
Perplexity Finance is a tool introduced by Perplexity AI, designed to provide users with comprehensive resources for analyzing companies. It offers real-time financial insights, including stocks, earnings, and daily market movements, all consolidated in one place for efficient market research and decision-making. This finance dashboard is free and allows users to access detailed financial information by simply entering a company's ticker symbol.
However, Perplexity Finance relies on information from external websites, often small and unvalidated, which can lead to outdated or incorrect data. Moreover, it struggles with delivering deeper reasoning or context for complex financial questions, making it less reliable for detailed financial research. Analysts may prefer alternatives that offer more accurate financial data, advanced finance-specific AI capabilities, and integration with other established financial platforms to ensure they receive trustworthy information for making informed investment decisions. We provide a few alternatives below.
Finance-Specific Alternatives to Perplexity
1. Hudson Labs

Hudson Labs is an AI platform built for institutional investors. Unlike chatbots, we deliver consistent, reliable insights based only on source material–just the facts, not the fluff.
Hudson Labs AI uncovers insights that can’t be found on a Bloomberg screen. It quickly tabulates time series data, systematically compares peers, and reliably identifies hard and soft guidance across earnings calls, press releases, securities filings and more. Built by experts and trusted by institutional investors since 2021, our clients manage $1 trillion+ in AUM.
Key Features
- Hudson Labs Co-Analyst:
- Consolidate time series data across multiple documents(e.g. tabulate backlog data discussed across 8 earnings call transcripts)
- Identify all hard and soft guidance using multiple data sources
- Systematically compare peers, both qualitatively (e.g. impact of artificial intelligence) and quantitatively (e.g. backlog trends)
- Understand market-moving themes (e.g. new macro commentary across multiple bank call transcripts)
- Generate unique investment ideas that go beyond traditional screening - integrate both quantitative and qualitative data points.
- Learn more about the Co-Analyst and how it beats its competitors here
- Fundamental research:
- View AI-generated company background memos for all U.S. issuers with a market capitalization of $300M+; learn here why Hudson Labs background memos are superior to generative chatbots
- Get high-quality AI-written earnings call summaries, including complete guidance tables and top Q&A summaries
- Assess earnings quality and forensic risk for all U.S. issuers
- Track customer dependence and related party risk
- Analyze fundamental and market metrics for the last two years
- Forensic risk assessment and short idea generation:
- Predict the likelihood of SEC enforcement in the next three years with AI-driven forensic risk scores; learn more about the predictive power of our forensic risk scores here
- Track bankruptcy risk (going concern) warnings for every U.S. issuer in real time
- Understand active unremediated internal control weaknesses for every U.S. issuer in real time.
- Conduct short-specific screens like concentrated related party risk, auditor risk, executive turnover, and questionable management integrity; watch our CEO discuss red flags at Super Micro Computer on CNBC
We offer various pricing tiers depending on use case and team size. Get a 14-day trial or book a demo to learn more here.
2. AlphaSense

AlphaSense is a leading market intelligence platform that utilizes AI and machine learning to provide business professionals with comprehensive insights from various public and private content sources. It helps users find relevant information, stay updated on market trends, and make informed decisions across various industries. AlphaSense is built for various use cases, including competitive intelligence, corporate strategy, investor relations, and corporate development.
Key Features
- Financial Document Search: indexes 10,000 sources. including expert interviews, company filings, analyst research, and news articles
- Qualitative Analysis: sentiment analysis and AI-driven insights enable users to interpret market trends and company performance
- Real-Time Market Trend Monitoring: provides real-time monitoring of market trends, allowing users to stay informed about the latest developments and adjust strategies accordingly.
- Integration with Financial Modeling: supports financial model processes by extracting key financial metrics from various documents.
- GenAI-Powered Summaries: Smart Summaries feature extracts key insights from earnings transcripts.
3. DisclosureNet

DisclosureNet, developed by Certent (now part of insightsoftware), is a cloud-based platform for disclosure research and peer analytics. It simplifies the disclosure process for financial professionals by integrating report creation with a robust research engine, enabling rapid searches across millions of public filings. It ensures seamless data management throughout the disclosure lifecycle and is designed for regulatory reporting and compliance.
Key Features
- Fast Document Search: Instantly searches millions of public filings.
- Integrated Research Tools: Supports both internal and external report creation.
- Data Management: Centralizes disclosure data for streamlined workflows.
- XBRL Compliance: Includes tagging and validation features.
- User Training: Provides training to optimize platform usage.
- Cloud-Based Access: Works via web browsers for flexibility.
- Regulatory Compliance: Helps meet SEC, FASB, and IFRS standards.
- Advanced Reporting: Offers 400+ pre-built reports for efficient reporting.
4. BamSEC

BamSEC, now part of AlphaSense, is a financial research platform that simplifies how investment professionals analyze SEC filings and earnings transcripts. Users can search, access, and extract financial data efficiently as a search engine and data extraction tool. BamSEC streamlines investment research by allowing users to download tables, link key financials to models, and perform advanced searches within public documents. Designed to improve collaboration and research workflows, it serves over 100,000 investors and bankers each month.
Key Features
- Advanced Search: Quickly searches millions of SEC filings and transcripts.
- Data Extraction: Downloads financial tables directly to Excel, reducing manual input.
- Document Comparison: Highlights changes between filing versions for easy review.
- Earnings Transcripts: Provides access to S&P transcripts, including earnings calls.
- Real-Time Alerts: Notifies users of new filings or transcripts for tracked companies.
- Collaboration Tools: Supports highlighting, sharing, and linking for teamwork.
- Insider & Institutional Data: Tracks insider transactions and institutional ownership.
5. FinChat

FinChat is an investment research platform integrating financial data with AI-powered analysis. It delivers real-time updates, customizable dashboards, and a conversational AI interface for answering financial questions. Covering stocks, ETFs, mutual funds, and global ownership data, FinChat helps users track insider trades, analyze earnings calls, and assess market trends. It also has tools for data visualization, stock screening, and DCF modeling.
Key Features
- AI-Powered Insights: Uses advanced AI models to generate investment insights and answer complex financial questions.
- Extensive Data Coverage: Provides access to data on 60,000+ public companies with up to 20 years of historical financials.
- Real-Time Updates: Delivers verified, up-to-date information on companies, markets, and economic indicators.
- Conversational Interface: Enables natural language queries for seamless interaction with financial data.
- Custom Dashboards: Allows users to personalize dashboards for tracking companies and key metrics.
- Data Visualization: Displays financial data through charts, bar graphs, and other visual formats.
- Advanced Analytics: Supports stock screening, DCF modeling, and peer comparisons.
- Earnings Insights: Provides earnings call transcripts, analyst estimates, and consensus ratings.
- Macroeconomic Indicators: Offers insights into broader economic trends and their market impact.
- Collaboration Tools: Enables users to share charts, models, and research insights.
6. Fintool

Fintool is an AI-powered financial research platform. Launched in 2024, it processes SEC filings, earnings call transcripts, and conference presentations in real time. Leveraging AI models such as GPT-4, LLaMA 3.3, Claude 3.5, and Google Gemini, Fintool delivers insights and analysis with real-time document processing, advanced screening tools, and a multi-agent verification system to enhance financial research and modeling.
Key Features
- AI-Driven Insights: Analyzes financial data using multiple AI models, including GPT-4, LLaMA 3.3, Claude 3.5, and Google Gemini.
- High-Volume Data Processing: Handles 70 million document chunks and 5TB of data.
- Screening Tools: Enables company screening for industry trend analysis.
- Real-Time AI Feed: Delivers instant updates on financial news and SEC filings.
- Verification System: Uses a three-agent system for source validation and fact-checking.
- Custom Alerts: Users can set notifications for specific companies and data types.
- Document Analysis: Processes SEC filings (10-K, 10-Q, 8-K), earnings transcripts, and conference presentations.
- Data Visualization: Structures unstructured data, financial metrics, and KPIs into accessible tables.
- Private Data Integration: Supports secure uploads and proprietary data integration for deeper analysis.
Alternatives for General AI Search and Assistance
1. ChatGPT

ChatGPT offers versatile AI capabilities that can handle a wide range of financial queries and tasks. Its strength lies in generating faster and more accurate responses than many competitors. The model is trained on vast amounts of financial data, enabling it to process complex inquiries related to company fundamentals, market trends, and economic indicators.
Key features for finance
- Market Sentiment Analysis: processes news headlines and other textual data to help forecast stock price movements and economic conditions.
- Financial Text Analytics: performs various financial text analytics tasks, including news categorization and entity recognitions, to enhance data processing and decision-making.
- Earnings Call Analysis: identifies executive language and tone nuances and provides deeper insights into company performance and prospects.
2. Google Gemini

Leveraging Google's vast knowledge base, Gemini provides rich and accurate information retrieval that is valuable for financial research. Its advanced AI capabilities enable users to access, analyze, and interpret financial data precisely, making it a powerful tool for investors and finance professionals.
Key features for finance
- Advanced Data Analysis: processes vast amounts of financial data, uncovering patterns and insights that inform investment strategies and risk assessments.
- Predictive Analytics for Risk Management: analyzes historical data to predict market trends, aiding in proactive risk management.
- Automated Financial Reporting: enables the automation of financial report generation, summarizing complex data into coherent reports.
- Enhanced Spreadsheet Functionality: Integrated with Google Sheets, Gemini can automate data entry, generate dynamic financial models, and create visualizations.
- Deep Research and Reasoning: With features like Deep Research and Flash Thinking, Gemini conducts comprehensive analyses, breaking down complex problems into manageable steps to provide detailed reports.
- AI Agents for Task Automation: Gemini 2.0 introduces AI agents capable of using memory, reasoning, and planning to perform tasks, such as searching for information and translating content, under user supervision.
3. Microsoft Copilot Pro

Microsoft 365 Copilot is an AI-driven tool that can enhance financial operations by integrating seamlessly with Microsoft's suite of productivity applications. It leverages generative AI to provide real-time insights, automate routine tasks, and support strategic decision-making for finance professionals.
Key features for finance
- Automated Data Analysis and Reporting: Automates the comparison of financial data structures and the generation of reconciliation reports. Offers prompts to address discrepancies.
- Integration with Financial Systems: Connects directly with existing financial data sources, such as ERP systems.
- Visual Data Transformation: Enables users to convert raw financial data into presentation-ready visuals and reports within Excel. These can be easily shared across Outlook and Teams, enhancing collaboration and data interpretation.
- Efficient Customer Communication: Generates initial drafts for customer communications, including necessary attachments, Copilot reduces the time spent on manual drafting.
4. Claude

Claude, developed by Anthropic, is an advanced AI assistant for financial analysis. It integrates natural language processing and data analysis tools, enabling finance professionals to extract valuable insights efficiently.
Key features for finance
- Financial Data Analysis: Processes and interprets financial datasets, identifying trends and providing insightful commentary to inform decision-making.
- Real-Time Data Processing: Can execute JavaScript code within a secure sandbox environment to facilitate real-time data analysis.
- Market Sentiment Analysis: gauges market sentiment by analyzing vast amounts of news articles, social media posts, and financial reports
- Predictive Analytics for Risk Management: analyzes historical data to predict market trends, aiding in proactive risk management
Read our previous blog post on how Hudson Labs compares with generative chatbots.
Sign up for a 14-day free trial of Hudson Labs today for faster and more efficient due diligence, idea screening & portfolio risk monitoring.
Interested in more tools to take your investment analysis workflow to a new level? Check out our other lists of various investment research tools in financial markets: