Multibagg AI vs Perplexity Finance: Which Platform is Better for Investors?

Multibagg AI is a comprehensive stock research and analysis platform designed to solve four critical challenges investors face:

1. How to discover new ideas and good companies
2. Once discovered, how to conduct deep research quickly and effectively
3. After investing, how to understand and manage a portfolio
4. How to stay updated on daily corporate developments of portfolio companies

Perplexity Finance is primarily a chat-first stock research platform that tries to address parts of problem 3 & 4, but doesn't explicitly cover the other two parts.

Let’s compare Multibagg AI and Perplexity Finance across 9 key parameters and conclude with a clear final takeaway.

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1. UI / UX

Let’s start with the basics.

The best technology should feel like magic, and the best design should feel like no design.

That is exactly how Multibagg AI feels.

The UI is minimal, modern, and elegant. Navigation is seamless across stock pages, charts, and timelines. You can select any two time points and instantly see return percentages. Thoughtful design touches are visible everywhere. When a user lands on the platform for the first time, they immediately know what to do. The journey is clearly laid out, with guided flows for someone interacting with a Search or Ask-AI style platform for the first time. Even feature names are self-explanatory.

Perplexity Finance is chat-first and minimal, which works for search but not for continuous analysis or monitoring. There are no detailed dedicated views for stocks, portfolios, or tracking.

Verdict: Multibagg AI’s UI/UX is far superior.

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2. Chatbot

Multibagg AI offers a powerful chatbot called Iris.

Users can ask anything. Questions related to stocks, IPOs, ETFs, indices, or forward-looking queries like:

“What is Reliance planning in the AI sector?”

Iris can also answer portfolio-level questions such as:

“What are the red flags in my portfolio?”

It can even screen companies using natural language, for example:

“Give me a list of low PE, high ROE companies in the consumer durables sector.”

The key advantage is that answers come directly from official exchange filings and Multibagg AI’s proprietary knowledge base, not random internet articles. Source documents are accessible within the chat and can be opened instantly.

Perplexity Finance answers quickly using web sources, but the experience is generic. It is not portfolio-aware, its AI screener responses are slow, and follow-up queries often lose context.

Verdict: Multibagg AI wins.

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3. Data Depth

Multibagg AI covers almost every relevant data point in a very presentable format: price charts, peers, financial statements, analyst verdicts, forecasts and projections, insider trades, corporate actions, announcements, investor presentations, concalls, and annual reports. It offers more than 10 years of historical data and is powered by over a million news articles for sentiment analysis. The systems are efficient and consistently accurate.

Perplexity Finance does not provide exhaustive financial ratios. Financial data is inconsistent, often limited to ~3 years of history, and varies across India, US, and Crypto markets, leading to uneven depth and reliability.

Verdict: Multibagg AI is a clear winner.

4. Portfolio

Multibagg AI allows users to connect portfolios natively within seconds from all major Indian brokers. Once connected, the portfolio dashboard is ready in under 10 seconds. As well as it supports virtual portfolio connection.

The portfolio dashboard covers everything: asset allocation, diversification, benchmarking, red flags, insider trades, company-level news, and portfolio-level insights, all powered by AI. Users can open the portfolio in Screener mode for custom analysis or use Iris to ask portfolio-level questions with source-backed answers. It is one of the strongest portfolio dashboards available today.

Perplexity Finance does not support portfolio syncing or tracking.

Verdict: Multibagg AI is a clear winner.

5. Discovery

The discovery buckets on Multibagg AI are truly AI-powered and work in real time. When a company appears in a bucket, users can see why and when it was added. Stocks can be instantly added to watchlists or opened together in screener mode for deeper analysis.

Perplexity Finance has no discovery engine. Idea generation is entirely reactive and prompt-dependent.

Verdict: Multibagg AI wins.

6. Screener

Multibagg AI’s screener is among the best in the market. It offers multiple screeners across stocks, IPOs, ETFs, indices, sectors, industries, deals, and intraday setups. Users get more than 100 filters, can save multiple screens, and export data to Excel. Screening flows seamlessly into deeper research or AI-led analysis.

Perplexity Finance does not have a true traditional screener. Its AI-based screening is slow, non-deterministic, and limited by incomplete datasets and ratios.

Verdict: Multibagg AI wins.

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7. Watchlist and Tracking

Multibagg AI offers an intuitive watchlist where performance is tracked from the exact date a stock is added.

The experience extends into the Timeline feature, which works like a social feed for stocks. Users can filter news by relevance, sentiment, type, and time period. Updates are real time, and price movement is shown alongside news, making it easy to understand impact. News refresh is significantly faster, allowing users to stay on top of developments immediately.

Perplexity Finance supports limited Watchlist integration and tracking, it summarizes the watchlisted stocks but there is no Timeline and Corporate Announcements section.

Verdict: Multibagg AI wins.

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8. Education

Multibagg AI offers an introductory video and guided tours to help first-time users navigate the platform. It assumes a certain level of investing maturity and does not focus on teaching theory.

Perplexity Finance works well as an explainer tool, especially for concepts, macro themes, and quick “why” questions on latest news. Platform specific it doesn't offer any educational content for usage flexibility or guided tours Verdict: Multibagg AI wins.

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9. Pricing

• Multibagg AI: ₹6,000 per annum

• Perplexity Finance: free but higher chat limits and better models need pro plan prices at ~ ₹2,000 per month

Perplexity Finance follows a freemium model, with paid tiers unlocking stronger AI models, not deeper financial datasets or workflows. Concall, annual report, and filing-based analysis generation is limited and slow, making it unsuitable for heavy research.

Multibagg AI, at ₹6,000 per year, bundles AI-led discovery, deep research, conversational analysis, portfolio intelligence, timeline tracking, and advanced screening into one platform. Instead of long reports, it focuses on faster insight, lower cognitive load, and relevant useful tools.

Verdict: Perplexity Finance wins on accessibility, but Multibagg AI delivers far higher value for serious investors.

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Final Take

Perplexity Finance is best viewed as an AI-powered finance search layer. It is useful for learning, surface-level research, and quick answers, but lacks the depth, speed, and consistency required for active investing.

Multibagg AI is built for decision-making at scale. It connects discovery, structured data, filings, portfolios, and real-time tracking into one cohesive system designed for how investors actually work.

If you want explanations, Perplexity Finance works.

If you want conviction, speed, and outcomes, Multibagg AI is the stronger platform.

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Summary Table

Final takeaway: Perplexity Finance works well as an AI-powered finance search and learning tool for quick explanations and surface-level research.

Multibagg AI gives you an AI-first, end-to-end investing workflow that combines discovery, deep research, portfolio intelligence, and real-time tracking under one platform.