Pricing
Your research advantage starts here.
Institutional-grade portfolio intelligence. From first research question to client-ready proposal.
7-Day Free Trial
Self Directed Pro
$200/month
Full research power for individual investors. Start with a 7-day free trial.
Brokerages
3Positions
150Refreshes
daily + 5 on-demand- Unlimited questions per chat
- 40 tools per question
- 10 agents per question
- AgentLab (AI Research Assistant)
- DataLab (Data Terminal)
No credit card required
Recommended for Advisors
Advisor Premium
Contact Us
Prospecting, proposals, portfolio construction, and compliance-ready audit trails.
Unlimited
Brokerages • Positions • Custodial • Refreshes
Everything in Pro, plus:
- AdvisorLab (Prospecting & Proposals)
- Model Portfolio Backtesting & Construction
- Portfolio Optimization
- Tax Optimization Engine
- CIO Governance Layer
Volume discounts available
Enterprise
Contact Sales
Multi-advisor deployment with custom integrations and dedicated support.
Unlimited
Brokerages • Positions • Custodial • Refreshes
Everything in Premium, plus:
- Custom Integrations
- AdvisorLab (Prospecting & Proposals)
- Model Portfolio Backtesting & Construction
- Portfolio Optimization
- Tax Optimization Engine
See what's included at every level
| Compare Plans | Self Directed Pro $200/month | Advisor Premium Recommended Contact Us | Enterprise Contact Sales |
|---|---|---|---|
| Core Limits | |||
| Free Trial | 7 Days | Not included | Not included |
| Questions per Chat | Unlimited | Unlimited | Unlimited |
| Tools per Question | 40 | Unlimited | Unlimited |
| Agents per Question | 10 | Unlimited | Unlimited |
| Connected Brokerages | 3 | Unlimited | Unlimited |
| Tracked Positions | 150 | Unlimited | Unlimited |
| Position Refreshes | Daily + 5 on-demand | Unlimited | Unlimited |
| Custom Integrations | Not included | Not included | Included |
| Team Collaboration | Not included | Not included | Included |
| Multi-User | Not included | Not included | Included |
| AgentLab — AI Research Assistant | |||
| Model Portfolio Backtesting & Construction | Not included | Included | Included |
| Technical Analysis Backtesting | Included | Included | Included |
| Advanced Stock Screening | Included | Included | Included |
| Portfolio Optimization & Risk Analysis | Not included | Included | Included |
| Event Backtesting | Included | Included | Included |
| Rolling Drawdown, Beta & Correlation Analysis | Included | Included | Included |
| Scenario Analysis (Rate Shocks, Macro What-Ifs) | Included | Included | Included |
| Model Portfolio Comparison (Advisors) | Not included | Included | Included |
| Custom Function Tool Calling | Not included | Not included | Included |
AI Investment Agents Search AgentStrategy Backtesting AgentFinancial Analysis Agent (SEC Filings)Research AgentMacroeconomic Analysis Agent+10 more | Included | Included | Included |
| AdvisorLab — Prospecting & Proposals | |||
| Automatic Prospecting Analysis | Not included | Included | Included |
| Nobel Prize Behavioral Finance Suitability Analysis | Not included | Included | Included |
| Statement-to-Proposal Workflows | Not included | Included | Included |
| Client-Ready Insights & Reports | Not included | Included | Included |
Tax Optimization Engine Capital Gains Tax Calculator (State-Specific)Roth Conversion Optimizer (IRMAA/ACA Analysis)Tax Lot Optimizer (HIFO & TaxMin Strategies)Asset Location OptimizerTax Loss Harvesting (Lot-Level, State-Specific) | Not included | Included | Included |
| DataLab — AI-Native Data Terminal | |||
| Multi-Asset Research (Equities, Crypto, Forex, ETFs) | Included | Included | Included |
| Interactive Price & Volume Charts | Included | Included | Included |
| Financial Statement Breakdowns | Included | Included | Included |
| Macroeconomic Analysis & Cross-Asset Relationships | Included | Included | Included |
| SEC Investment Intelligence (Filing Search) | Included | Included | Included |
| Options Data & Analysis | Included | Included | Included |
| Earnings Transcripts | Included | Included | Included |
| Economic Calendars | Included | Included | Included |
| Customizable Data Sources | Not included | Not included | Included |
| Portfolio Analytics | |||
| Model Portfolio Uploads | 3 | Unlimited | Unlimited |
| Multi-Client Portfolio UploadsComing Soon | Not included | Unlimited | Unlimited |
| Portfolio Monitoring & AlertingComing Soon | 3 | Unlimited | Unlimited |
| Advisor Hierarchy | |||
| Client Hierarchy Organization (Households, Companies & Trusts) | Not included | Included | Included |
| Automated Note Inheritance | Not included | Included | Included |
| Personalized AI Context Injection | Not included | Included | Included |
| CRM Integration (Wealthbox) | Not included | Included | Included |
| Spreadsheet / CSV Client Import | Not included | Included | Included |
| Data Access | |||
| Fundamental Data History | 3 Years | 15 Years | 15 Years |
| Stock / ETF Data History | 10 Years | 50 Years | 50 Years |
| Unlimited Downloadable Input/Output Data | Not included | Included | Included |
| Support & Security | |||
| No Customer Data Used for Model Training | Not included | Included | Included |
| Compliance Traceability & Audit Trails | Not included | Included | Included |
| 24-Hour Turnaround for Surprise Exam Tickets | Not included | Included | Included |
| Dedicated Priority Support | Not included | Not included | Included |
MCP Platform
Built for developers. Scales for teams.
Bring DeepVest's analysis into your own applications via the Model Context Protocol. Higher rate limits and bulk pricing available for teams running at scale.
Developer
API Access
AgentLab (AI Research Assistant)
Model Portfolio Backtesting & Construction
Technical Analysis Backtesting
Portfolio Optimization
Advanced Stock Screening
Enterprise
Higher rate limits
Bulk pricing
Free every month
1,000 credits
No card required
Pay as you go
$0.025
per credit · $1 = 40 credits
Enterprise
Custom
Volume rates · SLA
Top-up packs
$5 · 200 credits$25 · 1,000 credits$100 · 4,000 creditsCustom amounts from $5 · Auto-reload optional
DeepVestAI-powered portfolio intelligence for financial advisors. Institutional-grade analysis, zero hallucinations, fully auditable.
Pricing
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