>_ alternatives to DeepVest
8 portfolio management tools that do a similar job to DeepVest, with the facts side-by-side.
See full data, pricing and features on the DeepVest profile page.
the tool you're replacing
DeepVest— AI portfolio-intelligence platform for financial advisors and RIAs — turns prospect statements into client-ready proposals, runs portfolio backtests, scenario/what-if analysis, and tax optimization, with full audit trails for SEC compliance.
Multi-assetPortfolio Management$$$-CALL· Compliance-first AI portfolio analysis with full audit trails — no LLM hallucinations
ai portfolio-intelligence platform for financial advisors and rias — turns prospect statements into client-ready diagnostics in under 10 minutes, runs backtests across 50+ years of historical data, natural language portfolio optimization with mean-variance and custom constraints, cross-asset research terminal (equities, etfs, crypto, forex, commodities), complete audit trails with timestamps and data sourcing for sec scrutiny.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| DeepVest (this tool) | financial advisors and rias who build custom portfolios, analyze prospect statements for client acquisition, and need institutional-grade research with full compliance documentation. | $$$-CALL free tier | Free $0 · Pro $29.99 | RIA |
| Surmount | AI agents build and automate custom investment strategies without coding | $-$$ | — | — |
| testfolio | investors running portfolio simulations and allocation research with etfs | $? free tier | Free $0 · Pro $12.50/month, billed annually · Pro+ $25/month, billed annually | Retail |
| Portfolio Visualizer | investors running historical portfolio backtests, monte carlo simulations, and tactical asset allocation models across funds and asset classes. | FREE free tier | Free $0 | Retail, RIA |
| PortfolioPilot | self-directed investors managing their own portfolios across multiple asset types | FREE-$$ free tier | Free $0 · Gold $20/month when billed annually · Platinum $49/month when billed annually · Pro starts at $99/month | Retail |
| Guardfolio | self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account. | $$ | Guardian Pro $20.99/mo (annual) or $29.99/mo (monthly) · Guardian Elite $28.91/mo (annual promotional) or $59/mo (monthly) | Retail |
| Souppe | 8-dimension risk scoring with single-security suggestions ranked by strengthening impact | FREE-$ free tier | — | — |
| TradeFrame | users seeking institutional-grade market intelligence with integrated ai analysis and portfolio monitoring | $-$$$ | — | — |
| Astor | busy professionals (tech workers, consultants, bankers, founders) seeking 24/7 ai-powered guidance on their existing portfolios without hiring a traditional advisor. | FREE-$$ free tier | Free $0 · Pro Monthly $9.99/mo (was $14.99) · Pro Annual $119.99/yr · Max $39.99/mo | Retail |
free alternatives to DeepVest
- testfolio — investors running portfolio simulations and allocation research with etfs · Free $0 · Pro $12.50/month, billed annually · Pro+ $25/month, billed annually
- Portfolio Visualizer — investors running historical portfolio backtests, monte carlo simulations, and tactical asset allocation models across funds and asset classes. · Free $0
- PortfolioPilot — self-directed investors managing their own portfolios across multiple asset types · Free $0 · Gold $20/month when billed annually · Platinum $49/month when billed annually · Pro starts at $99/month
- Souppe — 8-dimension risk scoring with single-security suggestions ranked by strengthening impact
- Astor — busy professionals (tech workers, consultants, bankers, founders) seeking 24/7 ai-powered guidance on their existing portfolios without hiring a traditional advisor. · Free $0 · Pro Monthly $9.99/mo (was $14.99) · Pro Annual $119.99/yr · Max $39.99/mo
- Surmount— Automates personalized multi-asset investment strategies using AI-built or user-created portfolios connected to existing brokerage accountsMulti-assetPortfolio Management$-$$· AI agents build and automate custom investment strategies without coding
- testfolio— Backtests portfolios with asset allocation comparison, rebalancing modeling, cashflow analysis, and historical risk-return metrics for ETFs.Multi-assetPortfolio Management$?· models rebalancing and cashflows in historical portfolio simulations
- Portfolio Visualizer— Free backtesting and asset-allocation analysis across funds, asset classes, and custom portfolios with data back to 1987.
- PortfolioPilot— Provides AI-driven portfolio recommendations, tax-loss harvesting, retirement simulations, and estate planning for self-directed investors with multi-asset net worth tracking.Multi-assetPortfolio ManagementFREE-$$· SEC-registered AI advisor delivering personalized investment recommendations
- Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alertsMulti-assetPortfolio Tracking$$· ETF look-through analysis reveals duplicate holdings hidden inside funds
- Souppe— Scores portfolios across 8 risk dimensions and suggests specific securities that strengthen weak spots, showing projected impact before purchase.Multi-assetPortfolio ManagementFREE-$· 8-dimension risk scoring with single-security suggestions ranked by strengthening impact
- TradeFrame— Provides institutional-grade market intelligence combining AI-powered analysis, trade decision tools, and portfolio monitoring in a unified platform.
- Astor— Provides AI-powered investment advice by analyzing connected brokerage accounts and answering portfolio questions via text or voice chatMulti-assetAI AgentsFREE-$$· SEC-registered AI advisor you can call or text 24/7 about your actual holdings