VOL. XCIV, NO. 247

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Friday, December 26, 2025

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Tool Comparison

Invesst vs MesoSim comparison

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

Quick takeaways

Invesst adds Screeners, Valuation Models, and Portfolio coverage that MesoSim skips.

MesoSim includes Backtesting, Options & Derivatives, Data Visualizations, Paper Trading, and APIs & SDKs categories that Invesst omits.

MesoSim keeps a free entry point that Invesst lacks.

In depth comparison

Invesst

invesst.ai

Hands-on review

An AI-first research platform with screeners, automated DCF and valuation tools, and real-time market data. The site highlights “Universal Brokerage Integrations” for read-only portfolio insights. Currently in open beta with a “Start for Free” option, though full pricing is only described in the Terms as monthly or annual subscriptions. Security claims include SOC2, ISO 27001, and GDPR compliance, with a linked Trust Report (unverified).

Platforms

Web

Pricing

Subscription

Quick highlights

AI-driven investment research with natural-language agents and data-rich search capabilities.
Automated valuation models including DCF, along with predictive analytics and customizable screeners.
Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”
Public security claims include SOC2, ISO 27001, and GDPR, along with a published Trust Report.

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MesoSim

mesosim.io

Options strategy backtesting SaaS with low-code strategy definitions, observability (events log), risk graphs/Greeks, margin reporting, an options valuation model/solver, and an implied-volatility surface viewer. Plan gating: Free includes 25 runs; Standard ($1000/yr) unlocks unlimited SPX + BTCUSD/ETHUSD options backtests plus sharing/exports and 1 MesoLive paper-trading account; Advanced ($1250/yr) adds RUT/VIX/GLD, margin models, vol surface/HD risk graphs, and hourly risk traces (plus up to 2 paper accounts). Live trade execution is a paid MesoLive add-on; API access is FundPro-only.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

Advanced options strategy backtesting service built around a low-code workflow.
Strategy Definition schema supports multi-leg structures plus entry/exit/adjustments and simulator controls (fill model, commissions/slippage, margin, position monitoring).
TradFi instruments documented for simulation: SPX (data from 2010), RUT/VIX (data from 2012), and GLD (data from 2012), with index vs equity option modeling notes.
Published data availability + vendors and resolution (5-minute): SPX/RUT/VIX/GLD sourced from Cboe Global Markets; BTCUSD/ETHUSD (and historical SOLUSD) sourced from Deribit.
Position Monitor provides 2D/3D risk graphs, PnL, and Greeks, with trace collection intervals (Off/Daily/Hourly).

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Where they differ

Invesst

Distinct strengths include:

Screeners Valuation Models Portfolio

AI-driven investment research with natural-language agents and data-rich search capabilities.
Automated valuation models including DCF, along with predictive analytics and customizable screeners.
Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”

MesoSim

Distinct strengths include:

Backtesting Options & Derivatives Data Visualizations Paper Trading APIs & SDKs

Advanced options strategy backtesting service built around a low-code workflow.
Strategy Definition schema supports multi-leg structures plus entry/exit/adjustments and simulator controls (fill model, commissions/slippage, margin, position monitoring).
TradFi instruments documented for simulation: SPX (data from 2010), RUT/VIX (data from 2012), and GLD (data from 2012), with index vs equity option modeling notes.
Published data availability + vendors and resolution (5-minute): SPX/RUT/VIX/GLD sourced from Cboe Global Markets; BTCUSD/ETHUSD (and historical SOLUSD) sourced from Deribit.

Feature-by-feature breakdown

Attribute	Invesst	MesoSim
Categories Which research workflows each platform targets	Shared: AI, AI Chat Unique: Screeners, Valuation Models, Portfolio	Shared: AI, AI Chat Unique: Backtesting, Options & Derivatives, Data Visualizations, Paper Trading, APIs & SDKs
Asset types Supported asset classes and universes	Stocks, ETFs, Cryptos	Options, 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 AI-driven investment research with natural-language agents and data-rich search capabilities. Automated valuation models including DCF, along with predictive analytics and customizable screeners. Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics. Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.” Public security claims include SOC2, ISO 27001, and GDPR, along with a published Trust Report. Currently browser-only; accessible via open beta with “Start for Free” and “Try Open Beta” calls to action.	Unique Advanced options strategy backtesting service built around a low-code workflow. Strategy Definition schema supports multi-leg structures plus entry/exit/adjustments and simulator controls (fill model, commissions/slippage, margin, position monitoring). TradFi instruments documented for simulation: SPX (data from 2010), RUT/VIX (data from 2012), and GLD (data from 2012), with index vs equity option modeling notes. Published data availability + vendors and resolution (5-minute): SPX/RUT/VIX/GLD sourced from Cboe Global Markets; BTCUSD/ETHUSD (and historical SOLUSD) sourced from Deribit. Position Monitor provides 2D/3D risk graphs, PnL, and Greeks, with trace collection intervals (Off/Daily/Hourly). Volatility Surface viewer to explore implied-vol surfaces with overlays (e.g., open interest, volume, bid-ask spread, Greeks) and playback at 5-minute resolution (non-crypto in current version).
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Invesst and MesoSim both support?

Both platforms cover AI, and AI Chat workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

MesoSim offers a free entry point, while Invesst requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Invesst and MesoSim?

Both Invesst and MesoSim 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?

Invesst differentiates itself with AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics., whereas MesoSim stands out for Advanced options strategy backtesting service built around a low-code workflow., Strategy Definition schema supports multi-leg structures plus entry/exit/adjustments and simulator controls (fill model, commissions/slippage, margin, position monitoring)., and TradFi instruments documented for simulation: SPX (data from 2010), RUT/VIX (data from 2012), and GLD (data from 2012), with index vs equity option modeling notes..

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