★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Stocknear checked August 4, 2026
Tool Comparison
Invesst vs Stocknear
Pick Invesst instead if
Invesst
Free • Paid plans available · Web
- You care about valuation models and portfolio, things Stocknear doesn't offer
Start here
Stocknear
Free • From $10/mo · Web
- You care about options, data visualizations, and watchlist, 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 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
Vote once to reveal the community verdict.
Stocknear
Vote once to reveal the community verdict.
Key differences at a glance
- Broker sync
- Invesst
- Free trial
- Stocknear7 days
- Broader coverage
- Stocknear18 vs 5 categories
- Free plan
- Both
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 | Free • From $10/mo |
Free tier | Yes | Yes |
Free trial | — | 7 days |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | SnapTrade | 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 |
Where each one shines
What Invesst and Stocknear each do best.ShowHide
Where each one shines
What Invesst and Stocknear 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 Stocknear does best
- Research coverage for ticker pages with tabs for financials, statistics, business metrics, forecasts, dark pool, options, insider activity, dividends, and history.
- Monitoring real-time options flow and unusual options activity, with options-chain data sourced through OPRA-related providers.
- Dark-pool and off-exchange activity views for context, while noting that some historical data disclosures still reference exchange delays.
- Views for reviewing hedge-fund 13F holdings, downloadable institution lists, U.S.
- Tracking analyst price targets, EPS and revenue forecasts, earnings calendars, market news, and event-driven research updates.
Every detail we compared
Every tracked attribute for Invesst and Stocknear, side by side.ShowHide
Every detail we compared
Every tracked attribute for Invesst and Stocknear, side by side.| 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 | SnapTrade | 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.
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” | Free“Basic” |
| Entry paid plan | Subscription“Subscription (Monthly)” | $10/mo“Plus” |
| Tier 2 | Subscription“Subscription (Annual)” | $20/mo“Pro” |
| Top plan | — | $599 once“Lifetime Pro” |
| Free trial | — | 7 days |
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.