Tool Comparison
Invesst vs Stocknear
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want valuation models and portfolio.
- Paid from
- $10/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want options, data visualizations, and watchlist.
Pick Invesst instead if
Invesst
Free · Web
- You want valuation models and portfolio.
Start here
Stocknear
Free • From $10/mo · Web
- You want options, data visualizations, and watchlist.
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 Stocknear cover a lot of the same ground (3 shared categories, screeners, AI research, and AI chat), so for the basics you won't go far wrong with either. Stocknear simply does more: 18 categories to Invesst's 5, including options, data visualizations, and watchlist. Invesst counters by being completely free.
What readers say
Invesst
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Stocknear
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Key differences at a glance
- Broker sync
- Invesst
- Broader coverage
- Stocknear18 vs 5 categories
- 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 Stocknear does best
- Research coverage for ticker pages with tabs for financials, statistics, business metrics, forecasts, dark pool, options, insider activity, dividends, and history.
- Pro subscribers can monitor real-time options flow and unusual options activity.
- Review dark-pool and off-exchange activity.
- Plus and Pro subscribers can review 13F holdings, downloadable institution lists, and US congressional trades.
- Track analyst price targets, EPS and revenue forecasts, earnings calendars, and market news.
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 $10/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 15 limits: Basic: credits per month: 10, Basic: watchlists: 1 +13 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | — | Discord |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 5 | 18 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time and End of Day and Granularity: EOD | 4 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +2 more |
Data partners | — | 3 partners: marketData_and_fundamentals, options_flow +1 more |
Capabilities | Broker sync | AI summaries: News |
Security | — | Data residency: EU |
| Try it | Visit Invesst | Visit Stocknear |
Standout features
The best features of Invesst and Stocknear.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 Stocknear does best
- Research coverage for ticker pages with tabs for financials, statistics, business metrics, forecasts, dark pool, options, insider activity, dividends, and history.
- Pro subscribers can monitor real-time options flow and unusual options activity.
- Review dark-pool and off-exchange activity.
- Plus and Pro subscribers can review 13F holdings, downloadable institution lists, and US congressional trades.
- Track analyst price targets, EPS and revenue forecasts, earnings calendars, and market news.
All details
Every attribute we track for Invesst and Stocknear.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptos | StocksETFsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | Not specified | North America |
Coverage details | Identifiers: Ticker | Countries: US5 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Data partners | Not specified | marketData_and_fundamentalsoptions_flowoptions_chains |
| Access & integrations | ||
Import methods | BrokerOAuth | Manual |
Integrations | Not specified | Discord |
Export formats | Not specified | CSV |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EU |
Capability signals | Broker sync | AI summaries: News |
Vendor & support | Invesst Inc.Country: United StatesSupport: Email | Stocknear GmbHCountry: GermanyFounded 2024Support: Email and Chat |
Curation ratings | Methodology 2/5Reliability 3/5UX 3/5 | Methodology 4/5Reliability 3/5UX 4/5 |
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”credits per month: 10 · watchlists: 1 · +5 more |
| Entry paid plan | — | $10/mo“Plus”credits per month: 150 · stocks per watchlist: 100 · +2 more |
| Top plan | — | $20/mo“Pro”credits per month: 1,000 · stocks per watchlist: Unlimited · +2 more |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Invesst and Stocknear?
Invesst leans toward screeners, valuation models, and portfolio, while Stocknear puts more weight on screeners, options, and data visualizations. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Invesst and Stocknear cost?
Good news: both Invesst and Stocknear have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Invesst or Stocknear?
It depends on what you're after. Pick Invesst if valuation models and portfolio matter to you; go with Stocknear if you'd rather have options and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Invesst and Stocknear cover?
Both cover stocks and ETFs. Invesst also handles cryptos. Stocknear adds options on top.
Do Invesst and Stocknear offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Invesst and Stocknear?
Stocknear exports to CSV. Invesst is stingier about getting data out.
Can Invesst or Stocknear connect to my broker?
Invesst syncs with brokers automatically. With Stocknear, you're entering holdings by hand or importing files.
Which has a better stock screener: Invesst or Stocknear?
Both Invesst and Stocknear 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 Stocknear?
Invesst handles portfolio tracking. Stocknear is really a research tool; you'd track your portfolio elsewhere.
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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.