VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Friday, December 12, 2025

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Tool Comparison

DeepVest (formerly Benjamin AI) vs PortfoliosLab comparison

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

Quick takeaways

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

PortfoliosLab includes Watchlist, Factor Exposure, Stock Comparison, ETF Comparison, ETF Screeners, Data APIs, and APIs & SDKs categories that DeepVest (formerly Benjamin AI) omits.

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

In depth comparison

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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PortfoliosLab logo

PortfoliosLab

portfolioslab.com

Web-based portfolio analytics platform for stocks, ETFs, mutual funds and crypto, focused on backtesting, risk-adjusted performance, optimization and multi-asset screeners. Free tier offers limited holdings, calculations and history; Plus/Pro expand to 40+ years of data, larger portfolios, advanced risk metrics and import/“bring your own data”; Enterprise adds API/data-feed integration and white-label reporting.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models).
  • Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.
  • Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data).
  • Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
  • Risk analytics covering drawdowns, Expected Shortfall (CVaR), Value at Risk, multiple volatility estimators and risk‑adjusted ratios (Sharpe, Sortino, Omega, Calmar, Martin, Treynor, Summers).

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Where they differ

DeepVest (formerly Benjamin AI)

Distinct strengths include:

FinancialsNewsRegulatory Filings MonitoringScenario & 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.

PortfoliosLab

Distinct strengths include:

WatchlistFactor ExposureStock ComparisonETF ComparisonETF ScreenersData APIsAPIs & SDKs
  • Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models).
  • Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.
  • Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data).
  • Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.

Feature-by-feature breakdown

AttributeDeepVest (formerly Benjamin AI)PortfoliosLab
Categories

Which research workflows each platform targets

Shared: Screeners, Quant, Data Visualizations, Risk Metrics, Backtesting, Portfolio, Correlation

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

Shared: Screeners, Quant, Data Visualizations, Risk Metrics, Backtesting, Portfolio, Correlation

Unique: Watchlist, Factor Exposure, Stock Comparison, ETF Comparison, ETF Screeners, Data APIs, APIs & SDKs

Asset types

Supported asset classes and universes

Stocks, ETFs, Commodities, Currencies, Cryptos

Stocks, ETFs, Mutual Funds, Funds, Cryptos, Currencies

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

  • Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models).
  • Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios.
  • Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data).
  • Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
  • Risk analytics covering drawdowns, Expected Shortfall (CVaR), Value at Risk, multiple volatility estimators and risk‑adjusted ratios (Sharpe, Sortino, Omega, Calmar, Martin, Treynor, Summers).
  • Factor and correlation tools to estimate alpha/beta, analyze asset correlations and build optimized portfolios using mean–variance, risk parity and hierarchical risk parity (HRP) models.
Tested

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Featured inside curated shortlists

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Frequently Asked Questions

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

Both platforms cover Screeners, Quant, Data Visualizations, Risk Metrics, 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?

PortfoliosLab 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 PortfoliosLab?

Both DeepVest (formerly Benjamin AI) and PortfoliosLab 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 PortfoliosLab stands out for Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..

Keep exploring

Keep exploring

Stay on top of related tools

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

Recommended tools

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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.