VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View InvesstView StocknearBack to Home

Head-to-head

Invesst vs Stocknear comparison

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

Quick takeaways

Invesst adds Valuation Models, and Portfolio coverage that Stocknear skips.

Stocknear includes Options & Derivatives, Data Visualizations, Watchlist, News, Alerts, Calendar, Dark Pool & Off-Exchange, Financials, ETF Overview, ETF Holdings, ETF Performance, Analyst Price Targets, Analyst Recommendations, Analyst Forecasts, Insider Data, 13F, US Government Trades, and Dividend categories that Invesst omits.

Invesst 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., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics..

Stocknear is known for: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..

Stocknear keeps a free entry point that Invesst lacks.

Invesst logo

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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Stocknear logo

Stocknear

stocknear.com

EU-built stock research platform focused on U.S. markets. Features real-time options flow (Benzinga), 15‑min delayed dark-pool prints, analyst targets/ratings, hedge-fund 13F explorer, U.S. Congress trades, earnings calendar/news feed, business metrics, watchlists and alerts, plus an AI Agent for conversational research. Market data/fundamentals/ETF analytics are sourced from Financial Modeling Prep; options chains from Intrinio (OPRA). Company is Stocknear GmbH (Siegen, Germany). No public API as of Sept 2025.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
  • Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
  • Dark pool & off-exchange trade tape (15‑minute delay).
  • Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
  • U.S. Congress trading dashboard access.

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Screeners, AI, and AI Chat.

Where they differ

Invesst

Distinct strengths include:

Valuation Models
Portfolio
  • 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.”

Stocknear

Distinct strengths include:

Options & Derivatives
Data Visualizations
Watchlist
News
Alerts
Calendar
Dark Pool & Off-Exchange
Financials
  • Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
  • Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
  • Dark pool & off-exchange trade tape (15‑minute delay).
  • Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.

Feature-by-feature breakdown

AttributeInvesstStocknear
Categories

Which research workflows each platform targets

Shared: Screeners, AI, AI Chat

Unique: Valuation Models, Portfolio

Shared: Screeners, AI, AI Chat

Unique: Options & Derivatives, Data Visualizations, Watchlist, News, Alerts, Calendar, Dark Pool & Off-Exchange, Financials, ETF Overview, ETF Holdings, ETF Performance, Analyst Price Targets, Analyst Recommendations, Analyst Forecasts, Insider Data, 13F, US Government Trades, Dividend

Asset types

Supported asset classes and universes

Stocks, ETFs, Cryptos

Stocks, ETFs, Options

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

  • 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

  • Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
  • Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
  • Dark pool & off-exchange trade tape (15‑minute delay).
  • Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
  • U.S. Congress trading dashboard access.
  • Analyst section with ratings, price targets, and EPS/revenue forecasts.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

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Frequently Asked Questions

Which workflows do Invesst and Stocknear both support?

Both platforms cover Screeners, AI, 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?

Stocknear 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 Stocknear?

Both Invesst and Stocknear 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 Stocknear stands out for Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

These profiles share overlapping coverage with both sides of this matchup.

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.