DeepVest (formerly Benjamin AI) adds Financials, Screeners, News, Regulatory Filings Monitoring, Quant, Scenario & Stress Tests, and Correlation coverage that TradeZella skips.
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 TradeZella comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
TradeZella includes Custom Dashboards, and Education categories that DeepVest (formerly Benjamin AI) omits.
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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TradeZella
tradezella.com
Web-based trade journaling, analytics, backtesting, and trade replay platform. Not a brokerage: trades are executed on your broker and imported into TradeZella for tracking/analysis. Imports support auto-sync, file upload, or manual entry, with many broker integrations across stocks/options/forex/futures/crypto. Plan gating: Basic is limited to 1 account, 1GB storage, 3 playbooks, and 5 mentor invites; Premium/Pro unlock unlimited accounts/playbooks/mentor invites and 5GB storage (annual plans include a 14-day money-back guarantee).
Platforms
Web
Pricing
Subscription
Quick highlights
- Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing.
- Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase.
- Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size).
- Trade Tracking page per trade: stats (including SL/PT + customizable metrics), execution details, playbook attachment, images/attachments, notes, plus share + replay actions.
- Tagging and filtering: tags and categories, custom tag categories, and advanced global filters to analyze subsets of trades.
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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.
TradeZella
Distinct strengths include:
- Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing.
- Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase.
- Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size).
- Trade Tracking page per trade: stats (including SL/PT + customizable metrics), execution details, playbook attachment, images/attachments, notes, plus share + replay actions.
Feature-by-feature breakdown
| Attribute | DeepVest (formerly Benjamin AI) | TradeZella |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations, Risk Metrics, Backtesting, Portfolio Unique: Financials, Screeners, News, Regulatory Filings Monitoring, Quant, Scenario & Stress Tests, Correlation | Shared: Data Visualizations, Risk Metrics, Backtesting, Portfolio Unique: Custom Dashboards, Education |
Asset types Supported asset classes and universes | Stocks, ETFs, Commodities, Currencies, Cryptos | Stocks, Options, Currencies, Futures, 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 | 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 TradeZella both support?
Both platforms cover Data Visualizations, Risk Metrics, Backtesting, and Portfolio workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do DeepVest (formerly Benjamin AI) and TradeZella require subscriptions?
Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.
How can you access DeepVest (formerly Benjamin AI) and TradeZella?
Both DeepVest (formerly Benjamin AI) and TradeZella 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 TradeZella stands out for Trade imports via auto-sync, file upload, or manual input; supports commissions/fees, breakeven settings, and trade sharing., Broker integrations across multiple markets (stocks/options/forex/futures/crypto); examples include Interactive Brokers, Robinhood, Charles Schwab, MetaTrader 4/5, Oanda, Bybit, and Coinbase., and Customizable analytics dashboard and drill-down reporting (TradeZella lists 50+ advanced reports, plus "Risk Reports" based on R-multiple/position size)..
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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.