DeepVest (formerly Benjamin AI) adds Financials, Regulatory Filings Monitoring, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Portfolio, and Correlation coverage that ValueSense skips.
VOL. XCIV, NO. 247
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Saturday, November 29, 2025
Tool Comparison
DeepVest (formerly Benjamin AI) vs ValueSense comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
ValueSense includes Stock Ideas, Money Flow, Watchlist, Calendar, Valuation Models, Scores, Transcripts, Insider Data, 13F, Research Templates, Shared Workspaces, AI, and AI Earnings Summary categories that DeepVest (formerly Benjamin AI) omits.
ValueSense 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.
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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ValueSense
valuesense.io
ValueSense is a web research platform focused on fundamental equity analysis, intrinsic valuation, KPI/segment data, and AI‑aided earnings summaries. It includes a global stock screener (country/exchange filters), backtest charting, institutional/insider ("smart money") dashboards, a KPI-aware charting studio, and a workspace/public gallery for sharing screeners, charts, dashboards and valuation calculators. Exports include Excel/CSV/PDF and PNG chart images.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
- AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
- Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
- Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
- KPI & segments data (e.g., product/geo/segment revenue, operating income by segment) with 10+ years of history and quarterly/LTM modes.
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Where they differ
DeepVest (formerly Benjamin AI)
Distinct strengths include:
FinancialsRegulatory Filings MonitoringRisk Metrics (VaR/ES/Drawdown)Scenario & Stress TestsPortfolioCorrelation
- 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.
ValueSense
Distinct strengths include:
- Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators.
- AI-powered earnings overviews that summarize transcripts into structured highlights/visuals.
- Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500.
- Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
Feature-by-feature breakdown
| Attribute | DeepVest (formerly Benjamin AI) | ValueSense |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, News, Quant, Data Visualizations, Backtesting Unique: Financials, Regulatory Filings Monitoring, Risk Metrics (VaR/ES/Drawdown), Scenario & Stress Tests, Portfolio, Correlation | Shared: Screeners, News, Quant, Data Visualizations, Backtesting Unique: Stock Ideas, Money Flow, Watchlist, Calendar, Valuation Models, Scores, Transcripts, Insider Data, 13F, Research Templates, Shared Workspaces, AI, AI Earnings Summary |
Asset types Supported asset classes and universes | Stocks, ETFs, Commodities, Currencies, Cryptos | Stocks, ETFs |
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 | 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 ValueSense both support?
Both platforms cover Screeners, News, Quant, Data Visualizations, 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?
ValueSense 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 ValueSense?
Both DeepVest (formerly Benjamin AI) and ValueSense 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 ValueSense stands out for Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..
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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.