DeepVest (formerly Benjamin AI) adds Financials, Screeners, News, Regulatory Filings Monitoring, Quant, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, and Backtesting coverage that ETF Insider skips.
VOL. XCIV, NO. 247
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Tuesday, October 28, 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
ETF Insider includes ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, 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.
Categories
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
ETF & mutual fund overlap/correlation and portfolio visualization tool featuring Sankey look‑through, correlation matrices, and efficient‑frontier (Sharpe) views. Free tier allows up to 4 saved portfolios and limited full‑holdings visibility; Pro ($14/mo) unlocks unlimited portfolios, full holdings depth, and Excel export. Enterprise adds a financial data API, custom reports/visualizations, and white‑label options. Coverage explicitly includes **US‑listed ETFs & mutual funds**; equities coverage is described as **international** on pricing, but the FAQ states non‑US assets not listed in the US are not supported (current constraint). Holdings are sourced primarily from SEC EDGAR and refreshed on a quarterly cadence based on filings; data may be delayed per exchanges/providers.
Categories
Platforms
WebAPI
Pricing
FreeSubscription
Quick highlights
- Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication.
- Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context.
- Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations.
- ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.
- Portfolio tooling: save portfolios (4 on Free; unlimited on Pro), CSV upload (Symbol, Quantity).
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Where they differ
DeepVest (formerly Benjamin AI)
Distinct strengths include:
FinancialsScreenersNewsRegulatory Filings MonitoringQuantRisk Metrics (VaR/ES/Drawdown)Scenario & Stress TestsBacktesting
- 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:
- Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication.
- Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context.
- Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations.
- ETF screener (filters by asset class, geography, theme, provider, sector) and performance & info panels.
Feature-by-feature breakdown
| Attribute | DeepVest (formerly Benjamin AI) | ETF Insider |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Portfolio, Correlation Unique: Financials, Screeners, News, Regulatory Filings Monitoring, Quant, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Backtesting | Shared: Data Visualizations, Portfolio, Correlation Unique: ETF Overview, ETF Performance, ETF Holdings, ETF Factors, ETF Overlap, ETF Screeners, 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 |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Data Visualizations, 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 Holdings look‑through & overlap: visualize shared constituents across funds to surface concentration risk and duplication., Correlation matrix across portfolio assets; efficient‑frontier visualization with Sharpe‑ratio context., and Sankey diagrams, drill‑downs by asset class, sector, geography and exchange; customizable visualizations..
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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.