VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Wednesday, November 5, 2025

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Tool Comparison

Invesst vs Qfinr comparison

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

Quick takeaways

Invesst adds Valuation Models, AI, and AI Chat coverage that Qfinr skips.

Qfinr includes Watchlist, Backtesting, Scenario & Stress Tests, ETF Screeners, Stock Ideas, and Quant categories that Invesst omits.

Qfinr offers mobile access, which Invesst skips.

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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Qfinr

qfinr.com

Subscription-based portfolio analytics platform with support for multiple asset classes. Portfolios can be imported via CSV templates or broker/custodian statements. No direct broker sync is advertised. A developer API is linked from the site, though not publicly documented. Pricing is subscription-only and not published on the site.

Platforms

WebMobile

Pricing

Subscription

Quick highlights

Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits.
Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities.
Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
Backtested stock ideas with the ability to generate customized strategies and view results.

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Where they differ

Invesst

Distinct strengths include:

Valuation Models AI AI Chat

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.”

Qfinr

Distinct strengths include:

Watchlist Backtesting Scenario & Stress Tests ETF Screeners Stock Ideas Quant

Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits.
Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities.
Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.

Feature-by-feature breakdown

Attribute	Invesst	Qfinr
Categories Which research workflows each platform targets	Shared: Screeners, Portfolio Unique: Valuation Models, AI, AI Chat	Shared: Screeners, Portfolio Unique: Watchlist, Backtesting, Scenario & Stress Tests, ETF Screeners, Stock Ideas, Quant
Asset types Supported asset classes and universes	Stocks, ETFs, Cryptos	Stocks, ETFs, Mutual Funds, Bonds, Commodities, Other
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, Mobile
Pricing High-level pricing models	Subscription	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 Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits. Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities. Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities. Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis. Backtested stock ideas with the ability to generate customized strategies and view results. Market and fundamentals data sourced from Refinitiv and exchanges; redistribution restricted per terms.
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 Qfinr both support?

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

Do Invesst and Qfinr require subscriptions?

Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.

Which tool has mobile access?

Qfinr ships a dedicated mobile experience, while Invesst focuses on web or desktop access.

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 Qfinr stands out for Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..

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