VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, December 8, 2025

Tool Comparison

DeepVest (formerly Benjamin AI) vs Fiscal.ai comparison

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

Quick takeaways

DeepVest (formerly Benjamin AI) adds Regulatory Filings Monitoring, Quant, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Backtesting, and Correlation coverage that Fiscal.ai skips.

Fiscal.ai includes Stock Comparison, Watchlist, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, Improved Filings, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Alerts, Calendar, Splits, Data APIs, APIs & SDKs, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters, and Education categories that DeepVest (formerly Benjamin AI) omits.

Fiscal.ai 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).

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Fiscal.ai

fiscal.ai

Editor’s pick Hands-on review

All‑in‑one AI‑powered fundamental research terminal and institutional‑grade data API for global equities, ETFs & funds. Combines deep financials, segments & KPIs, ownership/13F data, IR content, analyst estimates, screeners, dashboards and an AI Copilot into a single workflow. Enterprise and API tiers target professional investors and fintechs with long history, auditability back to filings, and SOC2 Type II security.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds.
Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics.
Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually.
AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Integrated analyst estimates, revisions, ratings, and price targets, linked to standardized and adjusted metrics for easier model building.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Where they differ

DeepVest (formerly Benjamin AI)

Distinct strengths include:

Regulatory Filings Monitoring Quant Risk Metrics (VaR/ES/Drawdown)Scenario & Stress Tests Backtesting Correlation

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.

Fiscal.ai

Distinct strengths include:

Stock Comparison Watchlist Investor Holdings ETF Overview ETF Performance ETF Holdings ETF Fundamentals ETF Valuation

Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds.
Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics.
Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually.
AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.

Feature-by-feature breakdown

Attribute	DeepVest (formerly Benjamin AI)	Fiscal.ai
Categories Which research workflows each platform targets	Shared: Financials, Screeners, News, Data Visualizations, Portfolio Unique: Regulatory Filings Monitoring, Quant, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Backtesting, Correlation	Shared: Financials, Screeners, News, Data Visualizations, Portfolio Unique: Stock Comparison, Watchlist, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, Improved Filings, Transcripts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Alerts, Calendar, Splits, Data APIs, APIs & SDKs, Webhooks, AI, AI Chat, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Blogs, Newsletters, Education
Asset types Supported asset classes and universes	Stocks, ETFs, Commodities, Currencies, Cryptos	Stocks, ETFs, Mutual Funds, Funds
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 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 Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds. Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics. Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually. AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources. Integrated analyst estimates, revisions, ratings, and price targets, linked to standardized and adjusted metrics for easier model building. Ownership & flow data, including insider transactions, institutional holders, 13F data and curated ‘Super Investors’ views and hedge fund letters.
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 Fiscal.ai both support?

Both platforms cover Financials, Screeners, News, Data Visualizations, 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?

Fiscal.ai 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 Fiscal.ai?

Both DeepVest (formerly Benjamin AI) and Fiscal.ai 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 Fiscal.ai stands out for Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.