VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Saturday, January 17, 2026
DeepVest Review, Pricing, and Features
AI-powered investment research + portfolio strategy platform centered on natural-language conversation for advisors and institutional teams. Product is marketed as explainable/audit-ready and “SOC 2 compliant / Type II aligned” (no public report details). Plan gating: Free limits brokerages/positions (1/5) and chat usage (50-question trial; 3 questions per chat); Self Directed Pro is $50/mo (non-commercial) with higher limits; Advisor Premium (RIAs/commercial) and Enterprise are contact-sales tiers (Enterprise adds custom data sources/integrations and “custom function tool calling”).
Community votes (overall)
Key features
- Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis).
- Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting).
- Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”).
- Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
- “AI-native data terminal” positioned as cross-asset with calendars, options data, earnings transcripts, fundamentals, and real-time market data.
- AdvisorLab workflow: upload prospect statements, get AI analysis, and generate proposal-ready outputs/talking points.
- Compliance/transparency claims: “every conversation, analysis, and output is logged” (audit trails) and “no customer data used for model training” (Advisor Premium+).
- Integration/login option: sign-up page offers “Continue with Wealthbox” (in addition to Google/email).
FAQ
Is DeepVest free?
Not entirely. DeepVest includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. Enterprise quotes are handled directly with the vendor.
Who is DeepVest best for?
DeepVest is built for Retail Traders, Pro Retail, Institutional Investors, Financial Advisors, RIAs / Wealth Firms, Asset Managers + 3 more. It suits intermediate and advanced users.
What platforms and connections does DeepVest support?
You can use DeepVest on Web. Integrations include Wealthbox.
Which markets does DeepVest cover?
DeepVest covers North America, Europe, and APAC. It tracks Stocks, ETFs, Mutual Funds, Bonds, Options, Currencies + 1 more. Identifiers include Ticker.
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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!
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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.