DeepVest (formerly Benjamin AI) adds News, Regulatory Filings Monitoring, Data Visualizations, and Scenario & Stress Tests coverage that PortfoliosLab skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, October 13, 2025
Head-to-head
DeepVest (formerly Benjamin AI) vs PortfoliosLab comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
PortfoliosLab includes ETF Screeners, Watchlist, Stock Comparison, ETF Comparison, Factor Exposure, and APIs & SDKs 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)..
PortfoliosLab is known for: Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators..
PortfoliosLab 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.
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).
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
PortfoliosLab
portfolioslab.com
Portfolio analytics platform with screeners, optimizers, and backtesting. The free tier includes 10 years of data and basic calculations. Plus extends coverage to 40+ years and 200 calculations per month, while Pro unlocks unlimited calculations, 500 holdings per portfolio, CSV import/export, and screener exports. Enterprise offers an API, data-feed integration, and white-labeling. Broker sync is not supported; CSV imports are recommended.
Categories
Platforms
Web
Pricing
Free
Subscription
Quick highlights
- Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin.
- Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date.
- Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators.
- Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.
- Factor analysis tools for Alpha and Beta measurement.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Overlap
Shared focus areas
7 overlapsMutual strengths include Financials, Screeners, and Quant plus 4 more areas.
Where they differ
DeepVest (formerly Benjamin AI)
Distinct strengths include:
- 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:
- Portfolio analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin.
- Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date.
- Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators.
- Comprehensive stock, ETF, and mutual fund screeners with sortable columns, filters, and risk-versus-return scatterplots. Screener results export is available on Pro.
Feature-by-feature breakdown
| Attribute | DeepVest (formerly Benjamin AI) | PortfoliosLab |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Financials, Screeners, Quant, Risk Metrics (VaR/ES/Drawdown), Backtesting, Portfolio, Correlation Unique: News, Regulatory Filings Monitoring, Data Visualizations, Scenario & Stress Tests | Shared: Financials, Screeners, Quant, Risk Metrics (VaR/ES/Drawdown), Backtesting, Portfolio, Correlation Unique: ETF Screeners, Watchlist, Stock Comparison, ETF Comparison, Factor Exposure, APIs & SDKs |
Asset types Supported asset classes and universes | Stocks, ETFs, Commodities, Currencies, Cryptos | Stocks, ETFs, Mutual Funds, Cryptos |
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
| 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 PortfoliosLab both support?
Both platforms cover Financials, Screeners, Quant, 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?
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 analytics and backtesting with benchmarking, monthly returns, and risk-adjusted ratios such as Sharpe, Sortino, Omega, Calmar, and Martin., Optimization models include Mean–Variance (MVO), Risk Parity, and Hierarchical Risk Parity (HRP), with the ability to backtest from a chosen optimization date., and Risk analytics cover drawdowns, Value at Risk (VaR), Expected Shortfall (CVaR), and multiple volatility estimators..
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- YChartsHands-on review
Overlap: Screeners, Stock Comparison, and ETF Comparison.
ScreenersStock ComparisonETF Comparison - Stock RoverEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Stock Comparison.
ScreenersETF ScreenersStock Comparison - Seeking AlphaEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Stock Comparison.
ScreenersETF ScreenersStock Comparison - Stock AnalysisEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Stock Comparison.
ScreenersETF ScreenersStock Comparison - TipRanksEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Financials.
ScreenersETF ScreenersFinancials - TradingViewEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Data Visualizations.
ScreenersETF ScreenersData Visualizations
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.