TradingView is the closest drop-in replacement with overlapping coverage in Screeners, News, and Quant while adding Stock Ideas and Watchlist coverage, Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices. and 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). features, and a free tier (category overlap ~64%).
VOL. XCIV, NO. 247
DeepVest (formerly Benjamin AI) Alternatives & Competitors
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Thursday, January 15, 2026
Alternatives to DeepVest (formerly Benjamin AI)
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test DeepVest (formerly Benjamin AI) against peers before committing to a long-term plan.
Looking for a DeepVest (formerly Benjamin AI) 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 Options17With free tiers
Avg. Overlap54%Category match
Mobile Ready11Native apps
Quick takeaways
Budget-conscious? Try TradingView, PortfoliosLab, Koyfin, FINVIZ, Portfolio123, okama, Investing.com, Yahoo Finance, MarketScreener, Snowball Analytics, GuruFocus, Stock Rover, EPSMomentum, Portfolio Visualizer, Trendlyne, Google Finance, and TipRanks to get started without a paid plan.
Need mobile access? TradingView, Koyfin, and Investing.com bring phone-ready workflows that DeepVest (formerly Benjamin AI) lacks.
Round out your stack with new coverage areas like Stock Ideas, Watchlist, Alerts, and Calendar.
DeepVest (formerly Benjamin AI) still leads on Regulatory Filings Monitoring, so keep it handy for those workflows.
Similarity score 1511Category overlap: 64%
Shared coverage
ScreenersNewsQuantData VisualizationsBacktestingPortfolio
Assets: Stocks, ETFs, and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- TradingView keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Watchlist, and Alerts coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need Financials, Regulatory Filings Monitoring, and Risk Metrics.
Adds coverage: Stock Ideas, Watchlist, Alerts, and Calendar
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 1477Category overlap: 64%
Shared coverage
ScreenersQuantData VisualizationsRisk MetricsBacktestingPortfolio
Assets: Stocks, ETFs, and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- PortfoliosLab keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Expands into Watchlist, Factor Exposure, and Stock Comparison coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need Financials, News, and Regulatory Filings Monitoring.
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 1428Category overlap: 55%
Shared coverage
FinancialsScreenersNewsData VisualizationsPortfolioCorrelation
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Custom Dashboards, and Watchlist coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics.
Adds coverage: ETF Screeners, Custom Dashboards, Watchlist, and Alerts
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).
Similarity score 1379Category overlap: 64%
Shared coverage
FinancialsScreenersNewsData VisualizationsBacktestingPortfolio
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- FINVIZ keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Expands into ETF Screeners, Stock Comparison, and Alerts coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics.
Adds coverage: ETF Screeners, Stock Comparison, Alerts, and Calendar
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 1379Category overlap: 64%
Shared coverage
FinancialsScreenersQuantData VisualizationsBacktestingPortfolio
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Portfolio123 keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Expands into Stock Ideas, Watchlist, and GDP coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with DeepVest (formerly Benjamin AI) if you still need News, Regulatory Filings Monitoring, and Risk Metrics.
Adds coverage: Stock Ideas, Watchlist, GDP, and Interest Rates
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 1355Category overlap: 64%
Shared coverage
FinancialsScreenersData VisualizationsRisk MetricsScenario & Stress TestsPortfolio
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Stock Comparison, ETF Comparison, and Watchlist coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need News, Regulatory Filings Monitoring, and Quant.
Adds coverage: Stock Comparison, ETF Comparison, Watchlist, and Alerts
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 1324Category overlap: 55%
Shared coverage
QuantData VisualizationsRisk MetricsBacktestingPortfolioCorrelation
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Why investors switch
- okama keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Expands into Monte Carlo, Data APIs, and ETF Performance coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Financials, Screeners, and News.
Adds coverage: Monte Carlo, Data APIs, ETF Performance, and Inflation Rates
Standout features: Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., Portfolio widget built on adjusted monthly data for risk/return analysis., and Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
Similarity score 1270Category overlap: 45%
Shared coverage
FinancialsScreenersNewsData VisualizationsPortfolio
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Investing.com keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Investing.com adds mobile access for on-the-go monitoring.
- Expands into Alerts, Calendar, and Dividends coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics.
Adds coverage: Alerts, Calendar, Dividends, and Splits
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 1270Category overlap: 45%
Shared coverage
FinancialsScreenersNewsData VisualizationsPortfolio
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Yahoo Finance keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into Alerts, Calendar, and Watchlist coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics.
Adds coverage: Alerts, Calendar, Watchlist, and Stock Comparison
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).
#10 Alternative
Similarity score 1264Category overlap: 55%
Shared coverage
ScreenersNewsQuantScenario & Stress TestsBacktestingPortfolio
Assets: Stocks, ETFs, and Commodities
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Performance Attribution, Alerts, and Data APIs coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need Financials, Regulatory Filings Monitoring, and Data Visualizations.
Adds coverage: Performance Attribution, Alerts, Data APIs, and Transcripts
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 1262Category overlap: 45%
Shared coverage
FinancialsScreenersNewsData VisualizationsPortfolio
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- MarketScreener keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- MarketScreener adds mobile access for on-the-go monitoring.
- Expands into Alerts, Calendar, and Stock Ideas coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics.
Adds coverage: Alerts, Calendar, Stock Ideas, and Watchlist
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 1262Category overlap: 45%
Shared coverage
FinancialsNewsRisk MetricsBacktestingPortfolio
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Snowball Analytics keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Snowball Analytics adds mobile access for on-the-go monitoring.
- Expands into Watchlist, Dividend, and Dividends coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Screeners, Regulatory Filings Monitoring, and Quant.
Adds coverage: Watchlist, Dividend, Dividends, and Dividend Tax / ADR Withholding
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
Similarity score 1248Category overlap: 55%
Shared coverage
FinancialsScreenersNewsData VisualizationsBacktestingPortfolio
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Stock Comparison, and Investor Holdings coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, 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 1248Category overlap: 55%
Shared coverage
FinancialsScreenersNewsData VisualizationsPortfolioCorrelation
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Rover keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Stock Comparison, and ETF Comparison coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics.
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 1226Category overlap: 55%
Shared coverage
FinancialsScreenersNewsData VisualizationsBacktestingPortfolio
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- EPSMomentum keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- EPSMomentum adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Money Flow, and Watchlist coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics.
Adds coverage: Stock Ideas, Money Flow, Watchlist, and News Sentiment
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 1224Category overlap: 60%
Shared coverage
ScreenersQuantData VisualizationsRisk MetricsBacktestingCorrelation
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Portfolio Visualizer keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Expands into Monte Carlo, Factor Exposure, and Performance Attribution coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility., and Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals)..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Financials, News, and Regulatory Filings Monitoring.
Adds coverage: Monte Carlo, Factor Exposure, Performance Attribution, and ETF Screeners
Standout features: Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility., Monte Carlo simulation to test long-term expected portfolio growth and portfolio survival (withdrawals)., and Portfolio optimization strategies (includes mean-variance optimization; also references max drawdown optimization).
Similarity score 1174Category overlap: 55%
Shared coverage
FinancialsScreenersNewsData VisualizationsBacktestingPortfolio
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Trendlyne keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics.
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.
#18 Alternative
Similarity score 1160Category overlap: 45%
Shared coverage
FinancialsScreenersRisk MetricsPortfolioCorrelation
Assets: Stocks, ETFs, and Currencies
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Sheets / Excel Add-ins, Broker Connectors, and Options & Derivatives coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..
- Pair it with DeepVest (formerly Benjamin AI) if you still need News, Regulatory Filings Monitoring, and Quant.
Adds coverage: Sheets / Excel Add-ins, Broker Connectors, Options & Derivatives, and Options
Standout features: Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter., and Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
Similarity score 1155Category overlap: 63%
Shared coverage
FinancialsScreenersNewsData VisualizationsPortfolio
Assets: Stocks, ETFs, and Currencies
Experience: Beginner and Intermediate
Platforms: Web
Why investors switch
- Google Finance keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Expands into Watchlist, Stock Comparison, and Calendar coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Homepage aggregates market news, market-trend lists (e.g., most active/gainers/losers), and an earnings calendar., Create custom watchlists by following securities; watchlists include related news (“Your watchlist in the news”)., and Compare securities directly under the chart, and compare broader markets (e.g., Europe or Currencies)..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics.
Adds coverage: Watchlist, Stock Comparison, and Calendar
Standout features: Homepage aggregates market news, market-trend lists (e.g., most active/gainers/losers), and an earnings calendar., Create custom watchlists by following securities; watchlists include related news (“Your watchlist in the news”)., Compare securities directly under the chart, and compare broader markets (e.g., Europe or Currencies)., and Manual portfolios: add holdings by entering shares, purchase date, and purchase price; view portfolio value over time, returns, allocation highlights, and related news.
Similarity score 1141Category overlap: 36%
Shared coverage
FinancialsScreenersNewsPortfolio
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- TipRanks keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Top Analysts, and ETF Screeners coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Data Visualizations.
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.
Portfolio×19Screeners×18Data Visualizations×16Financials×15News×14Backtesting×11Correlation×10Quant×6
New angles introduced
Categories the alternatives add beyond DeepVest (formerly Benjamin AI).
Watchlist+15Alerts+12Calendar+12Dividends+9Analyst Price Targets+8Analyst Recommendations+8Stock Comparison+8Transcripts+8
Access & Pricing
Free options
17/20
17 picks introduce a free tier you can start with.
Mobile ready
11/20
11 alternatives bring native mobile access.
API availability
7/20
7 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 14 tested
8 tools are flagged as analyst picks; 14 have been hands-on tested.
Avg. coverage overlap
54%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to DeepVest (formerly Benjamin AI)?
DeepVest (formerly Benjamin AI) users most often consider TradingView, PortfoliosLab, and Koyfin as their go-to alternatives.
Which alternatives keep a free tier?
TradingView, PortfoliosLab, Koyfin, FINVIZ, Portfolio123, okama, Investing.com, Yahoo Finance, MarketScreener, Snowball Analytics, GuruFocus, Stock Rover, EPSMomentum, Portfolio Visualizer, Trendlyne, Google Finance, 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 (formerly Benjamin AI) alternatives cover?
Expect deep coverage across Backtesting, Correlation, Data Visualizations, Financials, News, Portfolio, Quant, Risk Metrics, Scenario & Stress Tests, and Screeners, so you can port most DeepVest (formerly Benjamin AI) workflows without much friction.
Where does DeepVest (formerly Benjamin AI) still stand out?
DeepVest (formerly Benjamin AI) remains the go-to for Regulatory Filings Monitoring, 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.