YCharts is the closest drop-in replacement with overlapping coverage in Financials, Screeners, and News while adding Stock Comparison and ETF Comparison coverage and Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks. and Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns. features (category overlap ~73%).
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Monday, October 13, 2025
Programmatic picks
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.
View free alternativesQuick takeaways
Budget-conscious? Try TradingView, PortfoliosLab, FINVIZ, okama, Koyfin, Yahoo Finance, OpenBB, Stock Rover, Portfolio123, Trendlyne, Snowball Analytics, Portfolio Visualizer, Investing.com, MarketWatch, and GuruFocus to get started without a paid plan.
Need mobile access? TradingView, Koyfin, and Yahoo Finance bring phone-ready workflows that DeepVest (formerly Benjamin AI) lacks.
Round out your stack with new coverage areas like Stock Comparison, ETF Comparison, Watchlist, and Performance Attribution.
Similarity score 1479
Category overlap: 73%Shared coverage
Financials
Screeners
News
Data Visualizations
Risk Metrics (VaR/ES/Drawdown)
Scenario & Stress Tests
Assets: Stocks and ETFs
Experience: Beginner, 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 Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Backtesting.
Adds coverage: Stock Comparison, ETF Comparison, Watchlist, and Performance Attribution
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 1428
Category overlap: 55%Shared coverage
Financials
Screeners
News
Data Visualizations
Backtesting
Portfolio
Assets: Stocks, ETFs, and Commodities
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 ETF Screeners, Stock Ideas, and Options & Derivatives coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: ETF Screeners, Stock Ideas, Options & Derivatives, and Watchlist
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 1417
Category overlap: 64%Shared coverage
Financials
Screeners
Quant
Risk Metrics (VaR/ES/Drawdown)
Backtesting
Portfolio
Assets: Stocks, ETFs, and Cryptos
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 ETF Screeners, Watchlist, and Stock Comparison coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators..
- Pair it with DeepVest (formerly Benjamin AI) if you still need News, Regulatory Filings Monitoring, and Data Visualizations.
Adds coverage: ETF Screeners, Watchlist, Stock Comparison, and ETF Comparison
Standout features: Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators., and Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.
Similarity score 1356
Category overlap: 55%Shared coverage
Financials
Screeners
News
Data Visualizations
Backtesting
Portfolio
Assets: Stocks, ETFs, and Currencies
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 Watchlist, Alerts, and Data APIs coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Watchlist, Alerts, Data APIs, and ETF Overview
Standout features: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., Visualization tools include Heat Maps and Groups, with real-time updates for Elite users., and Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
Similarity score 1324
Category overlap: 55%Shared coverage
Quant
Data Visualizations
Risk Metrics (VaR/ES/Drawdown)
Backtesting
Portfolio
Correlation
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 1284
Category overlap: 45%Shared coverage
Financials
Screeners
News
Data Visualizations
Portfolio
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, Alerts, and Calendar coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: ETF Screeners, Alerts, Calendar, and Transcripts
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 1270
Category overlap: 45%Shared coverage
Financials
Screeners
News
Data Visualizations
Portfolio
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 Watchlist, Alerts, and Calendar coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Watchlist, Alerts, Calendar, and Analyst Recommendations
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
#8 Alternative
Similarity score 1264
Category overlap: 55%Shared coverage
Screeners
News
Quant
Scenario & Stress Tests
Backtesting
Portfolio
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 1250
Category overlap: 45%Shared coverage
Financials
News
Regulatory Filings Monitoring
Quant
Data Visualizations
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- OpenBB keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Expands into APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Screeners, Risk Metrics (VaR/ES/Drawdown), and Scenario & Stress Tests.
Adds coverage: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, and Data APIs
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
Similarity score 1248
Category overlap: 55%Shared coverage
Financials
Screeners
News
Data Visualizations
Portfolio
Correlation
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 Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: ETF Screeners, Stock Comparison, ETF Comparison, and Monte Carlo
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 1238
Category overlap: 60%Shared coverage
Screeners
Quant
Data Visualizations
Backtesting
Portfolio
Correlation
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 Calendar, APIs & SDKs, and Data APIs coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., and Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Financials, News, and Regulatory Filings Monitoring.
Adds coverage: Calendar, APIs & SDKs, Data APIs, and Broker Connectors
Standout features: Build custom multi-factor ranking systems and rank stocks by universe, sector, or industry., Spreadsheet-style screening with formulas (including Piotroski F-Score) across current and historical data., Backtesting with realistic assumptions for slippage, commissions, buy/sell rules, position sizing, and hedging., and ‘Books’ feature to combine multiple strategies and view correlations between them.
Similarity score 1174
Category overlap: 55%Shared coverage
Financials
Screeners
News
Data Visualizations
Backtesting
Portfolio
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 (VaR/ES/Drawdown).
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.
#13 Alternative
Similarity score 1160
Category overlap: 45%Shared coverage
Financials
Screeners
Risk Metrics (VaR/ES/Drawdown)
Portfolio
Correlation
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.
#14 Alternative
Similarity score 1157
Category overlap: 67%Shared coverage
Screeners
Quant
Data Visualizations
Risk Metrics (VaR/ES/Drawdown)
Backtesting
Correlation
Assets: Stocks, ETFs, and Currencies
Experience: Intermediate and Advanced
Why investors switch
- Expands into Monte Carlo, APIs & SDKs, and Auto-Trading & Bots coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore., Walk‑forward testing integrated with optimization; in/out‑of‑sample stats., and Monte Carlo simulation (custom metrics can drive optimization/WF objective)..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Financials, News, and Regulatory Filings Monitoring.
Adds coverage: Monte Carlo, APIs & SDKs, and Auto-Trading & Bots
Standout features: Portfolio‑level backtesting with dynamic position sizing and bar‑by‑bar ranking/PositionScore., Walk‑forward testing integrated with optimization; in/out‑of‑sample stats., Monte Carlo simulation (custom metrics can drive optimization/WF objective)., and Very fast multi‑threaded optimization with 3D optimization surface visualization.
Similarity score 1142
Category overlap: 45%Shared coverage
Financials
Screeners
News
Backtesting
Portfolio
Assets: Stocks, ETFs, and Cryptos
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 Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting., Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener., and Portfolio rebalancing based on target categories; one‑click buy/sell suggestions..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Data Visualizations.
Adds coverage: Watchlist, Dividend, Dividends, and Calendar
Standout features: Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting., Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener., Portfolio rebalancing based on target categories; one‑click buy/sell suggestions., and Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.
Similarity score 1137
Category overlap: 71%Shared coverage
Quant
Data Visualizations
Risk Metrics (VaR/ES/Drawdown)
Backtesting
Correlation
Assets: Stocks, ETFs, and Commodities
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 Factor Exposure and Monte Carlo coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Financials, Screeners, and News.
Adds coverage: Factor Exposure and Monte Carlo
Standout features: Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model., and Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
Similarity score 1127
Category overlap: 36%Shared coverage
Financials
Screeners
News
Portfolio
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 ETF Screeners, Watchlist, and Alerts coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., and Portfolio and watchlist syncing across devices, with CSV import for holdings..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Data Visualizations.
Adds coverage: ETF Screeners, Watchlist, Alerts, and Calendar
Standout features: Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., Portfolio and watchlist syncing across devices, with CSV import for holdings., and Stock Screener with customizable filters; InvestingPro+ adds advanced screeners and export functionality.
Similarity score 1127
Category overlap: 36%Shared coverage
Financials
Screeners
News
Data Visualizations
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- MarketWatch keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- MarketWatch 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 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 (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Alerts, Calendar, Watchlist, and Paper Trading
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.
#19 Alternative
Similarity score 1113
Category overlap: 63%Shared coverage
Screeners
Quant
Scenario & Stress Tests
Backtesting
Portfolio
Assets: Stocks, ETFs, and Commodities
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Qfinr adds mobile access for on-the-go monitoring.
- Expands into Watchlist, ETF Screeners, and Stock Ideas coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Financials, News, and Regulatory Filings Monitoring.
Adds coverage: Watchlist, ETF Screeners, and Stock Ideas
Standout features: Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities., and Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
Similarity score 1104
Category overlap: 45%Shared coverage
Financials
Screeners
News
Backtesting
Portfolio
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 All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Data Visualizations.
Adds coverage: Stock Ideas, Stock Comparison, Investor Holdings, and US Government Trades
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×17
Portfolio×16
Financials×14
Data Visualizations×13
News×13
Backtesting×12
Correlation×8
Quant×8
New angles introduced
Categories the alternatives add beyond DeepVest (formerly Benjamin AI).
Watchlist+13
Alerts+11
ETF Overview+11
Calendar+10
ETF Holdings+10
Dividends+8
APIs & SDKs+7
Interest Rates+7
Access & Pricing
Free options
15/20
15 picks introduce a free tier you can start with.
Mobile ready
10/20
10 alternatives bring native mobile access.
API availability
7/20
7 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
6 starred / 13 tested
6 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
53%
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 YCharts, TradingView, and PortfoliosLab as their go-to alternatives.
Which alternatives keep a free tier?
TradingView, PortfoliosLab, FINVIZ, okama, Koyfin, Yahoo Finance, OpenBB, Stock Rover, Portfolio123, Trendlyne, Snowball Analytics, Portfolio Visualizer, Investing.com, MarketWatch, and GuruFocus 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, Regulatory Filings Monitoring, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, and Screeners, so you can port most DeepVest (formerly Benjamin AI) workflows without much friction.
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!
OR
Starred 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.