★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Invesst vs Monexa
Pick Invesst instead if
Invesst
Free • Paid plans available · Web
- You care about portfolio, something Monexa doesn't offer
Start here
Monexa
Free • From $9.90/mo · Web
- You care about stock ideas, news, and calendar, things Invesst doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
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
Invesst and Monexa cover a lot of the same ground (4 shared categories, including screeners, valuation models, and AI research), so for the basics you won't go far wrong with either. Monexa simply does more: 17 categories to Invesst's 5, including stock ideas, news, and calendar. Invesst counters by being completely free.
What readers say
Invesst
Vote once to reveal the community verdict.
Monexa
Vote once to reveal the community verdict.
Key differences at a glance
- Broader coverage
- Monexa17 vs 5 categories
- Free trial
- Monexa7 days
- Free plan
- Both
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 | Free • Paid plans available | Free • From $9.90/mo |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | — | 13 limits: Free: financial history: 5Y, Free: charting: 10Y +11 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | Yes | — |
Integrations | SnapTrade | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +4 more |
Categories covered | 5 | 17 |
Regions | — | — |
| Data & capabilities | ||
Data quality | Latency: Real-time and End of Day and Granularity: EOD | Latency: Real-time and Granularity: EOD |
Data partners | — | Financial exchanges / third-party providers |
Capabilities | Broker sync | — |
Security | — | 3 signals: Data residency: Other, Encryption at rest +1 more |
| Try it | Visit Invesst | Visit Monexa |
Where each one shines
What Invesst and Monexa each do best.ShowHide
Where each one shines
What Invesst and Monexa each do best.What Invesst does best
- Support for asking natural-language investing questions through AI research agents designed for stock, ETF, crypto, market, and portfolio research workflows.
- AI-assisted screeners to filter stocks and ETFs across multiple metrics instead of relying only on static preset lists.
- Tools for building valuation context with automated models such as DCF workflows, predictive analytics, and customizable valuation assumptions.
- Tracking watchlists and market data in a browser-based workspace with a public start-for-free entry point.
- Connections for supported brokerages through SnapTrade for read-only portfolio insights rather than order placement.
What Monexa does best
- Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules from one web workspace.
- Screening for stocks with saved screeners, templates, custom filters, and plan-based saved-screen limits.
- Research coverage for global company pages with financial statements, valuation metrics, stock charts, comparison tools, and plan-based history depth.
- Views for reviewing SEC filings by filing type, filing date, CIK, and source-document view actions.
- Work through earnings calls with transcript history, search, AI summaries, and AI analysis where plan access permits.
Every detail we compared
Every tracked attribute for Invesst and Monexa, side by side.ShowHide
Every detail we compared
Every tracked attribute for Invesst and Monexa, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptos | StocksETFsBondsCommoditiesFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailAnalystsLong-term InvestorsValue InvestorsGrowth Investors |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-time |
Data granularity | EOD | EOD |
Data partners | Not specified | Financial exchanges / third-party providers |
| Access & integrations | ||
Import methods | BrokerOAuth | Not specified |
Integrations | SnapTrade | Not specified |
Export formats | Not specified | Excel |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: OtherEncryption at restEncryption in transit |
Capability signals | Broker sync | Not specified |
Vendor & support | Invesst Inc.Country: United StatesSupport: Email | Alpine Labs Ltda.Country: BrazilSupport: Email |
Curation ratings | Methodology 2/5Reliability 3/5UX 3/5 | Not specified |
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 | ||
|---|---|---|
| Free plan | Free“Start for Free” | Freefinancial history: 5Y · charting: 10Y · +4 more |
| Entry paid plan | Subscription“Subscription (Monthly)” | $9.90/mo“Pro”financial history: 30Y · charting: 30Y · +5 more |
| Top plan | Subscription“Subscription (Annual)” | — |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Invesst and Monexa?
Invesst leans toward screeners, valuation models, and portfolio, while Monexa puts more weight on screeners, stock ideas, and news. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Invesst and Monexa cost?
Good news: both Invesst and Monexa have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Invesst or Monexa?
It depends on what you're after. Pick Invesst if portfolio matter to you; go with Monexa if you'd rather have stock ideas and news. And if you only need the basics both share, let price decide.
What asset classes do Invesst and Monexa cover?
Both cover stocks and ETFs. Invesst also handles cryptos. Monexa adds bonds, commodities, and funds on top.
Do Invesst and Monexa offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Invesst and Monexa?
Monexa exports to Excel. Invesst is stingier about getting data out.
Which has a better stock screener: Invesst or Monexa?
Both Invesst and Monexa 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 Invesst or Monexa?
Invesst handles portfolio tracking. Monexa is really a research tool; you'd track your portfolio elsewhere.
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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.