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View plans and limitsDeepVest vs Microsoft 365 Copilot:
which should you use?
DeepVest and Microsoft 365 Copilot, side by side. Find the one that fits what you need to do.
Find your best fitThe 30-second answer
Pricing, simplified
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$25.2 a month
View plans and limitsThe 30-second comparison
If you only read one section, make it this one. Rows where both sides say the same thing are left out — the point is where they differ. Where each row came from is listed underneath.
| Category | DeepVest | Microsoft 365 Copilot | Better fit |
|---|---|---|---|
| What it's built for | Sixty-nine financial analysis tools reached over MCP rather than through a chat window of its own — prices and fundamentals, screeners, options pricing, DCF valuations, dividend history and SEC filing analysis, called by whichever AI assistant you already use. | Sits inside Word, Excel, Outlook and Teams, so it works on the documents and meetings a company already has. The closest thing to AI that needs no change of habit. | Microsoft 365 Copilot |
| Fit for business, finance & professional work | Strong fit | Built for this | Microsoft 365 Copilot |
| Free plan | Yes. 1,000 credits a month with no card required; unused free credits do not roll over | No. Paid from the start. | DeepVest |
| Cheapest way to pay | No verified ladder yet. | $25.2 a month. | Tie |
| What the paid tiers cost |
|
| Tie |
| What to watch out for | Billed in credits at $0.025 each and the tools differ enormously: two credits for a news search, ten for a quick analysis, sixteen for a backtest, 550 for a long SEC filing. A thousand free credits a month sounds generous until one filing analysis takes half of them. | An add-on rather than a standalone purchase: the enterprise Copilot seat is $30 a user a month on top of a qualifying Microsoft 365 licence you must already hold, and Copilot Chat is only included if you already pay for an eligible subscription. Agents need an Azure subscription on top again. | Tie |
| Who it is usually for | General use. | working professionals | Tie |
| Made by | DeepVest — . | Microsoft — Redmond, US. | Tie |
Microsoft 365 Copilot is ahead on 2 of the 8 rows compared, 1 of them about how well it does the job itself, against 1 to DeepVest. It is a single row of daylight, so read DeepVest’s column before deciding.
Microsoft 365 Copilot
Sits inside Word, Excel, Outlook and Teams, so it works on the documents and meetings a company already has.
Sixty-nine financial analysis tools reached over MCP rather than through a chat window of its own — prices and fundamentals, screeners, options pricing, DCF valuations, dividend history and SEC filing analysis, called by whichever AI assistant you already use.
DeepVest is the better answer when the job is what it was built for rather than what the pick above does broadly.
How we know
Every row that separated these two, and where it came from. Nothing here is a hands-on test — if a line rests on a vendor’s own pricing page, it says so and links it.
| Row | Favours | Weight | Where it came from |
|---|---|---|---|
| What it's built for | Microsoft 365 Copilot | How well it does the job | From this site’s own catalogue record for each product — compiled by hand, not imported. How a product gets listed |
| Fit for business, finance & professional work | Microsoft 365 Copilot | How well it does the job | Both products are listed under business, finance & professional work in the catalogue, and this is the fit recorded against each listing. Everything listed under business, finance & professional work |
| Free plan | DeepVest | How well it does the job | From each vendor’s own pricing page. Dates and pages are listed below. |
The prices
DeepVest. Read by hand off deepvest.ai on 4 September 2026. It is not on the monthly re-check, so confirm there before paying. deepvest.ai
Microsoft 365 Copilot. Read by hand off microsoft.com on 4 September 2026. It is not on the monthly re-check, so confirm there before paying. microsoft.com/en-us/microsoft-365-copilot/pricing
The ratings
The category these two share. Business, Finance & Professional Work — both are listed there in the catalogue, and the fit recorded against each listing is a judgement made here, by hand.
The nine-category grid below. Derived from what each product is listed for, by one script, once per build — so the same pair always reads the same. It is a derivation, not a review.
What this is not
Neither product was run side by side to produce this page. Nobody was paid to appear on it and nothing here is ranked by commission.
To put the same question to both and read the answers yourself, run them side by side — that is a live test, and this is not.
Choose based on what you’re doing
All ten categories, including the ones where neither of these is the answer. These ratings are derived from what each product is listed for, not from running it — a rating here is a reading of the record, and the record is linked.
General-Purpose AI Assistants
Questions, brainstorming, explanations, everyday tasks, decision-making, general advice.
Search, Research & Academics
Web research, deep research, books, academic papers, citations, news, fact-checking.
Writing, Communication & Language
Emails, reports, essays, editing, summarizing, translation, presentations.
Coding, Data & Technical Work
Programming, debugging, data analysis, spreadsheets, math, engineering, technical research.
Business, Finance & Professional Work
Business strategy, investing, market research, legal, sales, HR, accounting, consulting.
Image & Design
Image generation, photo editing, logos, graphics, product design, advertising creatives.
Video
Video generation and editing, clipping, subtitles, avatars, animation and motion capture.
Audio, Voice & Music
Voice generation, transcription, music, dubbing, sound cleanup and podcast production.
Marketing & Content Creation
Social media, SEO, advertising, copywriting, content ideas, scripts, brand development.
Productivity, Automation & Personal Life
AI agents, workflows, scheduling, meetings, organization, shopping, travel, personal finance.
Sixty-nine financial analysis tools reached over MCP rather than through a chat window of its own — prices and fundamentals, screeners, options pricing, DCF valuations, dividend history and SEC filing analysis, called by whichever AI assistant you already use.
Sits inside Word, Excel, Outlook and Teams, so it works on the documents and meetings a company already has.
by MicrosoftPricing, simplified
The plans people actually compare, read from each vendor’s own page.
Tell us what you use AI for
Pick your main job and the verdict below changes to match. Every answer is on the page already, so this works as a reader, not a lookup.
Frequently asked questions
Is DeepVest or Microsoft 365 Copilot better?
Microsoft 365 Copilot is ahead on 2 of the 8 rows compared, 1 of them about how well it does the job itself, against 1 to DeepVest. It is a single row of daylight, so read DeepVest’s column before deciding. Microsoft 365 Copilot is built for business, finance & professional work; DeepVest does it well without it being its focus; only DeepVest has a free plan. DeepVest: Sixty-nine financial analysis tools reached over MCP rather than through a chat window of its own — prices and fundamentals, screeners, options pricing, DCF valuations, dividend history and SEC filing analysis, called by whichever AI assistant you already use. Microsoft 365 Copilot: Sits inside Word, Excel, Outlook and Teams, so it works on the documents and meetings a company already has. The closest thing to AI that needs no change of habit.
Is DeepVest or Microsoft 365 Copilot cheaper?
Only one of the two publishes a ladder we have verified, so a like-for-like comparison is not possible yet.
Do DeepVest and Microsoft 365 Copilot both have free plans?
DeepVest does — 1,000 credits a month with no card required; unused free credits do not roll over. Microsoft 365 Copilot does not.
What should I watch out for?
DeepVest: Billed in credits at $0.025 each and the tools differ enormously: two credits for a news search, ten for a quick analysis, sixteen for a backtest, 550 for a long SEC filing. A thousand free credits a month sounds generous until one filing analysis takes half of them. Microsoft 365 Copilot: An add-on rather than a standalone purchase: the enterprise Copilot seat is $30 a user a month on top of a qualifying Microsoft 365 licence you must already hold, and Copilot Chat is only included if you already pay for an eligible subscription. Agents need an Azure subscription on top again.
Read more
What it is for, who makes it, what it costs and what to use instead.
What it is for, who makes it, what it costs and what to use instead.
Business strategy, investing, market research, legal, sales, HR, accounting, consulting.