Tool Comparison
Invesst vs Reflexivity
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want valuation models.
- You're newer to investing and want something approachable
- Paid from
- $99.99/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want quant, performance attribution, and scenario & stress tests.
Pick Invesst instead if
Invesst
Free · Web
- You want valuation models.
- You're newer to investing and want something approachable
Start here
Reflexivity
Free • From $99.99/mo · Web · API
- You want an API so you can script or automate things
- You want quant, performance attribution, and scenario & stress tests.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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: 13 categories to Invesst's 5, including quant, performance attribution, and scenario & stress tests. Invesst counters by being completely free.
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Invesst
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Key differences at a glance
- Broker sync
- Invesst
- Broader coverage
- Reflexivity13 vs 5 categories
- API access
- Reflexivity
- Beginner friendly
- Invesst
- Free plan
- Both
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 with read-only portfolio access 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 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.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $99.99/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 7 limits: Basic via IBKR: market coverage: US equities, Basic via IBKR: news sources: Benzinga only +5 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | Yes | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | — | — |
Categories covered | 5 | 13 |
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 |
Standout features
The best features of Invesst and Reflexivity.ShowHide
Standout features
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 with read-only portfolio access 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 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.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
All details
Every attribute we track for Invesst and Reflexivity.ShowHide
All details
| 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 |
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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Open Beta” | Free“Basic via IBKR”market coverage: US equities · news sources: Benzinga only · +2 more |
| Entry paid plan | — | $99.99/mo“Plus via IBKR”market coverage: Global · alfred queries: Unlimited · +1 more |
| Custom / enterprise | — | Contact sales“Institutional” |
Alternatives
Free alternatives
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.
How much do Invesst and Reflexivity cost?
Good news: both Invesst and Reflexivity have free plans, so you can run them side by side and only pay if you hit a wall.
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.
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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.