★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Invesst vs Reflexivity
Pick Invesst instead if
Invesst
Free • Paid plans available · Web
- You'd rather start free and only pay if you outgrow it
- You care about valuation models, something Reflexivity doesn't offer
Start here
Reflexivity
Subscription · Web · API
- You want an API so you can script or automate things
- You care about quant, performance attribution, and scenario & stress tests, things Invesst doesn't offer
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 Reflexivity cover a lot of the same ground (4 shared categories, including screeners, portfolio, and AI research), so for the basics you won't go far wrong with either. Reflexivity simply does more: 12 categories to Invesst's 5, including quant, performance attribution, and scenario & stress tests. Invesst counters by being completely free.
What readers say
Invesst
Vote once to reveal the community verdict.
Reflexivity
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Invesst
- Broader coverage
- Reflexivity12 vs 5 categories
- API access
- Reflexivity
- Broker sync
- Invesst
- Beginner friendly
- Invesst
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 | Subscription |
Free tier | Yes | No |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | Yes | No |
Integrations | SnapTrade | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | — | — |
Categories covered | 5 | 12 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time and End of Day and Granularity: EOD | Latency: Real-time and End of Day and Granularity: EOD |
Capabilities | Broker sync | 5 signals: Universe builder, Stress tests: Rates, FX, and EquityCrash +3 more |
Security | — | SOC2 |
| Try it | Visit Invesst | Visit Reflexivity |
Where each one shines
What Invesst and Reflexivity each do best.ShowHide
Where each one shines
What Invesst and Reflexivity 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 Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search tools across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitoring portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
Every detail we compared
Every tracked attribute for Invesst and Reflexivity, side by side.ShowHide
Every detail we compared
Every tracked attribute for Invesst and Reflexivity, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptos | StocksETFsBondsCommoditiesCurrencies |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
Import methods | BrokerOAuth | CSVManual |
Integrations | SnapTrade | Not specified |
Export formats | Not specified | Excel |
| Plans & trust | ||
Security & compliance | Not specified | SOC2 |
Capability signals | Broker sync | Universe builderStress tests: Rates, FX, and EquityCrashPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | Invesst Inc.Country: United StatesSupport: Email | Knabble, Inc. (dba Reflexivity)Country: United StatesSupport: 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” | — |
| Entry paid plan | Subscription“Subscription (Monthly)” | — |
| Top plan | Subscription“Subscription (Annual)” | — |
Questions we keep getting
What's the difference between Invesst and Reflexivity?
Invesst leans toward screeners, valuation models, and portfolio, while Reflexivity puts more weight on screeners, quant, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Invesst or Reflexivity free to use?
Invesst has a free tier, so you can get started without paying anything. Reflexivity is paid-only. If budget matters, start with Invesst and see how far it takes you before opening your wallet.
Which is better for beginners: Invesst or Reflexivity?
Invesst is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Invesst or Reflexivity have an API?
Reflexivity has an API for programmatic access and custom integrations. Invesst doesn't, so you're working through its interface.
Should I choose Invesst or Reflexivity?
It depends on what you're after. Pick Invesst if valuation models matter to you; go with Reflexivity if you'd rather have quant and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do Invesst and Reflexivity cover?
Both cover stocks and ETFs. Invesst also handles cryptos. Reflexivity adds bonds, commodities, and currencies on top.
Do Invesst and Reflexivity offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Invesst and Reflexivity?
Reflexivity exports to Excel. Invesst is stingier about getting data out.
Can Invesst or Reflexivity connect to my broker?
Invesst syncs with brokers automatically. With Reflexivity, you're entering holdings by hand or importing files.
Which has a better stock screener: Invesst or Reflexivity?
Both Invesst and Reflexivity 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 Reflexivity?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.