VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 13, 2025

View DeepVest (formerly Benjamin AI)View okama Back to Home

Head-to-head

DeepVest (formerly Benjamin AI) vs okama comparison

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

Quick takeaways

DeepVest (formerly Benjamin AI) adds Financials, Screeners, News, Regulatory Filings Monitoring, and Scenario & Stress Tests coverage that okama skips.

okama includes Monte Carlo, Data APIs, ETF Performance, Inflation Rates, and Interest Rates categories that DeepVest (formerly Benjamin AI) omits.

DeepVest (formerly Benjamin AI) highlights: 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)..

okama is known for: Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..

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

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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okama

okama.io

Hands-on review

Free open-source toolkit for portfolio analysis and market data. Okama offers web widgets, an API, and a Python library with efficient frontiers, risk metrics, and Monte Carlo simulations. Market and macro data is available end-of-day, with live prices delayed by ~15–20 minutes.

Platforms

Web

API

Pricing

Free

Quick highlights

Interactive Efficient Frontier (mean–variance) widget for quick visualization.
Compare-assets widget covering returns, drawdowns, CVaR, and correlations.
Portfolio widget built on adjusted monthly data for risk/return analysis.
Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
Monte Carlo simulations and wealth-index forecasts with percentile bands.

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Overlap

Shared focus areas

6 overlaps

Mutual strengths include Quant, Data Visualizations, and Risk Metrics (VaR/ES/Drawdown) plus 3 more areas.

Where they differ

DeepVest (formerly Benjamin AI)

Distinct strengths include:

Financials

Screeners

News

Regulatory Filings Monitoring

Scenario & Stress Tests

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.

okama

Distinct strengths include:

Interactive Efficient Frontier (mean–variance) widget for quick visualization.
Compare-assets widget covering returns, drawdowns, CVaR, and correlations.
Portfolio widget built on adjusted monthly data for risk/return analysis.
Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.

Feature-by-feature breakdown

Attribute	DeepVest (formerly Benjamin AI)	okama
Categories Which research workflows each platform targets	Shared: Quant, Data Visualizations, Risk Metrics (VaR/ES/Drawdown), Backtesting, Portfolio, Correlation Unique: Financials, Screeners, News, Regulatory Filings Monitoring, Scenario & Stress Tests	Shared: Quant, Data Visualizations, Risk Metrics (VaR/ES/Drawdown), Backtesting, Portfolio, Correlation Unique: Monte Carlo, Data APIs, ETF Performance, Inflation Rates, Interest Rates
Asset types Supported asset classes and universes	Stocks, ETFs, Commodities, Currencies, Cryptos	Stocks, ETFs, Commodities, Currencies, Mutual 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
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 Efficient Frontier (mean–variance) widget for quick visualization. Compare-assets widget covering returns, drawdowns, CVaR, and correlations. Portfolio widget built on adjusted monthly data for risk/return analysis. Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns. Monte Carlo simulations and wealth-index forecasts with percentile bands. Free end-of-day market and macroeconomic data via API, including equities, ETFs, mutual funds, commodities, currencies, indexes, inflation, policy rates, and CAPE10 ratios.
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 okama both support?

Both platforms cover Quant, Data Visualizations, Risk Metrics (VaR/ES/Drawdown), Backtesting, 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?

okama 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 okama?

Both DeepVest (formerly Benjamin AI) and okama 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 okama stands out for Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..

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