DeepVest vs Testfol.io comparison

DeepVest focuses on Wealth Management, AI, and AI Chat while Testfol.io specializes in Backtesting, Correlation, and Risk Metrics. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Good news—both DeepVest and Testfol.io offer free plans. You can try each platform without commitment and only pay when you need premium features.

Choose DeepVest if you need Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., and Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting).. Go with Testfol.io if Portfolio Backtester for constructing multi-asset portfolios (tickers like ETFs, mutual funds, and stocks) with cashflow legs and rebalancing controls (incl. rebalance bands)., and Backtest results include performance & risk statistics such as cumulative return, CAGR, MWRR, max drawdown, volatility, Sharpe/Sortino, beta, etc. better fits how you invest.

Both cover Stocks, ETFs, and Mutual Funds. DeepVest also includes Options, Bonds, Cryptos, and Currencies.

DeepVest offers real-time data feeds, which is essential for active traders. Testfol.io uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Testfol.io supports data exports to CSV. DeepVest has more limited export options.

DeepVest includes a stock screener for finding investment ideas. Testfol.io focuses on other analytical tools.

DeepVest offers portfolio tracking features. Testfol.io is more focused on research and analysis.