>_ alternatives to DeepVest
6 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$$$-CALL· Compliance-first AI portfolio analysis with full audit trails — no LLM hallucinations
ai portfolio-intelligence platform for financial advisors and rias — turns prospect statements into client-ready diagnostics in under 10 minutes, runs backtests across 50+ years of historical data, natural language portfolio optimization with mean-variance and custom constraints, cross-asset research terminal (equities, etfs, crypto, forex, commodities), complete audit trails with timestamps and data sourcing for sec scrutiny.
| tool | best for | pricing | who uses it |
|---|---|---|---|
| DeepVest (this tool) | financial advisors and rias who build custom portfolios, analyze prospect statements for client acquisition, and need institutional-grade research with full compliance documentation. | $$$-CALL | RIA |
| Surmount | AI agents build and automate custom investment strategies without coding | $-$$ | — |
| testfolio | backtesting ETF portfolios with customizable rebalancing and cashflow assumptions | $? | Retail |
| Portfolio Visualizer | investors running historical portfolio backtests, monte carlo simulations, and tactical asset allocation models across funds and asset classes. | FREE | Retail, RIA |
| PortfolioPilot | self-directed investors managing their own portfolios across multiple asset types | FREE-$$ | Retail |
| Guardfolio | self-directed investors and risk-conscious retirees who want to see total portfolio risk across every account. | $$ | Retail |
| Souppe | 8-dimension risk scoring with single-security suggestions ranked by strengthening impact | FREE-$ | — |
- Surmount— Automates personalized multi-asset investment strategies using AI-built or user-created portfolios connected to existing brokerage accountsMulti-assetPortfolio Management$-$$· 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