YCharts is the closest drop-in replacement with overlapping coverage in AI, AI Chat, and Screeners while adding Stock Comparison and ETF Comparison coverage and Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment. and Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices). features (category overlap ~60%).
VOL. XCIV, NO. 247
DeepVest Alternatives & Competitors
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Saturday, January 17, 2026
Alternatives to DeepVest
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test DeepVest against peers before committing to a long-term plan.
Looking for a DeepVest replacement? We've profiled 20 alternatives ranked by category overlap, pricing flexibility, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations—this list has you covered. Dive in to find your next tool.
View free alternatives onlyAlternatives20Curated picks
Free Options18With free tiers
Avg. Overlap48%Category match
Mobile Ready13Native apps
Quick takeaways
Free tiers remain available through GuruFocus, Investing.com, Koyfin, FINVIZ, Fiscal.ai, TradingView, Yahoo Finance, Stock Rover, Trendlyne, StockCharts, PortfoliosLab, MacroMicro, MarketWatch, EPSMomentum, Tweenvest, MarketScreener, OpenBB, and TipRanks for side-by-side testing.
Need mobile access? GuruFocus, Investing.com, and Koyfin bring phone-ready workflows that DeepVest lacks.
Round out your stack with new coverage areas like Stock Comparison, ETF Comparison, Watchlist, and Monte Carlo.
DeepVest still leads on Wealth Management and Audit Trail / Supervision, so keep it handy for those workflows.
Similarity score 1742Category overlap: 60%
Shared coverage
AIAI ChatScreenersPortfolioData VisualizationsCorrelation
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Stock Comparison, ETF Comparison, and Watchlist coverage beyond what DeepVest offers.
- Standout features include Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., and Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs..
- Pair it with DeepVest if you still need Wealth Management, Backtesting, and Options.
Adds coverage: Stock Comparison, ETF Comparison, Watchlist, and Monte Carlo
Standout features: Annual subscription tiers (Analyst / Presenter / Professional). Professional includes everything in Analyst+Presenter plus Portfolio Optimizer, AI Chat, Transition Tax Analysis, Interactive Analysis, Scenarios, Excel Add-in & integration support, and compliance controls; prices reflect annual commitment., Fundamental charting workflow for financial metrics, plus scatter plot and technical charting (support docs mention 30+ technical indicators and 28,000+ equities/indices)., Stock & fund screeners, plus Comp Tables to compare portfolios/funds/stocks with custom scoring models and exportable client-ready PDFs., and Alerts Manager for stocks, funds, and model portfolios; alerts can be based on thousands of metrics and trigger email notifications.
Similarity score 1738Category overlap: 60%
Shared coverage
AIAI ChatScreenersBacktestingPortfolioData Visualizations
Assets: Stocks, ETFs, and Options
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Stock Comparison, and Investor Holdings coverage beyond what DeepVest offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with DeepVest if you still need Wealth Management, Correlation, and Risk Metrics.
Adds coverage: Stock Ideas, Stock Comparison, Investor Holdings, and US Government Trades
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 1701Category overlap: 53%
Shared coverage
AIAI ChatScreenersPortfolioData VisualizationsTranscripts
Assets: Stocks, ETFs, and Options
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Investing.com adds mobile access for on-the-go monitoring.
- Expands into News, Dividends, and Splits coverage beyond what DeepVest offers.
- Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
- Pair it with DeepVest if you still need Wealth Management, Backtesting, and Correlation.
Adds coverage: News, Dividends, Splits, and IPO
Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.
Similarity score 1573Category overlap: 47%
Shared coverage
ScreenersPortfolioData VisualizationsCorrelationTranscriptsCalendar
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Custom Dashboards, and Watchlist coverage beyond what DeepVest offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with DeepVest if you still need Wealth Management, AI, and AI Chat.
Adds coverage: ETF Screeners, Custom Dashboards, Watchlist, and News
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
#5 Alternative
Similarity score 1533Category overlap: 57%
Shared coverage
AIAI ChatScreenersBacktestingPortfolioScenario & Stress Tests
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Quant, Performance Attribution, and News coverage beyond what DeepVest offers.
- Standout features include Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..
- Pair it with DeepVest if you still need Wealth Management, Data Visualizations, and Correlation.
Adds coverage: Quant, Performance Attribution, News, and Data APIs
Standout features: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe-all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs., and Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
Similarity score 1523Category overlap: 53%
Shared coverage
ScreenersBacktestingPortfolioData VisualizationsCorrelationOptions
Assets: Stocks, ETFs, and Options
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Stock Comparison, and News coverage beyond what DeepVest offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with DeepVest if you still need Wealth Management, AI, and AI Chat.
Adds coverage: ETF Screeners, Stock Comparison, News, and Financials
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
Similarity score 1523Category overlap: 53%
Shared coverage
AIAI ChatScreenersPortfolioData VisualizationsTranscripts
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Comparison, Watchlist, and Investor Holdings coverage beyond what DeepVest offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with DeepVest if you still need Wealth Management, Backtesting, and Correlation.
Adds coverage: Stock Comparison, Watchlist, Investor Holdings, and ETF Overview
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 1513Category overlap: 47%
Shared coverage
ScreenersBacktestingPortfolioData VisualizationsCorrelationCalendar
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Quant, Stock Ideas, and Watchlist coverage beyond what DeepVest offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with DeepVest if you still need Wealth Management, AI, and AI Chat.
Adds coverage: Quant, Stock Ideas, Watchlist, and News
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 1416Category overlap: 40%
Shared coverage
ScreenersPortfolioData VisualizationsOptionsCalendarAlerts
Assets: Stocks, ETFs, and Options
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into News, Watchlist, and Stock Comparison coverage beyond what DeepVest offers.
- Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., and Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)..
- Pair it with DeepVest if you still need Wealth Management, AI, and AI Chat.
Adds coverage: News, Watchlist, Stock Comparison, and Financials
Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)., and Advanced Chart supports adding multiple ticker symbols to compare relative performance (desktop + mobile browsers).
Similarity score 1393Category overlap: 47%
Shared coverage
ScreenersPortfolioData VisualizationsCorrelationTranscriptsCalendar
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Stock Comparison, and ETF Comparison coverage beyond what DeepVest offers.
- Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- Pair it with DeepVest if you still need Wealth Management, AI, and AI Chat.
Adds coverage: ETF Screeners, Stock Comparison, ETF Comparison, and Watchlist
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Similarity score 1379Category overlap: 47%
Shared coverage
ScreenersBacktestingPortfolioData VisualizationsTranscriptsCalendar
Assets: Stocks, Options, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what DeepVest offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with DeepVest if you still need Wealth Management, AI, and AI Chat.
Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Options & Derivatives
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1353Category overlap: 67%
Shared coverage
ScreenersPortfolioData VisualizationsOptionsCalendarAlerts
Assets: Stocks, ETFs, and Options
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- StockCharts adds mobile access for on-the-go monitoring.
- Expands into Watchlist, Scores, and Broker Connectors coverage beyond what DeepVest offers.
- Standout features include Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., and Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)..
- Pair it with DeepVest if you still need Wealth Management, AI, and AI Chat.
Adds coverage: Watchlist, Scores, and Broker Connectors
Standout features: Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)., and Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours.
Similarity score 1337Category overlap: 43%
Shared coverage
ScreenersBacktestingPortfolioData VisualizationsCorrelationRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Watchlist, Factor Exposure, and Stock Comparison coverage beyond what DeepVest offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with DeepVest if you still need Wealth Management, AI, and AI Chat.
Adds coverage: Watchlist, Factor Exposure, Stock Comparison, and ETF Comparison
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 1336Category overlap: 40%
Shared coverage
AI ChatBacktestingData VisualizationsCorrelationTranscriptsCalendar
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, ETF Comparison, and Which ETF includes this Stock? coverage beyond what DeepVest offers.
- Standout features include Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..
- Pair it with DeepVest if you still need Wealth Management, AI, and Screeners.
Adds coverage: ETF Screeners, ETF Comparison, Which ETF includes this Stock?, and GDP
Standout features: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., and Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
Similarity score 1333Category overlap: 33%
Shared coverage
ScreenersData VisualizationsOptionsCalendarAlerts
Assets: Stocks, ETFs, and Options
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- MarketWatch adds mobile access for on-the-go monitoring.
- Expands into News, Watchlist, and Paper Trading coverage beyond what DeepVest offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with DeepVest if you still need Wealth Management, AI, and AI Chat.
Adds coverage: News, Watchlist, Paper Trading, and Financials
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 1311Category overlap: 47%
Shared coverage
AIAI ChatScreenersBacktestingPortfolioData Visualizations
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- EPSMomentum adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Money Flow, and Watchlist coverage beyond what DeepVest offers.
- Standout features include Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process..
- Pair it with DeepVest if you still need Wealth Management, Correlation, and Risk Metrics.
Adds coverage: Stock Ideas, Money Flow, Watchlist, and News
Standout features: Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., and Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
Similarity score 1308Category overlap: 50%
Shared coverage
AIScreenersPortfolioData VisualizationsTranscriptsCalendar
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Watchlist, News, and Dividends coverage beyond what DeepVest offers.
- Standout features include Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., and Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”..
- Pair it with DeepVest if you still need Wealth Management, AI Chat, and Backtesting.
Adds coverage: Watchlist, News, Dividends, and Financials
Standout features: Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”., and Portfolio tracking with performance + dividends and “notifications for upcoming events”; portfolio entitlements scale by plan (1 portfolio / 20 positions on Pro; unlimited portfolios/positions on Pro+).
Similarity score 1288Category overlap: 40%
Shared coverage
ScreenersPortfolioData VisualizationsTranscriptsCalendarAlerts
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- MarketScreener adds mobile access for on-the-go monitoring.
- Expands into News, Stock Ideas, and Watchlist coverage beyond what DeepVest offers.
- Standout features include Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., and Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG..
- Pair it with DeepVest if you still need Wealth Management, AI, and AI Chat.
Adds coverage: News, Stock Ideas, Watchlist, and Financials
Standout features: Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG., and Dynamic Chart with configurable technical indicators and quick switching between stocks and personal lists; technical indicators available on 30,000+ listed stocks.
Similarity score 1269Category overlap: 42%
Shared coverage
AIAI ChatScreenersData VisualizationsOptions
Assets: Stocks, ETFs, and Options
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- OpenBB adds mobile access for on-the-go monitoring.
- Expands into Data APIs, APIs & SDKs, and Sheets / Excel Add-ins coverage beyond what DeepVest offers.
- Standout features include Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., and OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)..
- Pair it with DeepVest if you still need Wealth Management, Backtesting, and Portfolio.
Adds coverage: Data APIs, APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards
Standout features: Open Data Platform (ODP): open-source (AGPL) unified financial & economic data access; runs locally., ODP supports multiple interfaces, including Python and REST API (plus Notebook/Workspace/Excel listed by OpenBB)., OpenBB does not host or serve data; it provides provider connectors that fetch data from third parties (often using your API keys)., and OpenBB Workspace: secure app combining customizable UI components, unified data integration, and AI capabilities.
Similarity score 1227Category overlap: 33%
Shared coverage
AIScreenersPortfolioCalendarAlerts
Assets: Stocks, ETFs, and Options
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Top Analysts, and ETF Screeners coverage beyond what DeepVest offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with DeepVest if you still need Wealth Management, AI Chat, and Backtesting.
Adds coverage: Stock Ideas, Top Analysts, ETF Screeners, and Stock Comparison
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×19Data Visualizations×18Portfolio×17Alerts×16Calendar×15Transcripts×11AI×9AI Chat×8
New angles introduced
Categories the alternatives add beyond DeepVest.
Watchlist+16Financials+15News+15Analyst Price Targets+10Dividends+10Analyst Forecasts+9Analyst Recommendations+9Scores+8
Access & Pricing
Free options
18/20
18 of 20 alternatives keep a free tier for trials.
Mobile ready
13/20
13 alternatives bring native mobile access.
API availability
8/20
8 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
7 starred / 13 tested
7 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
48%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to DeepVest?
DeepVest users most often consider YCharts, GuruFocus, and Investing.com as their go-to alternatives.
Which alternatives keep a free tier?
GuruFocus, Investing.com, Koyfin, FINVIZ, Fiscal.ai, TradingView, Yahoo Finance, Stock Rover, Trendlyne, StockCharts, PortfoliosLab, MacroMicro, MarketWatch, EPSMomentum, Tweenvest, MarketScreener, OpenBB, and TipRanks offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top DeepVest alternatives cover?
Expect deep coverage across AI, AI Chat, Alerts, Backtesting, Calendar, Correlation, Data Visualizations, Options, Portfolio, Risk Metrics, Scenario & Stress Tests, Screeners, and Transcripts, so you can port most DeepVest workflows without much friction.
Where does DeepVest still stand out?
DeepVest remains the go-to for Wealth Management and Audit Trail / Supervision, which the current alternatives do not fully replicate.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.