VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, October 28, 2025

Tool Comparison

DeepVest (formerly Benjamin AI) vs QuantRocket 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, Data Visualizations, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Portfolio, and Correlation coverage that QuantRocket skips.

QuantRocket includes Auto-Trading & Bots, Advanced Order Types, Paper Trading, Data APIs, and Broker Connectors categories that DeepVest (formerly Benjamin AI) omits.

QuantRocket 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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QuantRocket logo

QuantRocket

quantrocket.com

A Docker-based research, backtesting, and live-trading platform built around Jupyter. The free tier is limited to research, while paid plans unlock live and paper trading along with bundled US minute-bar data. Broader global datasets are available via third-party providers. Its tight IBKR integration brings advanced order types, while real-time market data can be streamed from IBKR, Polygon, or Alpaca.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca.
  • Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter.
  • Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets.
  • Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.
  • Streams tick-level data into TimescaleDB with WebSocket access, and allows flexible bar aggregation.

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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.

QuantRocket

Distinct strengths include:

  • Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca.
  • Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter.
  • Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets.
  • Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.

Feature-by-feature breakdown

AttributeDeepVest (formerly Benjamin AI)QuantRocket
Categories

Which research workflows each platform targets

Shared: Screeners, Quant, Backtesting

Unique: Financials, News, Regulatory Filings Monitoring, Data Visualizations, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Portfolio, Correlation

Shared: Screeners, Quant, Backtesting

Unique: Auto-Trading & Bots, Advanced Order Types, Paper Trading, Data APIs, Broker Connectors

Asset types

Supported asset classes and universes

Stocks, ETFs, Commodities, Currencies, Cryptos

Stocks, ETFs, Futures, Currencies, Options

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

  • Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca.
  • Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter.
  • Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets.
  • Deep IBKR integration enabling advanced order types such as algorithmic, parent-child, and bracket orders, as well as combos/spreads, margin 'what-if' checks, option greeks, and auction imbalance data.
  • Streams tick-level data into TimescaleDB with WebSocket access, and allows flexible bar aggregation.
  • REST API ('Houston') with Python client and CLI tools; endpoints return CSV or JSON for easy downstream use.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

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

Both platforms cover Screeners, Quant, and Backtesting workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

QuantRocket 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 QuantRocket?

Both DeepVest (formerly Benjamin AI) and QuantRocket 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 QuantRocket stands out for Includes survivorship-bias-free US minute-bar data (from 2007 onward) for Zipline backtests and live trading, with optional real-time feeds from brokers like IBKR and Alpaca., Supports point-in-time screening and ranking pipelines, and integrates with Alphalens and Pyfolio for in-notebook analysis inside Jupyter., and Global coverage through Interactive Brokers’ historical and real-time data across 60+ exchanges, plus optional feeds like EDI global EOD, Sharadar fundamentals, and Brain sentiment datasets..

Keep exploring

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.