DeepVest (formerly Benjamin AI) adds Financials, Screeners, News, Regulatory Filings Monitoring, Quant, Scenario & Stress Tests, Backtesting, and Correlation coverage that Portseido 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 Portseido comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Portseido includes Dividend categories that DeepVest (formerly Benjamin AI) omits.
Portseido keeps a free entry point that DeepVest (formerly Benjamin AI) lacks.
Portseido offers mobile access, which DeepVest (formerly Benjamin AI) skips.
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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Portseido
portseido.com
Editor’s pick Hands-on review
Portfolio and dividend tracker covering global stocks, ETFs, and crypto with both web and mobile apps. Free users can track one portfolio with up to 50 transactions. Paid tiers expand limits, add multiple portfolios, and include a 14-day free trial. Dividends and splits are tracked automatically.
Platforms
WebMobile
Pricing
FreeSubscription
Quick highlights
- Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
- Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
- Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
- Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
- Flexible data input: upload broker CSVs, enter transactions manually, or sync from Google Sheets.
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Where they differ
DeepVest (formerly Benjamin AI)
Distinct strengths include:
FinancialsScreenersNewsRegulatory Filings MonitoringQuantScenario & Stress TestsBacktestingCorrelation
- 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.
Portseido
Distinct strengths include:
- Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
- Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
- Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
- Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
Feature-by-feature breakdown
| Attribute | DeepVest (formerly Benjamin AI) | Portseido |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Risk Metrics, Portfolio Unique: Financials, Screeners, News, Regulatory Filings Monitoring, Quant, Scenario & Stress Tests, Backtesting, Correlation | Shared: Data Visualizations, Risk Metrics, Portfolio Unique: Dividend |
Asset types Supported asset classes and universes | Stocks, ETFs, Commodities, Currencies, Cryptos | Stocks, ETFs, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, Mobile |
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 | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Highlighted |
Frequently Asked Questions
Which workflows do DeepVest (formerly Benjamin AI) and Portseido both support?
Both platforms cover Data Visualizations, Risk Metrics, and Portfolio workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Portseido 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.
Which tool has mobile access?
Portseido ships a dedicated mobile experience, while DeepVest (formerly Benjamin AI) focuses on web or desktop access.
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 Portseido stands out for Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..
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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.