VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

Tool Comparison

DeepVest (formerly Benjamin AI) vs Total Real Returns comparison

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

Quick takeaways

DeepVest (formerly Benjamin AI) adds Financials, Screeners, News, Regulatory Filings Monitoring, Quant, Scenario & Stress Tests, Backtesting, Portfolio, and Correlation coverage that Total Real Returns skips.

Total Real Returns keeps a free entry point that DeepVest (formerly Benjamin AI) lacks.

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.

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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Total Real Returns

totalrealreturns.com

Web tool for CPI-U inflation-adjusted ("real") and nominal total return charts with dividends reinvested, plus returns tables and drawdowns (EOD; daily updates ~8pm ET).

Platforms

Web

Pricing

Free

Quick highlights

CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view).
Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages.
Compare multiple symbols on a single chart by entering comma-separated tickers.
Controls for custom date ranges and normalization modes (Start=1, End=1, IPO=1, Off).
Per-symbol performance breakdown includes overall return, exponential trendline/annualized rates (with R^2), growth of $10,000, annual returns, and drawdowns.

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Where they differ

DeepVest (formerly Benjamin AI)

Distinct strengths include:

Financials Screeners News Regulatory Filings Monitoring Quant Scenario & Stress Tests Backtesting Portfolio

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.

Feature-by-feature breakdown

Attribute	DeepVest (formerly Benjamin AI)	Total Real Returns
Categories Which research workflows each platform targets	Shared: Data Visualizations, Risk Metrics Unique: Financials, Screeners, News, Regulatory Filings Monitoring, Quant, Scenario & Stress Tests, Backtesting, Portfolio, Correlation	Shared: Data Visualizations, Risk Metrics
Asset types Supported asset classes and universes	Stocks, ETFs, Commodities, Currencies, Cryptos	Stocks, ETFs, Mutual Funds, Currencies
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate
Platforms Where you can access the product	Web	Web
Pricing High-level pricing models	Subscription	Free
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 CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view). Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages. Compare multiple symbols on a single chart by entering comma-separated tickers. Controls for custom date ranges and normalization modes (Start=1, End=1, IPO=1, Off). Per-symbol performance breakdown includes overall return, exponential trendline/annualized rates (with R^2), growth of $10,000, annual returns, and drawdowns. Instrument pages include common stocks, ETFs, mutual funds, and a USDOLLAR cash/currency series.
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 Total Real Returns both support?

Both platforms cover Data Visualizations, and Risk Metrics workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Total Real Returns 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 Total Real Returns?

Both DeepVest (formerly Benjamin AI) and Total Real Returns 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 Total Real Returns stands out for CPI-U inflation-adjusted "Total Real Return" charts with dividends reinvested (purchasing-power view)., Toggle inflation adjustment on/off (real vs. nominal dollars) on chart pages., and Compare multiple symbols on a single chart by entering comma-separated tickers..

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