DeepVest (formerly Benjamin AI) adds Financials, Screeners, News, Regulatory Filings Monitoring, Quant, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, and Correlation coverage that ETF Research Center skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Tuesday, October 28, 2025
Tool Comparison
DeepVest (formerly Benjamin AI) vs ETF Research Center comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
ETF Research Center includes ETF Screeners, ETF Comparison, ETF Overview, ETF Performance, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Holdings, ETF Overlap, Which ETF includes this Stock?, Money Flow, and Watchlist categories that DeepVest (formerly Benjamin AI) omits.
ETF Research Center 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).
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
ETF Research Center
etfrc.com
Hands-on review
ETF Research Center, powered by AltaVista Research, offers deep ETF analytics. The free plan provides access to basic screeners and watchlists, while paid tiers unlock fundamentals and valuations, complete exportable holdings for many issuers, PDF tear sheets, portfolio builder features (2 portfolios on Individual vs. 40 on Professional), and customizable PDF portfolio reports. Paid plans start with a one-month free trial.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
- Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
- Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
- Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.
- Total Cost of Ownership comparison that factors in expense ratios, spreads, and commissions, adjustable for user-defined holding period and assumptions.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Where they differ
DeepVest (formerly Benjamin AI)
Distinct strengths include:
FinancialsScreenersNewsRegulatory Filings MonitoringQuantRisk Metrics (VaR/ES/Drawdown)Scenario & Stress TestsCorrelation
- 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 Research Center
Distinct strengths include:
ETF ScreenersETF ComparisonETF OverviewETF PerformanceETF FundamentalsETF ValuationETF FactorsETF Holdings
- Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
- Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
- Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
- Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.
Feature-by-feature breakdown
| Attribute | DeepVest (formerly Benjamin AI) | ETF Research Center |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Backtesting, Portfolio Unique: Financials, Screeners, News, Regulatory Filings Monitoring, Quant, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Correlation | Shared: Data Visualizations, Backtesting, Portfolio Unique: ETF Screeners, ETF Comparison, ETF Overview, ETF Performance, ETF Fundamentals, ETF Valuation, ETF Factors, ETF Holdings, ETF Overlap, Which ETF includes this Stock?, Money Flow, Watchlist |
Asset types Supported asset classes and universes | Stocks, ETFs, Commodities, Currencies, Cryptos | ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web |
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 | Standard listing |
Frequently Asked Questions
Which workflows do DeepVest (formerly Benjamin AI) and ETF Research Center both support?
Both platforms cover Data Visualizations, Backtesting, and Portfolio 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 Research Center 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 Research Center?
Both DeepVest (formerly Benjamin AI) and ETF Research Center 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 Research Center stands out for Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans)., Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers., and Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks..
Keep exploring
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- YChartsHands-on review
Overlap: Screeners, ETF Comparison, and Data Visualizations.
ScreenersETF ComparisonData Visualizations - KoyfinEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Data Visualizations.
ScreenersETF ScreenersData Visualizations - Seeking AlphaEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Data Visualizations.
ScreenersETF ScreenersData Visualizations - Stock AnalysisEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and ETF Comparison.
ScreenersETF ScreenersETF Comparison - ETF Action
Overlap: ETF Overview, ETF Performance, and ETF Holdings.
ETF OverviewETF PerformanceETF Holdings - Stock RoverEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and ETF Comparison.
ScreenersETF ScreenersETF Comparison
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.