VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Friday, October 17, 2025

Matchup hub

Compare Invesst

Every head-to-head showdown featuring Invesst. Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

Stock Unlock overlaps on Screeners, Valuation Models, and Portfolio and pushes into Data Visualizations and Stock Comparison with Invesst and is the quickest matchup to review first.

Stock Unlock, Tweenvest, and Fiscal.ai keep freemium tiers so you can benchmark Invesst without committing budget.

Invesst rivals most often add coverage in Watchlist, Financials, and Alerts, so focus there when evaluating upgrades.

24

Matchups catalogued

19

Include free tiers

8

Offer mobile access

54%

Avg category overlap

Category heatmap

How Invesst stacks up

Spot the coverage themes most often compared against this tool and where rivals extend or lag.

Shared battlegrounds

Categories that appear in the majority of head-to-head matchups.

  • Screeners
    23
  • Portfolio
    20
  • Valuation Models
    12
  • AI
    6
  • AI Chat
    4

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Invesst.

  • Watchlist
    21
  • Financials
    17
  • Alerts
    14
  • Data Visualizations
    11
  • News
    11
  • Calendar
    10

Where Invesst stands alone

Categories that remain exclusive to Invesst across these matchups.

  • AI Chat
    20
  • AI
    18
  • Valuation Models
    12
  • Portfolio
    4
  • Screeners
    1

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push Invesst into new workflows.

Stock Unlock logo

Stock Unlock

80% overlap

Hands-on review

Stock Unlock overlaps on Screeners, Valuation Models, and Portfolio, adds Data Visualizations, Stock Comparison, and ETF Overview coverage while matching Invesst.

Stock Unlock adds

  • Data Visualizations
  • Stock Comparison
  • ETF Overview
  • ETF Holdings

Invesst keeps to itself

  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Tweenvest logo

Tweenvest

80% overlap

Hands-on review

Tweenvest overlaps on Screeners, Valuation Models, and Portfolio, adds Financials, Scores, and Transcripts coverage while matching Invesst.

Tweenvest adds

  • Financials
  • Scores
  • Transcripts
  • Watchlist

Invesst keeps to itself

  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Reflexivity logo

Reflexivity

80% overlap

Reflexivity overlaps on Screeners, Portfolio, and AI, adds Quant, Performance Attribution, and Scenario & Stress Tests coverage while matching Invesst.

Reflexivity adds

  • Quant
  • Performance Attribution
  • Scenario & Stress Tests
  • Backtesting

Invesst keeps to itself

  • Valuation Models

Shared platforms

Web

Shared pricing

Subscription
Fiscal.ai logo

Fiscal.ai

60% overlap

Editor’s pick

Hands-on review

Fiscal.ai overlaps on Screeners, Valuation Models, and Portfolio, adds Data Visualizations, Stock Comparison, and Watchlist coverage while matching Invesst.

Fiscal.ai adds

  • Data Visualizations
  • Stock Comparison
  • Watchlist
  • Alerts

Invesst keeps to itself

  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
GuruFocus logo

GuruFocus

60% overlap

Editor’s pick

Hands-on review

GuruFocus overlaps on Screeners, Valuation Models, and Portfolio, adds Stock Ideas, Stock Comparison, and Backtesting coverage while matching Invesst.

GuruFocus adds

  • Stock Ideas
  • Stock Comparison
  • Backtesting
  • Investor Holdings

Invesst keeps to itself

  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Screener.in logo

Screener.in

60% overlap

Hands-on review

Screener.in overlaps on Screeners, AI, and AI Chat, adds Watchlist, Alerts, and Data Visualizations coverage while matching Invesst.

Shared categories

Screener.in adds

  • Watchlist
  • Alerts
  • Data Visualizations
  • Financials

Invesst keeps to itself

  • Valuation Models
  • Portfolio

Shared platforms

Web

Shared pricing

Subscription
Simply Wall St logo

Simply Wall St

60% overlap

Editor’s pick

Hands-on review

Simply Wall St overlaps on Screeners, Valuation Models, and Portfolio, adds Stock Ideas, Watchlist, and Financials coverage while matching Invesst.

Simply Wall St adds

  • Stock Ideas
  • Watchlist
  • Financials
  • Scores

Invesst keeps to itself

  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Stock Rover logo

Stock Rover

60% overlap

Editor’s pick

Hands-on review

Stock Rover overlaps on Screeners, Valuation Models, and Portfolio, adds ETF Screeners, Stock Comparison, and ETF Comparison coverage while matching Invesst.

Stock Rover adds

  • ETF Screeners
  • Stock Comparison
  • ETF Comparison
  • Data Visualizations

Invesst keeps to itself

  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
FAST Graphs logo

FAST Graphs

60% overlap

FAST Graphs overlaps on Screeners, Valuation Models, and Portfolio, adds Watchlist, Data Visualizations, and Financials coverage while matching Invesst.

FAST Graphs adds

  • Watchlist
  • Data Visualizations
  • Financials
  • Analyst Forecasts

Invesst keeps to itself

  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Fey logo

Fey

60% overlap

Fey overlaps on Screeners, Portfolio, and AI, adds Watchlist, News, and Alerts coverage while matching Invesst.

Shared categories

Fey adds

  • Watchlist
  • News
  • Alerts
  • Calendar

Invesst keeps to itself

  • Valuation Models
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
HedgeFollow logo

HedgeFollow

60% overlap

HedgeFollow overlaps on Screeners, Valuation Models, and Portfolio, adds 13F, 13D/13G, and Insider Data coverage while matching Invesst.

HedgeFollow adds

  • 13F
  • 13D/13G
  • Insider Data
  • Institutional Data

Invesst keeps to itself

  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Stocknear logo

Stocknear

60% overlap

Stocknear overlaps on Screeners, AI, and AI Chat, adds Options & Derivatives, Data Visualizations, and Watchlist coverage while matching Invesst.

Shared categories

Stocknear adds

  • Options & Derivatives
  • Data Visualizations
  • Watchlist
  • News

Invesst keeps to itself

  • Valuation Models
  • Portfolio

Shared platforms

Web

Shared pricing

Subscription
Track Your Dividends (TYD) logo

Track Your Dividends (TYD)

60% overlap

Track Your Dividends (TYD) overlaps on Screeners, Valuation Models, and Portfolio, adds Watchlist, Dividends, and Alerts coverage while matching Invesst.

Track Your Dividends (TYD) adds

  • Watchlist
  • Dividends
  • Alerts
  • Financials

Invesst keeps to itself

  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Uncle Stock logo

Uncle Stock

60% overlap

Uncle Stock overlaps on Screeners, Valuation Models, and Portfolio, adds Backtesting, Watchlist, and Data APIs coverage while matching Invesst.

Uncle Stock adds

  • Backtesting
  • Watchlist
  • Data APIs
  • Financials

Invesst keeps to itself

  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Beanvest logo

Beanvest

40% overlap

Hands-on review

Beanvest overlaps on Valuation Models and Portfolio, adds Financials, Insider Data, and Broker Connectors coverage while matching Invesst.

Shared categories

Beanvest adds

  • Financials
  • Insider Data
  • Broker Connectors

Invesst keeps to itself

  • Screeners
  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Danelfin logo

Danelfin

40% overlap

Hands-on review

Danelfin overlaps on Screeners and Portfolio, adds Stock Ideas, Watchlist, and Alerts coverage while matching Invesst.

Shared categories

Danelfin adds

  • Stock Ideas
  • Watchlist
  • Alerts
  • Scores

Invesst keeps to itself

  • Valuation Models
  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Digrin logo

Digrin

40% overlap

Editor’s pick

Hands-on review

Digrin overlaps on Screeners and Portfolio, adds Watchlist, Dividends, and Splits coverage while matching Invesst.

Shared categories

Digrin adds

  • Watchlist
  • Dividends
  • Splits
  • Calendar

Invesst keeps to itself

  • Valuation Models
  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Dividend.com logo

Dividend.com

40% overlap

Hands-on review

Dividend.com overlaps on Screeners and Portfolio, adds Calendar, Dividends, and News coverage while matching Invesst.

Shared categories

Dividend.com adds

  • Calendar
  • Dividends
  • News
  • Watchlist

Invesst keeps to itself

  • Valuation Models
  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Dividend.watch logo

Dividend.watch

40% overlap

Editor’s pick

Hands-on review

Dividend.watch overlaps on Screeners and Portfolio, adds Watchlist, Dividends, and Calendar coverage while matching Invesst.

Shared categories

Dividend.watch adds

  • Watchlist
  • Dividends
  • Calendar
  • Dividend

Invesst keeps to itself

  • Valuation Models
  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Finbox logo

Finbox

40% overlap

Hands-on review

Finbox overlaps on Screeners and Valuation Models, adds Stock Ideas, Data Visualizations, and Stock Comparison coverage while matching Invesst.

Shared categories

Finbox adds

  • Stock Ideas
  • Data Visualizations
  • Stock Comparison
  • Watchlist

Invesst keeps to itself

  • Portfolio
  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Fintool logo

Fintool

40% overlap

Hands-on review

Fintool overlaps on Screeners and AI Chat, adds Transcripts, Financials, and Watchlist coverage while matching Invesst.

Shared categories

Fintool adds

  • Transcripts
  • Financials
  • Watchlist
  • AI Report

Invesst keeps to itself

  • Valuation Models
  • Portfolio
  • AI

Shared platforms

Web

Shared pricing

Subscription
FINVIZ logo

FINVIZ

40% overlap

Editor’s pick

Hands-on review

FINVIZ overlaps on Screeners and Portfolio, adds Data Visualizations, Watchlist, and Backtesting coverage while matching Invesst.

Shared categories

FINVIZ adds

  • Data Visualizations
  • Watchlist
  • Backtesting
  • News

Invesst keeps to itself

  • Valuation Models
  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
FT Markets (Markets data — Financial Times) logo

FT Markets (Markets data — Financial Times)

40% overlap

Hands-on review

FT Markets (Markets data — Financial Times) overlaps on Screeners and Portfolio, adds Watchlist, Alerts, and Compounding Calculator coverage while matching Invesst.

Shared categories

FT Markets (Markets data — Financial Times) adds

  • Watchlist
  • Alerts
  • Compounding Calculator
  • ETF Screeners

Invesst keeps to itself

  • Valuation Models
  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription
Investing.com logo

Investing.com

40% overlap

Hands-on review

Investing.com overlaps on Screeners and Portfolio, adds ETF Screeners, Watchlist, and News coverage while matching Invesst.

Shared categories

Investing.com adds

  • ETF Screeners
  • Watchlist
  • News
  • Alerts

Invesst keeps to itself

  • Valuation Models
  • AI
  • AI Chat

Shared platforms

Web

Shared pricing

Subscription

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.