VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Saturday, December 13, 2025

Tool Comparison

DeepVest (formerly Benjamin AI) vs ETF Insider comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

DeepVest (formerly Benjamin AI) adds Financials, News, Regulatory Filings Monitoring, Quant, Scenario & Stress Tests, and Backtesting coverage that ETF Insider skips.

ETF Insider includes ETF Screeners, Factor Exposure, ETF Overview, ETF Holdings, ETF Performance, ETF Overlap, Data APIs, APIs & SDKs, and Blogs categories that DeepVest (formerly Benjamin AI) omits.

ETF Insider keeps a free entry point that DeepVest (formerly Benjamin AI) lacks.

In depth comparison

DeepVest (formerly Benjamin AI)

deepvest.ai

AI‑powered investment assistant with agent orchestration. Pro focuses on multi‑asset research, strategy/event backtesting, portfolio optimization & risk analysis, factor/ETF studies, macro relationships, SEC filing analysis, and real‑time news/data search. Premium adds compliance traceability and large historical download quotas; Enterprise offers custom data sources, function tool‑calling, and integrations.

Platforms

Web

Pricing

Subscription

Quick highlights

Multi‑asset analysis across equities, ETFs, crypto, FX and commodities.
Strategy backtesting plus event backtesting around specific announcements.
Portfolio optimization (mean‑variance, risk parity, hierarchical) and risk metrics (drawdown, beta, correlation).
Advanced stock screening and financial statement breakdowns.
Macro analysis (cross‑asset/indicator relationships) and scenario analysis (e.g., rate shocks).

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ETF Insider

etfinsider.co

Editor’s pick Hands-on review

Web-based portfolio visualization and optimization tool that looks through ETFs, mutual funds and stocks to reveal overlap, correlations and concentration risk for US‑listed assets. Free tier offers interactive visualizations and up to 4 saved portfolios; Pro ($14/month) unlocks unlimited portfolios, full holdings depth and Excel export, while Enterprise adds a financial data API, custom visualizations and white‑label options for professional teams.

Platforms

WebAPI

Pricing

FreeSubscriptionOther

Quick highlights

Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs.
Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration.
Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks.
ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Portfolio performance panel with timeframes from 1D to MAX plus tabs for Information, Diversification, Performance, Fund Overlap, Asset Correlations, Beta and Holdings Breakdown.

Community votes (overall)

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Where they differ

DeepVest (formerly Benjamin AI)

Distinct strengths include:

Financials News Regulatory Filings Monitoring Quant Scenario & Stress Tests Backtesting

Multi‑asset analysis across equities, ETFs, crypto, FX and commodities.
Strategy backtesting plus event backtesting around specific announcements.
Portfolio optimization (mean‑variance, risk parity, hierarchical) and risk metrics (drawdown, beta, correlation).
Advanced stock screening and financial statement breakdowns.

ETF Insider

Distinct strengths include:

ETF Screeners Factor Exposure ETF Overview ETF Holdings ETF Performance ETF Overlap Data APIs APIs & SDKs

Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs.
Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration.
Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks.
ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.

Feature-by-feature breakdown

Attribute	DeepVest (formerly Benjamin AI)	ETF Insider
Categories Which research workflows each platform targets	Shared: Screeners, Data Visualizations, Risk Metrics, Portfolio, Correlation Unique: Financials, News, Regulatory Filings Monitoring, Quant, Scenario & Stress Tests, Backtesting	Shared: Screeners, Data Visualizations, Risk Metrics, Portfolio, Correlation Unique: ETF Screeners, Factor Exposure, ETF Overview, ETF Holdings, ETF Performance, ETF Overlap, Data APIs, APIs & SDKs, Blogs
Asset types Supported asset classes and universes	Stocks, ETFs, Commodities, Currencies, Cryptos	ETFs, Mutual Funds, Stocks
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, API
Pricing High-level pricing models	Subscription	Free, Subscription, Other
Key features Core capabilities called out by each vendor	Unique Multi‑asset analysis across equities, ETFs, crypto, FX and commodities. Strategy backtesting plus event backtesting around specific announcements. Portfolio optimization (mean‑variance, risk parity, hierarchical) and risk metrics (drawdown, beta, correlation). Advanced stock screening and financial statement breakdowns. Macro analysis (cross‑asset/indicator relationships) and scenario analysis (e.g., rate shocks). SEC filings intelligence (search & analysis) and real‑time market news aggregation.	Unique Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs. Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration. Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks. ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels. Portfolio performance panel with timeframes from 1D to MAX plus tabs for Information, Diversification, Performance, Fund Overlap, Asset Correlations, Beta and Holdings Breakdown. Multiple saved portfolios and featured sample portfolios, with manual ticker entry and CSV import (Symbol and Quantity columns); free accounts can store up to 4 portfolios while Pro unlocks unlimited saved portfolios.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Highlighted

Frequently Asked Questions

Which workflows do DeepVest (formerly Benjamin AI) and ETF Insider both support?

Both platforms cover Screeners, Data Visualizations, Risk Metrics, Portfolio, and Correlation workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

ETF Insider offers a free entry point, while DeepVest (formerly Benjamin AI) requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access DeepVest (formerly Benjamin AI) and ETF Insider?

Both DeepVest (formerly Benjamin AI) and ETF Insider prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

DeepVest (formerly Benjamin AI) differentiates itself with Multi‑asset analysis across equities, ETFs, crypto, FX and commodities., Strategy backtesting plus event backtesting around specific announcements., and Portfolio optimization (mean‑variance, risk parity, hierarchical) and risk metrics (drawdown, beta, correlation)., whereas ETF Insider stands out for Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..

Keep exploring

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