TradingView is the closest drop-in replacement with overlapping coverage in Financials, Screeners, and News while adding Stock Ideas and ETF Screeners coverage, Advanced multi-asset charting (“Supercharts”) with second-based intervals, custom timeframes, multiple layouts (up to 16 charts per tab on top tiers), and 100+ built-in indicators plus 100k+ community scripts. and Pine Script® language for creating custom indicators, strategies, screeners, and alerts, backed by an integrated strategy tester for historical performance and walk-forward style analysis. features, and a free tier (category overlap ~64%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, November 29, 2025
Free programmatic picks
Free Alternatives to DeepVest (formerly Benjamin AI)
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test DeepVest (formerly Benjamin AI) before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with TradingView, PortfoliosLab, and FINVIZ to road-test DeepVest (formerly Benjamin AI) workflows without paying up front.
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 Ideas, ETF Screeners, Options & Derivatives, and Money Flow.
DeepVest (formerly Benjamin AI) still leads on Scenario & Stress Tests, so keep it handy for those workflows.
Similarity score 1571Category overlap: 64%
Shared coverage
FinancialsScreenersNewsQuantData VisualizationsBacktesting
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 Stock Ideas, ETF Screeners, and Options & Derivatives coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Advanced multi-asset charting (“Supercharts”) with second-based intervals, custom timeframes, multiple layouts (up to 16 charts per tab on top tiers), and 100+ built-in indicators plus 100k+ community scripts., Pine Script® language for creating custom indicators, strategies, screeners, and alerts, backed by an integrated strategy tester for historical performance and walk-forward style analysis., and Cross-asset screeners for stocks, ETFs, bonds, and crypto (including CEX/DEX pairs) with 400+ technical and fundamental filters, presets, multi-timeframe conditions, and Pine-powered custom columns..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Risk Metrics (VaR/ES/Drawdown), and Scenario & Stress Tests.
Adds coverage: Stock Ideas, ETF Screeners, Options & Derivatives, and Money Flow
Standout features: Advanced multi-asset charting (“Supercharts”) with second-based intervals, custom timeframes, multiple layouts (up to 16 charts per tab on top tiers), and 100+ built-in indicators plus 100k+ community scripts., Pine Script® language for creating custom indicators, strategies, screeners, and alerts, backed by an integrated strategy tester for historical performance and walk-forward style analysis., Cross-asset screeners for stocks, ETFs, bonds, and crypto (including CEX/DEX pairs) with 400+ technical and fundamental filters, presets, multi-timeframe conditions, and Pine-powered custom columns., and Rich fundamentals: full financial statements (income, balance sheet, cash flow), ratios (P/E, debt-to-equity, etc.), fundamental graphs, ETF screeners, and ETF pages with AUM, flows, NAV returns, and risk stats.
Similarity score 1417Category overlap: 64%
Shared coverage
FinancialsScreenersQuantRisk Metrics (VaR/ES/Drawdown)BacktestingPortfolio
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 1356Category overlap: 55%
Shared coverage
FinancialsScreenersNewsData VisualizationsBacktestingPortfolio
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 1324Category overlap: 55%
Shared coverage
QuantData VisualizationsRisk Metrics (VaR/ES/Drawdown)BacktestingPortfolioCorrelation
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 1284Category overlap: 45%
Shared coverage
FinancialsScreenersNewsData VisualizationsPortfolio
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 Watchlist, ETF Screeners, and Dividends coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal., Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts., and Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R²..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Watchlist, ETF Screeners, Dividends, and Analyst Forecasts
Standout features: Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal., Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts., Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R²., and Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.
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 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.
Similarity score 1250Category overlap: 45%
Shared coverage
FinancialsNewsRegulatory Filings MonitoringQuantData 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 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 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 1238Category overlap: 60%
Shared coverage
ScreenersQuantData VisualizationsBacktestingPortfolioCorrelation
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 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 (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.
Similarity score 1142Category overlap: 45%
Shared coverage
FinancialsScreenersNewsBacktestingPortfolio
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 1137Category overlap: 71%
Shared coverage
QuantData VisualizationsRisk Metrics (VaR/ES/Drawdown)BacktestingCorrelation
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 1127Category overlap: 36%
Shared coverage
FinancialsScreenersNewsPortfolio
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 with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges., Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters., and Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps..
- 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 with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges., Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters., Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps., and Free stock screener plus InvestingPro+ ‘professional’ screener with 1,200+ metrics, AI‑powered filters, saved screens and data export.
Similarity score 1127Category overlap: 36%
Shared coverage
FinancialsScreenersNewsData 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.
Similarity score 1104Category overlap: 45%
Shared coverage
FinancialsScreenersNewsBacktestingPortfolio
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 fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields., Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades., and Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals..
- 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 fundamental, ownership, and macro filters, plus historical screening and user‑defined custom fields., Model portfolios and guru tools: 13F and mutual fund portfolios, aggregated holdings, consensus picks, guru/hedge fund trend dashboards, and real‑time guru trades., Insider Trading Tracker and Politician Trading Tracker with real‑time insider and U.S. government trading activity, clustering tools, and double‑/triple‑buy signals., and Up to ~30 years of global financial statements, ratios, and per‑share series for 90k+ stocks, plus 8k+ institutional investors and 4,600+ economic indicators.
Similarity score 1104Category overlap: 45%
Shared coverage
FinancialsScreenersNewsData VisualizationsPortfolio
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Seeking Alpha keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into ETF Screeners, Stock Comparison, and Watchlist coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- 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, Watchlist, and Alerts
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 1104Category overlap: 45%
Shared coverage
FinancialsScreenersNewsData VisualizationsPortfolio
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Analysis keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Stock Analysis adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, ETF Screeners, and Top Analysts coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans., ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis., and IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Stock Ideas, ETF Screeners, Top Analysts, and IPO
Standout features: Stock screener with 272+ filters across general, performance, analyst, dividend, financial and valuation categories; results can be downloaded or opened in the screener and saved on Pro/Unlimited plans., ETF screener with 98 filters (asset class, dividends, performance, sector, etc.) plus ETF comparison tool for side‑by‑side analysis., IPO suite: recent IPO list, upcoming IPO calendar (shows price range, shares offered, deal size, market cap & revenue), IPO statistics charting the number of IPOs by year, IPO news feed, and an IPO screener with 40+ filters., and Top Analysts ranking page with success rates, average returns, number of ratings and last rating date, plus Top 50 Strong‑Buy Stocks list showing upside potential.
Similarity score 1092Category overlap: 45%
Shared coverage
FinancialsScreenersNewsData VisualizationsPortfolio
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Expands into Stock Comparison, Watchlist, and Investor Holdings coverage beyond what DeepVest (formerly Benjamin AI) 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 (formerly Benjamin AI) if you still need Regulatory Filings Monitoring, Quant, and Risk Metrics (VaR/ES/Drawdown).
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 1070Category overlap: 45%
Shared coverage
ScreenersNewsRegulatory Filings MonitoringData VisualizationsPortfolio
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- InsideArbitrage keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Expands into Alerts, Calendar, and Acquisitions coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., and Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Financials, Quant, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Alerts, Calendar, Acquisitions, and Spin-offs
Standout features: Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)., and Spinoff suite: upcoming/completed spinoffs and ‘Spinsider’ screen; CVR deals database with outcomes.
Similarity score 1070Category overlap: 45%
Shared coverage
ScreenersNewsQuantData VisualizationsBacktesting
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- ValueSense keeps a free tier, so you can replicate DeepVest (formerly Benjamin AI) workflows without upgrading.
- Expands into Stock Ideas, Money Flow, and Watchlist coverage beyond what DeepVest (formerly Benjamin AI) offers.
- Standout features include Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..
- Pair it with DeepVest (formerly Benjamin AI) if you still need Financials, Regulatory Filings Monitoring, and Risk Metrics (VaR/ES/Drawdown).
Adds coverage: Stock Ideas, Money Flow, Watchlist, and Calendar
Standout features: Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500., and Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×17Data Visualizations×16News×16Portfolio×16Financials×15Backtesting×10Quant×7Correlation×5
New angles introduced
Categories the alternatives add beyond DeepVest (formerly Benjamin AI).
Calendar+15Watchlist+15Alerts+12Dividends+12ETF Holdings+12ETF Overview+12Analyst Price Targets+10ETF Performance+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
11/20
11 alternatives bring native mobile access.
API availability
6/20
6 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 15 tested
9 tools are flagged as analyst picks; 15 have been hands-on tested.
Avg. coverage overlap
50%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to DeepVest (formerly Benjamin AI)?
Start with TradingView, PortfoliosLab, and FINVIZ to replicate DeepVest (formerly Benjamin AI) workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which DeepVest (formerly Benjamin AI) workflows stay covered on the free plan?
Expect solid overlap across Financials, Screeners, News, Quant, Data Visualizations, Backtesting, Portfolio, Risk Metrics (VaR/ES/Drawdown), Correlation, and Regulatory Filings Monitoring, so core DeepVest (formerly Benjamin AI) workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Stock Ideas, ETF Screeners, Options & Derivatives, Money Flow, Watchlist, Paper Trading, Advanced Order Types, Copy/Social Trading, Alerts, Calendar, Market Sentiment, Dividends, Splits, Yield Curves, Order Book / Level II, Valuation Models, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, APIs & SDKs, Webhooks, Broker Connectors, Education, Videos, Blogs, Forums, Stock Comparison, ETF Comparison, Factor Exposure, Data APIs, Insider Data, 13F, Short Interest, Options, Monte Carlo, Inflation Rates, Interest Rates, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts, ETF Overlap, GDP, Unemployment Rates, Sheets / Excel Add-ins, Custom Dashboards, IPO, Commitment of Traders (COT), Dark Pool & Off-Exchange, AI, AI Chat, Scores, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Investor Holdings, Acquisitions, Institutional Data, Dividend, Newsletters, US Government Trades, 13D/13G, Bulls Say Bear Say, ETF Factors, Which ETF includes this Stock?, AI Report, AI Earnings Summary, Top Analysts, Delisted, Spin-offs, Ticker Changes, Bankruptcy, Improved Filings, AI Business Summary, AI Filings Summary, Buybacks & Authorizations, Playbooks & Case Studies, PDF Annotation, Research Templates, and Shared Workspaces show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on DeepVest (formerly Benjamin AI)?
Regulatory Filings Monitoring, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Correlation, News, Data Visualizations, Quant, Financials, Screeners, Backtesting, and Portfolio remain strengths for DeepVest (formerly Benjamin AI). Keep it handy for those tasks or plan for a paid upgrade if they matter.
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.