VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 13, 2025

View DeepVest (formerly Benjamin AI)View Portfolio VisualizerBack to Home

Head-to-head

DeepVest (formerly Benjamin AI) vs Portfolio Visualizer 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, Scenario & Stress Tests, and Portfolio coverage that Portfolio Visualizer skips.

Portfolio Visualizer includes Factor Exposure, and Monte Carlo 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)..

Portfolio Visualizer is known for: Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..

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

DeepVest (formerly Benjamin AI) logo

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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Portfolio Visualizer logo

Portfolio Visualizer

portfoliovisualizer.com

Hands-on review

Web-based analytics suite for portfolio backtesting, optimization, and factor analysis. The free tier supports up to ~15 assets and limited history, while Basic and Pro tiers extend to ~150 assets with YTD results, model saving, and data export. Paid plans include a 14-day free trial.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
  • Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
  • Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
  • Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
  • Correlation analysis at the asset or asset-class level via heatmaps and matrices.

Community votes (overall)

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Quant, Data Visualizations, and Risk Metrics (VaR/ES/Drawdown) plus 2 more areas.

Where they differ

DeepVest (formerly Benjamin AI)

Distinct strengths include:

Financials
Screeners
News
Regulatory Filings Monitoring
Scenario & Stress Tests
Portfolio
  • 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.

Portfolio Visualizer

Distinct strengths include:

Factor Exposure
Monte Carlo
  • Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
  • Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
  • Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
  • Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.

Feature-by-feature breakdown

AttributeDeepVest (formerly Benjamin AI)Portfolio Visualizer
Categories

Which research workflows each platform targets

Shared: Quant, Data Visualizations, Risk Metrics (VaR/ES/Drawdown), Backtesting, Correlation

Unique: Financials, Screeners, News, Regulatory Filings Monitoring, Scenario & Stress Tests, Portfolio

Shared: Quant, Data Visualizations, Risk Metrics (VaR/ES/Drawdown), Backtesting, Correlation

Unique: Factor Exposure, Monte Carlo

Asset types

Supported asset classes and universes

Stocks, ETFs, Commodities, Currencies, Cryptos

Stocks, ETFs, Mutual Funds, Bonds, Commodities

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

  • 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

  • Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting.
  • Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning.
  • Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model.
  • Factor analytics with multi-factor regressions and a risk-factor allocation optimizer.
  • Correlation analysis at the asset or asset-class level via heatmaps and matrices.
  • Tactical asset allocation strategies such as moving averages, momentum signals, valuation-based models, and target volatility frameworks.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

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

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

Portfolio Visualizer 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 Portfolio Visualizer?

Both DeepVest (formerly Benjamin AI) and Portfolio Visualizer 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 Portfolio Visualizer stands out for Portfolio backtesting for mutual funds, ETFs, and stocks with configurable rebalancing rules; separate modules for asset-class backtesting., Monte Carlo simulations for portfolio growth, survival probabilities, and goal-based financial planning., and Optimization tools including efficient frontier modeling, mean–variance optimization, and the Black–Litterman model..

Keep exploring

Stay on top of related tools

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

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.