★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
DeepVest vs MarketXLS
Pick DeepVest if
DeepVest
From $200/mo · Web
- You care about wealth management, AI research, and AI chat, things MarketXLS doesn't offer
Pick MarketXLS if
MarketXLS
From $70/mo · Desktop · Web
- You want the cheaper way in: plans start at $70/mo instead of $200/mo
- You care about sheets / excel add-ins, broker connectors, and options p&l, things DeepVest doesn't offer
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
DeepVest and MarketXLS cover a lot of the same ground (5 shared categories, including screeners, portfolio, and correlation), so for the basics you won't go far wrong with either. The real difference is focus: only DeepVest gives you wealth management and AI research, and only MarketXLS gives you sheets / excel add-ins and broker connectors.
What readers say
DeepVest
Vote once to reveal the community verdict.
MarketXLS
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Key differences at a glance
- Cheaper paid plan
- MarketXLS$70/mo vs $200/mo
- Free trial
- DeepVestAvailable
- Desktop app
- MarketXLS
- Broker sync
- DeepVest
- Beginner friendly
- MarketXLS
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $200/mo | From $70/mo |
Free tier | No | No |
Free trial | Yes | — |
Plan limits | 33 limits: 7-Day Free Trial: trial length: 7 days, 7-Day Free Trial: brokerages: 3 +31 more | 3 limits: Standard: annual price usd: 850, Advanced: annual price usd: 1,500 +1 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | Wealthbox | Interactive Brokers, Thinkorswim +10 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | — |
Categories covered | 15 | 16 |
Regions | North America, Europe, APAC | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time | 4 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +2 more |
Capabilities | 4 signals: Universe builder, Stress tests: Rates +2 more | 5 signals: Factors: Value, Quality, and Momentum, Multi-leg options +3 more |
Security | — | Status page |
| Try it | Visit DeepVest | Visit MarketXLS |
Where each one shines
What DeepVest and MarketXLS each do best.ShowHide
Where each one shines
What DeepVest and MarketXLS each do best.What DeepVest does best
- Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis).
- Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting).
- Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”).
- Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
- “AI-native data terminal” positioned as cross-asset with calendars, options data, earnings transcripts, fundamentals, and real-time market data.
What MarketXLS does best
- MarketXLS in Excel for Windows, Mac, and Excel Online, with 1,000+ spreadsheet functions for market data and analytics.
- Access to quotes, fundamentals, historical statements, ETF data, options data, mutual-fund data, crypto pairs, FRED economic series, and selected technical data into workbooks.
- Real-time streaming quotes on Advanced and Business plans for covered U.S. and Canadian stocks, ETFs, and options.
- Standard defaults to 15-minute delayed stock, ETF, and crypto data, with EOD options, mutual-fund, and economic data.
- Analysis of options with chains, Greeks, implied-volatility tools, order-flow functions, strategy P&L templates, and symbology conversion.
Every detail we compared
Every tracked attribute for DeepVest and MarketXLS, side by side.ShowHide
Every detail we compared
Every tracked attribute for DeepVest and MarketXLS, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsBondsMutual FundsCryptosCurrencies | StocksETFsOptionsMutual FundsCurrenciesFuturesCryptos |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsFinancial AdvisorsRIAs / Wealth FirmsAsset ManagersHedge FundsQuants/Developers+1 more | Not specified |
Regions | North AmericaEuropeAPAC | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Countries: US and CA5 exchangesIdentifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Real-time | Real-time15-min DelayedEnd of Day |
Data granularity | Not specified | MinuteEOD |
| Access & integrations | ||
Integrations | Wealthbox | Interactive BrokersThinkorswimTradierOrionCharles Schwab (OpenView Gateway)QuoteMediaIEX CloudNasdaq+4 more |
Export formats | Not specified | ExcelCSV |
| Plans & trust | ||
Security & compliance | Not specified | Status page |
Capability signals | Universe builderStress tests: RatesBroker syncCorrelation | Factors: Value, Quality, and MomentumMulti-leg optionsGreeksMonte CarloCorrelation |
Vendor & support | DeepVest | MarketXLS LimitedCountry: IrelandFounded 2016Support: Email and Phone |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Entry paid plan | $200/mo“Self Directed Pro”brokerages: 3 · positions: 150 · +7 more | $70/mo“Standard”annual price usd: 850 |
| Tier 2 | — | $125/mo“Advanced”annual price usd: 1,500 |
| Top plan | — | $200/mo“Business”annual price usd: 2,400 |
| Custom / enterprise | Contact sales“Advisor Premium”brokerages: Unlimited · positions: Unlimited · +6 more | — |
| Free trial | Yes | — |
Questions we keep getting
What's the difference between DeepVest and MarketXLS?
DeepVest leans toward wealth management, AI research, and AI chat, while MarketXLS puts more weight on sheets / excel add-ins, broker connectors, and screeners. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do DeepVest and MarketXLS cost?
Neither has a free plan, but DeepVest offers a free trial. Compare the paid tiers against your required data coverage before committing.
Which is better for beginners: DeepVest or MarketXLS?
MarketXLS is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose DeepVest or MarketXLS?
It depends on what you're after. Pick DeepVest if wealth management and AI research matter to you; go with MarketXLS if you'd rather have sheets / excel add-ins and broker connectors. And if you only need the basics both share, let price decide.
What asset classes do DeepVest and MarketXLS cover?
Both cover stocks, ETFs, options, and mutual funds. DeepVest also handles bonds. MarketXLS adds futures on top.
Do DeepVest and MarketXLS offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from DeepVest and MarketXLS?
MarketXLS exports to Excel and CSV. DeepVest is stingier about getting data out.
Can DeepVest or MarketXLS connect to my broker?
DeepVest syncs with brokers automatically. With MarketXLS, you're entering holdings by hand or importing files.
Which has a better stock screener: DeepVest or MarketXLS?
Both DeepVest and MarketXLS include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with DeepVest or MarketXLS?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.