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Pricing
One workspace for your whole front office.
Proposal generation, financial planning, market data, portfolio analysis, and continuous monitoring, with complete compliance audit trails. Pick the plan that fits your firm.
7-Day Free Trial
Self Directed Pro
$200/month
Full research power for individual investors. Start with a 7-day free trial.
- Brokerages
- 3
- Positions
- 150
- Refreshes
- daily + 5 on-demand
- Unlimited questions per chat
- 40 tools per question
- 10 agents per question
- AgentLab (AI Research Assistant)
- Portfolio Optimization
- Model Portfolio Backtesting & Construction
Recommended for Advisors
Advisor Premium
Contact Us
Prospecting, proposals, portfolio construction, and compliance-ready audit trails.
UnlimitedBrokerages • Positions • Custodial • Refreshes
Everything in Pro, plus:
- AdvisorLab (Prospecting & Proposals)
- PlanLab (Financial Planning)
- MonitorLab (Market Monitoring)
- Tax Optimization Engine
- CIO Governance Layer
Volume discounts available
Enterprise
Contact Sales
Multi-advisor deployment with custom integrations and dedicated support.
UnlimitedBrokerages • Positions • Custodial • Refreshes
Everything in Premium, plus:
- Custom Integrations
DeepVest Day One
Built for RIAs from day one.
New and emerging RIAs get the full DeepVest workspace for $100/month per advisor for their first 12 months. The same agentic front office established firms run on, without the overhead.
First 12 months, per advisor
$100/month
Standard price $500/month
- 12-month term
- First two years of operation
- 3 or fewer advisors
See what's included at every level
| Compare Plans | Self Directed Pro$200/month | Advisor PremiumRecommendedContact Us | EnterpriseContact 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 | Included | Included | Included |
| Technical Analysis Backtesting | Included | Included | Included |
| Advanced Stock Screening | Included | Included | Included |
| Portfolio Optimization & Risk Analysis | 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) | Included | Included | Included |
| Custom Function Tool Calling | Not included | Not included | Included |
| Included | Included | Included | |
| Search Agent | Included | Included | Included |
| Strategy Backtesting Agent | Included | Included | Included |
| Financial Analysis Agent (SEC Filings) | Included | Included | Included |
| Research Agent | Included | Included | Included |
| Macroeconomic Analysis Agent | Included | Included | Included |
| Document Processing Agent | Included | Included | Included |
| Asset Analysis Agent | Included | Included | Included |
| Technical Analysis Agent | Included | Included | Included |
| Market & Economy Link Agent | Included | Included | Included |
| Quick Analysis Agent | Included | Included | Included |
| Screening Agent | Included | Included | Included |
| Math Wizard | Included | Included | Included |
| Options Analysis Agent | Included | Included | Included |
| Earnings Transcript Analysis Agent | Included | Included | Included |
| Portfolio Agent | 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 |
| Not included | Included | Included | |
| Capital Gains Tax Calculator (State-Specific) | Not included | Included | Included |
| Roth Conversion Optimizer (IRMAA/ACA Analysis) | Not included | Included | Included |
| Tax Lot Optimizer (HIFO & TaxMin Strategies) | Not included | Included | Included |
| Asset Location Optimizer | Not included | Included | Included |
| Tax 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 & Alerting | 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 credits
Custom amounts from $5 · Auto-reload optional
Your Team's Best Work For Every Client. The Whole Firm Grows Faster.
Join wealth teams using DeepVest to win more clients, standardize their process, and scale without sacrificing the personal relationship.