DeepVest (formerly Benjamin AI) adds Regulatory Filings Monitoring, Quant, Data Visualizations, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, and Correlation coverage that Snowball Analytics skips.
VOL. XCIV, NO. 247
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Monday, October 13, 2025
Head-to-head
DeepVest (formerly Benjamin AI) vs Snowball Analytics comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Snowball Analytics includes Watchlist, Dividend, Dividends, Calendar, Splits, Scores, and Broker Connectors 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)..
Snowball Analytics is known for: Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting., Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener., and Portfolio rebalancing based on target categories; one‑click buy/sell suggestions..
Snowball Analytics keeps a free entry point that DeepVest (formerly Benjamin AI) lacks.
Snowball Analytics offers mobile access, which DeepVest (formerly Benjamin AI) skips.
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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Snowball Analytics
snowball-analytics.com
Portfolio & dividend tracker with multi-currency support and broker syncing via Yodlee/SnapTrade. Dividend Rating (13-factor score), dividend/ex‑div calendars, rebalancing by categories, benchmarking (indices or any asset on paid tiers), and 30+ years backtests. Quotes are delayed; site explicitly notes data is not necessarily real‑time. Mobile apps on iOS/Android.
Categories
Platforms
Web
Mobile
Pricing
Free
Subscription
Quick highlights
- Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
- Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
- Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
- Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.
- Backtests for portfolio ideas (10 years on lower tiers; 30+ years on Investor/Expert).
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Overlap
Shared focus areas
5 overlapsMutual strengths include Financials, Screeners, and News plus 2 more areas.
Where they differ
DeepVest (formerly Benjamin AI)
Distinct strengths include:
Regulatory Filings Monitoring
Quant
Data Visualizations
Risk Metrics (VaR/ES/Drawdown)
Scenario & Stress Tests
Correlation
- 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.
Snowball Analytics
Distinct strengths include:
- Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
- Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
- Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
- Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.
Feature-by-feature breakdown
| Attribute | DeepVest (formerly Benjamin AI) | Snowball Analytics |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Financials, Screeners, News, Backtesting, Portfolio Unique: Regulatory Filings Monitoring, Quant, Data Visualizations, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Correlation | Shared: Financials, Screeners, News, Backtesting, Portfolio Unique: Watchlist, Dividend, Dividends, Calendar, Splits, Scores, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, ETFs, Commodities, Currencies, Cryptos | Stocks, ETFs, Mutual Funds, Bonds, Cryptos, Real Estate |
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 | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do DeepVest (formerly Benjamin AI) and Snowball Analytics both support?
Both platforms cover Financials, Screeners, News, Backtesting, 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?
Snowball Analytics 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?
Snowball Analytics 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 Snowball Analytics stands out for Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting., Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener., and Portfolio rebalancing based on target categories; one‑click buy/sell suggestions..
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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.