • Enterprise data delivery: REST API for ad‑hoc queries, file‑based data feeds (S3/SFTP), and Snowflake data shares; feeds/cloud updated throughout the day.
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 Visible Alpha both support?

Both platforms cover Financials, Data Visualizations, 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.

Which tool offers a free plan?

Perplexity Finance offers a free entry point, while Visible Alpha requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Perplexity Finance ships a dedicated mobile experience, while Visible Alpha 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 Visible Alpha stands out for Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered., VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series., and Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app..

Keep exploring

Stay on top of related tools

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

Recommended 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.