VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Perplexity Finance View Zacks (Zacks.com)Back to Home

Head-to-head

Perplexity Finance vs Zacks (Zacks.com) comparison

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

Quick takeaways

Perplexity Finance adds Financials, Data Visualizations, and Analyst Recommendations coverage that Zacks (Zacks.com) skips.

Zacks (Zacks.com) includes ETF Screeners, Portfolio, Calendar, Alerts, Scores, ETF Performance, and ETF Holdings 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..

Zacks (Zacks.com) is known for: Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..

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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Zacks (Zacks.com)

zacks.com

Hands-on review

Equity and fund research platform best known for the Zacks Rank system, Style Scores, and detailed earnings analysis. Free users get access to basic screeners and research pages, while Premium unlocks the full #1 Rank list, Equity Research Reports, and 45+ premium screens. The Earnings ESP filter is exclusive to Premium, and Zacks Ultimate bundles all of the firm’s private portfolios. The mobile app includes subscriber alerts and real-time ECN quotes.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
Style Scores across Value, Growth, and Momentum factors.
Stock, ETF, and mutual fund screeners with hundreds of filters.
Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
Unique Price-Consensus-EPS Surprise charts that map historical estimate accuracy and surprises.

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Overlap

Shared focus areas

7 overlaps

Mutual strengths include News, Watchlist, and Screeners plus 4 more areas.

Where they differ

Perplexity Finance

Distinct strengths include:

Financials

Data Visualizations

Analyst Recommendations

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).

Zacks (Zacks.com)

Distinct strengths include:

Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
Style Scores across Value, Growth, and Momentum factors.
Stock, ETF, and mutual fund screeners with hundreds of filters.
Per-ticker pages with analyst forecasts, price targets, and earnings estimates.

Feature-by-feature breakdown

Attribute	Perplexity Finance	Zacks (Zacks.com)
Categories Which research workflows each platform targets	Shared: News, Watchlist, Screeners, Transcripts, ETF Overview, Analyst Forecasts, Analyst Price Targets Unique: Financials, Data Visualizations, Analyst Recommendations	Shared: News, Watchlist, Screeners, Transcripts, ETF Overview, Analyst Forecasts, Analyst Price Targets Unique: ETF Screeners, Portfolio, Calendar, Alerts, Scores, ETF Performance, ETF Holdings
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Closed-End Funds, Cryptos	Stocks, ETFs, Mutual Funds
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 Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages. Style Scores across Value, Growth, and Momentum factors. Stock, ETF, and mutual fund screeners with hundreds of filters. Per-ticker pages with analyst forecasts, price targets, and earnings estimates. Unique Price-Consensus-EPS Surprise charts that map historical estimate accuracy and surprises. Earnings Calendar with upcoming and historical quarterly results.
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 Zacks (Zacks.com) both support?

Both platforms cover News, Watchlist, Screeners, Transcripts, ETF Overview, Analyst Forecasts, 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 Zacks (Zacks.com) require subscriptions?

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

How can you access Perplexity Finance and Zacks (Zacks.com)?

Both Perplexity Finance and Zacks (Zacks.com) 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 Zacks (Zacks.com) stands out for Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..

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