Perplexity Finance vs Koyfin
By Jay Rocco, Chief Editor, FullStack Alpha. Updated . Prices checked on each vendor's own site.
Quick answer
Pick Perplexity Finance for AI chat assistant plus insider and congress trades. Pick Koyfin for charting plus earnings calls.
Key differences
- Cheaper paid plan: Perplexity Finance ($17/mo vs $39/mo)
- Broader feature set: Koyfin (7 vs 8 core capabilities)
- AI chat assistant: Perplexity Finance (Only Perplexity Finance has it)
Pick Perplexity Finance if
- You want to ask an AI questions in plain English
- You track insider and Congress trades
- Quick AI answers on any ticker
- Free market dashboards and news
Pick Koyfin if
- Charts are the center of your workflow
- You read earnings calls
- Bloomberg-style dashboards on a budget
- Global fundamentals research
Side by side
| Feature | Perplexity Finance | Koyfin |
|---|---|---|
| Starting price | Free, paid from $17/mo | Free, paid from $39/mo |
| Free plan | Yes | Yes |
| Stock screener | Yes | Yes |
| Charting | No | Yes |
| AI chat assistant | Yes | No |
| News and sentiment | Yes | Yes |
| Fundamentals | Yes | Yes |
| Earnings calls | No | Yes |
| Insider and Congress trades | Yes | No |
| Portfolio tracking | Yes | Yes |
| Crypto | Yes | Yes |
| Global markets | No | Yes |
Plans
Perplexity Finance
- Free: Free
- Pro: $17/mo billed annually
- Max: $167/mo billed annually
Koyfin
- Free: Free
- Plus: $39/mo
- Premium: $79/mo
- Advisor Core: $209/mo
- Advisor Pro: $299/mo
Questions people ask
What is the main difference between Perplexity Finance and Koyfin?
Pick Perplexity Finance for AI chat assistant plus insider and congress trades. Pick Koyfin for charting plus earnings calls.
Which is cheaper, Perplexity Finance or Koyfin?
Perplexity Finance has the cheaper paid plan: $17/mo for Perplexity Finance vs $39/mo for Koyfin (monthly equivalent, checked Oct 2026).
Do Perplexity Finance or Koyfin have a free plan?
Both have a free plan.
Which is better for beginners?
Perplexity Finance is the friendlier start.
Which has better AI features?
Perplexity Finance goes deeper on AI with 2 AI features (AI chat assistant, news and sentiment).
Can I connect Perplexity Finance or Koyfin to ChatGPT or Claude?
Neither offers an MCP server or a public API right now.
Is Perplexity Finance or Koyfin better for active trading?
Koyfin has more of the active-trading toolkit: alerts, scanning, signals and charts.
Should I use both Perplexity Finance and Koyfin?
It can make sense. They overlap on only 5 core features, so one can fill gaps the other leaves.