Invesst adds Portfolio, and AI coverage that Monexa skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, November 17, 2025
Tool Comparison
Invesst vs Monexa comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Monexa includes News, News Sentiment, Calendar, Financials, Transcripts, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, Institutional Data, 13F, 13D/13G, Watchlist, Investor Holdings, and US Government Trades categories that Invesst omits.
Monexa 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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Monexa
monexa.ai
AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
- Earnings call Transcripts with gated full history and transcript analysis in Pro.
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Where they differ
Invesst
Distinct strengths include:
- 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.”
Monexa
Distinct strengths include:
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
Feature-by-feature breakdown
| Attribute | Invesst | Monexa |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Valuation Models, AI Chat Unique: Portfolio, AI | Shared: Screeners, Valuation Models, AI Chat Unique: News, News Sentiment, Calendar, Financials, Transcripts, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, Institutional Data, 13F, 13D/13G, Watchlist, Investor Holdings, US Government Trades |
Asset types Supported asset classes and universes | Stocks, ETFs, 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 | Yes | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Invesst and Monexa both support?
Both platforms cover Screeners, Valuation Models, 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?
Monexa 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 Monexa?
Both Invesst and Monexa 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 Monexa stands out for Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..
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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.