VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

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Tool Comparison

Invesst vs TradeBB comparison

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

Quick takeaways

Invesst adds Screeners, Valuation Models, AI, and AI Chat coverage that TradeBB skips.

TradeBB includes Data Visualizations, and Broker Connectors categories that Invesst omits.

TradeBB keeps a free entry point that Invesst lacks.

In depth comparison

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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TradeBB

tradebb.ai

Web-based trading journal and performance analytics for multi-asset traders. Supports broker connections (read-only data import) plus file/manual trade imports. Website promotes a free preview; public plan pricing was not found in reviewed pages.

Platforms

Web

Pricing

Free

Quick highlights

Multi-asset journal covering stocks, options, futures, forex, and crypto.
Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates.
Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics.
Trade log with standardized fields (symbol, side, entry/exit time, prices, quantity, net P&L, return, duration) and winners/losers/open trade summaries.
Daily Journal view with per-day performance stats and "Add/View Journal" workflow.

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Where they differ

Invesst

Distinct strengths include:

Screeners Valuation Models AI AI Chat

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.”

TradeBB

Distinct strengths include:

Data Visualizations Broker Connectors

Multi-asset journal covering stocks, options, futures, forex, and crypto.
Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates.
Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics.
Trade log with standardized fields (symbol, side, entry/exit time, prices, quantity, net P&L, return, duration) and winners/losers/open trade summaries.

Feature-by-feature breakdown

Attribute	Invesst	TradeBB
Categories Which research workflows each platform targets	Shared: Portfolio Unique: Screeners, Valuation Models, AI, AI Chat	Shared: Portfolio Unique: Data Visualizations, Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs, Cryptos	Stocks, Options, Futures, Currencies, Cryptos
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
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 Multi-asset journal covering stocks, options, futures, forex, and crypto. Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates. Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics. Trade log with standardized fields (symbol, side, entry/exit time, prices, quantity, net P&L, return, duration) and winners/losers/open trade summaries. Daily Journal view with per-day performance stats and "Add/View Journal" workflow. Calendar view showing daily net P&L and a monthly symbol breakdown.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Invesst and TradeBB both support?

Both platforms cover Portfolio workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

TradeBB 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 TradeBB?

Both Invesst and TradeBB 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 TradeBB stands out for Multi-asset journal covering stocks, options, futures, forex, and crypto., Broker connections plus file/manual import; import workflow supports CSV/XLSX/TXT/HTM and provides Excel templates., and Performance dashboard with Total Gross/Net P&L, Win Rate, Profit Factor, Per-Trade Expectancy, Avg Holding Time, and time-of-day/duration analytics..

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