VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, October 28, 2025

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Tool Comparison

DeepVest (formerly Benjamin AI) vs Uncle Stock comparison

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

Quick takeaways

DeepVest (formerly Benjamin AI) adds News, Regulatory Filings Monitoring, Quant, Data Visualizations, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, and Correlation coverage that Uncle Stock skips.

Uncle Stock includes Watchlist, Data APIs, Valuation Models, Scores, Checklist, and Education categories that DeepVest (formerly Benjamin AI) omits.

Uncle Stock 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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Uncle Stock logo

Uncle Stock

unclestock.com

Hands-on review

Global, fundamentals‑first stock screener with detailed metrics and built‑in backtesting. Covers 60k+ stocks across all continents with up to ~35 years of US history (20 years elsewhere). US fundamentals from Sharadar; non‑US fundamentals and price history from EOD Historical Data. Prices are delayed; Nasdaq shows prior‑day when market is open. API access (Gold) delivers CSV/JSON with explicit rate limits.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters.
  • Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino).
  • Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented.
  • Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.
  • Lightweight portfolio: positions, limits & email notifications (Gold).

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Where they differ

DeepVest (formerly Benjamin AI)

Distinct strengths include:

NewsRegulatory Filings MonitoringQuantData VisualizationsRisk Metrics (VaR/ES/Drawdown)Scenario & Stress TestsCorrelation
  • 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.

Uncle Stock

Distinct strengths include:

WatchlistData APIsValuation ModelsScoresChecklistEducation
  • Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters.
  • Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino).
  • Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented.
  • Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.

Feature-by-feature breakdown

AttributeDeepVest (formerly Benjamin AI)Uncle Stock
Categories

Which research workflows each platform targets

Shared: Financials, Screeners, Backtesting, Portfolio

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

Shared: Financials, Screeners, Backtesting, Portfolio

Unique: Watchlist, Data APIs, Valuation Models, Scores, Checklist, Education

Asset types

Supported asset classes and universes

Stocks, ETFs, Commodities, Currencies, Cryptos

Stocks, Cryptos

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

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

  • Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters.
  • Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino).
  • Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented.
  • Benchmarking vs S&P 500/other indices; industry medians and long‑history fundamentals.
  • Lightweight portfolio: positions, limits & email notifications (Gold).
  • API (Gold): CSV/JSON endpoints for symbols, universes, indicators, saved queries, stock history; monthly cap 300 calls and 1 request/minute.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

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

Both platforms cover Financials, Screeners, 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?

Uncle Stock 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 Uncle Stock?

Both DeepVest (formerly Benjamin AI) and Uncle Stock 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 Uncle Stock stands out for Screening with ~4k searchable metrics, full‑text business/industry search, market/country/sector filters, and index‑constituent filters., Backtesting with annual/half‑year/quarterly rebalance, look‑ahead avoidance (uses only data known at rebalance time), position sizing (equal/volatility/expectation‑weighted), early‑sell rules (profit targets, stop loss), and risk stats (Sharpe/Sortino)., and Transparent composite scores (e.g., Uncle Stock score, Quality/Value/Financial‑Health) plus Piotroski, ERP5, Benish M, Montier and more—formulas publicly documented..

Keep exploring

Keep exploring

Stay on top of related tools

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Recommended tools

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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.