★ ARCHIVED INVESTING TOOL RECORD ★
VOL. XCIV, NO. 247
DeepVest is no longer actively listed
DeepVest has been moved to the old tools archive, so Find My Moat no longer lists it in active tool discovery.
Editor's note
DeepVest (deepvest.ai) no longer appears in active tool lists, search, category pages, or the XML sitemap. We keep this old record for context and point readers toward actively maintained alternatives.
Recommended alternatives
Replacements that cover the same workflows in Wealth Management, AI Research, AI Chat.
Web-based public-company research terminal plus REST APIs. Includes global fundamentals and segments/KPIs, AI Copilot + AI summaries, dashboards, screening/valuation tools, and APIs for financials/ratios, segments/KPIs, stock prices (EOD & 15‑min delayed), filings/source-to-filing, logos, company news, webhooks and MCP endpoints. Vendor claims 100,000+ global stocks/ETFs/funds, 350,000+ investors, 70+ API customers and SOC 2 Type II. Newsletter: https://newsletter.fiscal.ai.
Web-based stock, ETF, fund, and portfolio research platform for individual investors and financial professionals. Stock Rover V12 adds a redesigned dashboard, automated intrinsic-value and Margin of Safety workflows, expanded analyst and insider research, deeper historical fundamentals, 14,000+ stock research reports, percentile screening, options-chain/option-metric support on higher tiers, and the new Ultimate and Ultimate Pro plans. Core strengths are fundamental screening, ETF screening, side-by-side comparison, research reports, valuation/fair-value tools, stock ratings/scores, charts, watchlists, broker-linked portfolios, risk analytics, Monte Carlo simulations, correlation, and rebalancing/trade-planning workflows. Coverage is North America-focused, with U.S. and Canadian exchange support plus OTC boards. Stock Rover is primarily a research and portfolio-management platform rather than a brokerage execution platform; V12 supports options research and portfolio option tracking on higher tiers, but trade execution is still not the core product. Full historical strategy backtesting is not a formal product feature; Premium Plus, Ultimate, and Ultimate Pro users can build historical/equation screeners, but these are not the same as a survivorship-bias-free backtesting engine.
Web + mobile financial data/analytics “terminal” centered on customizable dashboards, charting, screeners, watchlists, portfolios, news and alerts. Advisor tiers add Client Portfolios, integrations and client reporting with plan-based report limits (10/month on Advisor Core, 200/month on Advisor Pro). No public API. Downloads are supported for many datasets, but global equity financials/estimates/valuation are restricted from download by the data vendor. Equity/ETF prices are a mix of live, delayed and end-of-day feeds depending on market.
Value-investing research platform for equities with intrinsic value estimates, screeners, watchlists/alerts, and an AI assistant. Plan gating: Free is limited to 3 stock reports/week, 3 AI Assistant prompts/week, 1 watchlist (30 stocks); Premium raises limits (15 reports/week, 20 prompts/week, 5 watchlists, 50 stocks/watchlist) and is $12/mo billed annually; Unlimited removes stock-report limits, raises AI prompts to 300/week, and is $20/mo billed annually (20 watchlists, 1000 stocks/watchlist). Stock Comparison (up to 5 stocks) is a paid-plan feature. Enterprise advertises API access (contact sales; “from $150/mo”), but the pricing page says available Enterprise spots are currently filled. Refunds: 14-day window; student/teacher discount advertised.
AI-powered research platform combining SEC filings, earnings transcripts, and financial data with natural-language querying. The public Fintool domain now redirects to an April 18, 2026 founder post announcing Microsoft acquired Fintool, so standalone self-serve pricing and signup should be treated as unavailable/legacy rather than current. In January 2026, Fintool described V5 as an agentic workflow that can build DCF models in Excel, earnings decks in PowerPoint, and research memos in Word.
Web-based portfolio analysis and reporting toolset covering backtesting, Monte Carlo simulation, tactical asset allocation, and optimization. The current homepage positions the product around portfolio analysis plus AI-explained insights, but core public tools remain backtesting, optimization, simulation, factor analysis, correlations, and fund analytics. Plan gating: Free tier is limited (e.g., portfolios up to 15 assets, limited history, and no current-year/YTD results). Basic and Pro are billed annually, support up to 150 assets with YTD results, and add save/import + export features; Pro is described for personal + commercial use. Current pricing remains $30/month Basic and $55/month Pro, billed annually.
Archive record
- Status
- Deprecated
- Archived
- May 27, 2026
- Original URL
- https://www.deepvest.ai/
DeepVest is no longer maintained as an active Find My Moat listing.
Date this tool was moved out of active listings.
Link disabled; shown for reference only.
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
- Website: Jera Value
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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.