DeepVest (formerly Benjamin AI) adds Financials, Quant, Data Visualizations, Risk Metrics, Scenario & Stress Tests, Backtesting, Portfolio, and Correlation coverage that OTC Markets skips.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Sunday, December 14, 2025
Tool Comparison
DeepVest (formerly Benjamin AI) vs OTC Markets comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
OTC Markets includes Data APIs, Order Book / Level II, Ticker Changes, Splits, Dividends, and APIs & SDKs categories that DeepVest (formerly Benjamin AI) omits.
OTC Markets 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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OTC Markets
otcmarkets.com
Primary operator and market data source for U.S. OTC equities via OTC Link ATS/ECN/NQB (SEC‑regulated ATSs). Commercial data products include Real‑Time Level 1+ (inside quote & trades), Level 2+ (full quote book with MPIDs), 15‑minute delayed Level 1+, End‑of‑Day, reference/security master, and compliance datasets (Blue Sky, Promotion/CE, Compliance Analytics). Delivery options include real‑time multicast feeds, SFTP/FTP files, and a REST Disclosure API. Website provides delayed quotes, corporate actions, screeners and issuer news (DNS).
Categories
Platforms
WebAPI
Pricing
FreeSubscription
Quick highlights
- Real‑Time Level 1+ (inside bid/offer + trades) and Level 2+ (full quote book with market participant IDs) data products; Delayed Level 1+ on a 15‑minute basis; End‑of‑Day snapshots.
- Level 2 quote montage specification (fields: MPID, price, QAP, size, time‑of‑update) and display requirements.
- Reference & pricing files (security master with optional CUSIP), plus End‑of‑Day pricing files; secure SFTP delivery supported.
- Disclosure API (REST, JSON/CSV/XML) with app‑key auth; filter by symbol/CUSIP/company; document retrieval; plan‑level rate‑limit guidance.
- Compliance & regulatory data: Blue Sky Data (state eligibility monitoring), Promotion Data file (Caveat Emptor/tier/share data), and Compliance Analytics (multi‑factor risk scoring).
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Where they differ
DeepVest (formerly Benjamin AI)
Distinct strengths include:
FinancialsQuantData VisualizationsRisk MetricsScenario & Stress TestsBacktestingPortfolioCorrelation
- 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.
OTC Markets
Distinct strengths include:
- Real‑Time Level 1+ (inside bid/offer + trades) and Level 2+ (full quote book with market participant IDs) data products; Delayed Level 1+ on a 15‑minute basis; End‑of‑Day snapshots.
- Level 2 quote montage specification (fields: MPID, price, QAP, size, time‑of‑update) and display requirements.
- Reference & pricing files (security master with optional CUSIP), plus End‑of‑Day pricing files; secure SFTP delivery supported.
- Disclosure API (REST, JSON/CSV/XML) with app‑key auth; filter by symbol/CUSIP/company; document retrieval; plan‑level rate‑limit guidance.
Feature-by-feature breakdown
| Attribute | DeepVest (formerly Benjamin AI) | OTC Markets |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, News, Regulatory Filings Monitoring Unique: Financials, Quant, Data Visualizations, Risk Metrics, Scenario & Stress Tests, Backtesting, Portfolio, Correlation | Shared: Screeners, News, Regulatory Filings Monitoring Unique: Data APIs, Order Book / Level II, Ticker Changes, Splits, Dividends, APIs & SDKs |
Asset types Supported asset classes and universes | Stocks, ETFs, Commodities, Currencies, Cryptos | Stocks, Bonds |
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 | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do DeepVest (formerly Benjamin AI) and OTC Markets both support?
Both platforms cover Screeners, News, and Regulatory Filings Monitoring workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
OTC Markets 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 OTC Markets?
Both DeepVest (formerly Benjamin AI) and OTC Markets 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 OTC Markets stands out for Real‑Time Level 1+ (inside bid/offer + trades) and Level 2+ (full quote book with market participant IDs) data products; Delayed Level 1+ on a 15‑minute basis; End‑of‑Day snapshots., Level 2 quote montage specification (fields: MPID, price, QAP, size, time‑of‑update) and display requirements., and Reference & pricing files (security master with optional CUSIP), plus End‑of‑Day pricing files; secure SFTP delivery supported..
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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.