Updated 4 September 2026 · Independent comparison

DeepVest 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 fit

The 30-second answer

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 is built for business, finance & professional work.

Pricing, simplified

Start free. Upgrade when you need more.

1 of 2 have a free plan 0 of 2 prices re-read automatically · how we know No paid placement

The 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.

DeepVest and Microsoft 365 Copilot side by side, with the better fit for each row.
CategoryDeepVestMicrosoft 365 CopilotBetter fit
What it's built forSixty-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 workStrong fitBuilt for thisMicrosoft 365 Copilot
Free planYes. 1,000 credits a month with no card required; unused free credits do not roll overNo. Paid from the start.DeepVest
Cheapest way to payNo verified ladder yet.$25.2 a month.Tie
What the paid tiers cost
  • One person, from priced on request
  • Enterprise, priced on request
  • One person, from priced on request
  • Per seat, from $25.20/month
  • Enterprise, from $30/month billed yearly
Tie
What to watch out forBilled 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 forGeneral use.working professionalsTie
Made byDeepVest — .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.

Overall pick

Microsoft 365 Copilot

Sits inside Word, Excel, Outlook and Teams, so it works on the documents and meetings a company already has.

✓ The job is mainly business, finance & professional work ✓ Sits inside Word, Excel, Outlook and Teams, so it works on the documents and meetings a company already has. ✓ You are among working professionals ✓ It is built for business, finance & professional work
Choose DeepVest instead if…

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.

✓ 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. ✓ You want to start without paying anything ✓ 1,000 credits a month with no card required; unused free credits do not roll over

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.

The 3 rows that decided this page, with the source for each.
RowFavoursWeightWhere it came from
What it's built forMicrosoft 365 CopilotHow well it does the jobFrom this site’s own catalogue record for each product — compiled by hand, not imported. How a product gets listed
Fit for business, finance & professional workMicrosoft 365 CopilotHow well it does the jobBoth 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 planDeepVestHow well it does the jobFrom 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.

01

General-Purpose AI Assistants

Questions, brainstorming, explanations, everyday tasks, decision-making, general advice.

DeepVest
Bad fit
Microsoft 365 Copilot
Not a good fit
Best choice: Neither
02

Search, Research & Academics

Web research, deep research, books, academic papers, citations, news, fact-checking.

DeepVest
Bad fit
Microsoft 365 Copilot
Not a good fit
Best choice: Neither
03

Writing, Communication & Language

Emails, reports, essays, editing, summarizing, translation, presentations.

DeepVest
Bad fit
Microsoft 365 Copilot
Not a good fit
Best choice: Neither
04

Coding, Data & Technical Work

Programming, debugging, data analysis, spreadsheets, math, engineering, technical research.

DeepVest
Bad fit
Microsoft 365 Copilot
Bad fit
Best choice: Neither
05

Business, Finance & Professional Work

Business strategy, investing, market research, legal, sales, HR, accounting, consulting.

DeepVest
Bad fit
Microsoft 365 Copilot
Built for this
Best choice: Microsoft 365 Copilot
06

Image & Design

Image generation, photo editing, logos, graphics, product design, advertising creatives.

DeepVest
Bad fit
Microsoft 365 Copilot
Bad fit
Best choice: Neither
07

Video

Video generation and editing, clipping, subtitles, avatars, animation and motion capture.

DeepVest
Bad fit
Microsoft 365 Copilot
Bad fit
Best choice: Neither
08

Audio, Voice & Music

Voice generation, transcription, music, dubbing, sound cleanup and podcast production.

DeepVest
Bad fit
Microsoft 365 Copilot
Bad fit
Best choice: Neither
09

Marketing & Content Creation

Social media, SEO, advertising, copywriting, content ideas, scripts, brand development.

DeepVest
Bad fit
Microsoft 365 Copilot
Not a good fit
Best choice: Neither
10

Productivity, Automation & Personal Life

AI agents, workflows, scheduling, meetings, organization, shopping, travel, personal finance.

DeepVest
Bad fit
Microsoft 365 Copilot
Not a good fit
Best choice: Neither
Pick DeepVest if

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.

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.
You want to start without paying anything
1,000 credits a month with no card required; unused free credits do not roll over
Pick Microsoft 365 Copilot if

Sits inside Word, Excel, Outlook and Teams, so it works on the documents and meetings a company already has.

by Microsoft
The job is mainly business, finance & professional work
Sits inside Word, Excel, Outlook and Teams, so it works on the documents and meetings a company already has.
You are among working professionals
It is built for business, finance & professional work

Pricing, simplified

The plans people actually compare, read from each vendor’s own page.

PricingSimple, up-to-date plan overview.
DeepVestby DeepVest
Free version
DeepVest
Yes — Free plan available1,000 credits a month with no card required; unused free credits do not roll over
Microsoft 365 Copilot
No — paid from the startPaid from the start
Individual plans
DeepVest
Pay as you go Custom pricing
Microsoft 365 Copilot
Microsoft 365 Copilot Chat —
Business plans
DeepVestNot sold to teams
Microsoft 365 Copilot
From $25.20 / user / monthFrom $21 / user / month (annual)Microsoft 365 Copilot Business, Microsoft 365 Business Standard with Copilot, Microsoft 365 Business Premium with Copilot
Enterprise
DeepVest
Custom pricing
Microsoft 365 Copilot
From $30 / user / month (annual)Microsoft 365 Copilot, the enterprise seat
View full details
Interactive

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.

The verdict for that job
Microsoft 365 Copilot
Microsoft 365 Copilot. It is built for business, finance & professional work; DeepVest does it well without it being its focus; only DeepVest has a free plan.
8 rows compared

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

DeepVest

What it is for, who makes it, what it costs and what to use instead.

Microsoft 365 Copilot

What it is for, who makes it, what it costs and what to use instead.

Best AI for Business

Business strategy, investing, market research, legal, sales, HR, accounting, consulting.