VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 13, 2025

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

Head-to-head

DeepVest (formerly Benjamin AI) vs OpenBB comparison

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

Quick takeaways

DeepVest (formerly Benjamin AI) adds Screeners, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Backtesting, Portfolio, and Correlation coverage that OpenBB skips.

OpenBB includes APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, Data APIs, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Options & Derivatives, Transcripts, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, AI, and AI Chat 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)..

OpenBB is known for: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..

OpenBB 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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OpenBB

openbb.co

Open-source data and analytics platform with a REST API, Python SDK, and an enterprise workspace for custom dashboards and apps. The free Community plan includes unlimited dashboards and 20 AI Copilot queries per day. Pro adds collaboration features, Excel integration, secure deployment (VPC/on-prem), and export options. Infrastructure is SOC 2 Type II certified, with SSO support and a public status page.

Platforms

Web

API

Pricing

Free

Subscription

Quick highlights

REST API and Python client with JSON-serializable endpoints; local API deployment supported.
Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings.
Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows.
Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
OpenBB Copilot AI chat that integrates dashboard widgets as context and supports attachments (PDF, CSV, XLSX).

Community votes (overall)

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Financials, News, and Regulatory Filings Monitoring plus 2 more areas.

Where they differ

DeepVest (formerly Benjamin AI)

Distinct strengths include:

Screeners

Risk Metrics (VaR/ES/Drawdown)

Scenario & Stress Tests

Backtesting

Portfolio

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.

OpenBB

Distinct strengths include:

APIs & SDKs

Sheets / Excel Add-ins

REST API and Python client with JSON-serializable endpoints; local API deployment supported.
Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings.
Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows.
Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.

Feature-by-feature breakdown

Attribute	DeepVest (formerly Benjamin AI)	OpenBB
Categories Which research workflows each platform targets	Shared: Financials, News, Regulatory Filings Monitoring, Quant, Data Visualizations Unique: Screeners, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Backtesting, Portfolio, Correlation	Shared: Financials, News, Regulatory Filings Monitoring, Quant, Data Visualizations Unique: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, Data APIs, IPO, Dividends, Splits, Interest Rates, GDP, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Dark Pool & Off-Exchange, Options & Derivatives, Transcripts, ETF Overview, ETF Performance, ETF Holdings, Analyst Forecasts, Analyst Price Targets, AI, AI Chat
Asset types Supported asset classes and universes	Stocks, ETFs, Commodities, Currencies, Cryptos	Stocks, ETFs, Options, Futures, Bonds, Commodities, Currencies, Cryptos
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 REST API and Python client with JSON-serializable endpoints; local API deployment supported. Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings. Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows. Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier. OpenBB Copilot AI chat that integrates dashboard widgets as context and supports attachments (PDF, CSV, XLSX). Community plan includes 20 Copilot queries/day; Pro adds Excel Add-in, data export, team roles and sharing, and SSO (Azure/Google).
Tested Verified by hands-on testing inside Find My Moat	Not yet	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

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

Both platforms cover Financials, News, Regulatory Filings Monitoring, Quant, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

OpenBB 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 OpenBB?

Both DeepVest (formerly Benjamin AI) and OpenBB 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 OpenBB stands out for REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..

Keep exploring

Stay on top of related tools

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