Trendlyne is the closest drop-in replacement with overlapping coverage in Financials, Scores, and Data Visualizations while adding Screeners and Analyst Forecasts coverage and Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers). and Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests). features (category overlap ~75%).
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PRICE: 5 CENTS
Wednesday, October 15, 2025
Programmatic picks
Alternatives to Smartfin
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Smartfin against peers before committing to a long-term plan.
View free alternativesQuick takeaways
Free tiers remain available through Trendlyne, ChartMill, Fiscal.ai, Seeking Alpha, Stock Rover, TipRanks, GuruFocus, Simply Wall St, MarketWatch, Stocknear, Koyfin, TradingView, Tickertape, Yahoo Finance, Zacks (Zacks.com), Stock Unlock, Track Your Dividends (TYD), and Perplexity Finance for side-by-side testing.
Need mobile access? Trendlyne, Stockopedia, and Fiscal.ai bring phone-ready workflows that Smartfin lacks.
Round out your stack with new coverage areas like Screeners, Analyst Forecasts, Analyst Recommendations, and Options & Derivatives.
Smartfin still leads on AI Business Summary, so keep it handy for those workflows.
Similarity score 1550
Category overlap: 75%Shared coverage
Financials
Scores
Data Visualizations
Transcripts
Insider Data
Analyst Price Targets
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Screeners, Analyst Forecasts, and Analyst Recommendations coverage beyond what Smartfin offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with Smartfin if you still need Stock Ideas, Checklist, and AI Business Summary.
Adds coverage: Screeners, Analyst Forecasts, Analyst Recommendations, and Options & Derivatives
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1538
Category overlap: 75%Shared coverage
Stock Ideas
Financials
Scores
Data Visualizations
Insider Data
Analyst Price Targets
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, News, and Analyst Recommendations coverage beyond what Smartfin offers.
- Standout features include Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., and Ability to create custom expressions and filters in the screener for advanced screening logic..
- Pair it with Smartfin if you still need Transcripts, Checklist, and AI Business Summary.
Adds coverage: Screeners, News, Analyst Recommendations, and Analyst Forecasts
Standout features: Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., Ability to create custom expressions and filters in the screener for advanced screening logic., and Historical screener mode allows users to run any screen as of a past date.
Similarity score 1534
Category overlap: 75%Shared coverage
Stock Ideas
Financials
Scores
Data Visualizations
Checklist
Analyst Price Targets
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Subscription
Why investors switch
- Stockopedia adds mobile access for on-the-go monitoring.
- Expands into Screeners, Analyst Forecasts, and Analyst Recommendations coverage beyond what Smartfin offers.
- Standout features include Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..
- Pair it with Smartfin if you still need Transcripts, Insider Data, and AI Business Summary.
Adds coverage: Screeners, Analyst Forecasts, Analyst Recommendations, and Portfolio
Standout features: Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars., and Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.
Similarity score 1421
Category overlap: 67%Shared coverage
Financials
Data Visualizations
Transcripts
Insider Data
Analyst Price Targets
Watchlist
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Fiscal.ai adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Comparison, and Portfolio coverage beyond what Smartfin offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with Smartfin if you still need Stock Ideas, Scores, and Checklist.
Adds coverage: Screeners, Stock Comparison, Portfolio, and Dividends
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
Similarity score 1421
Category overlap: 67%Shared coverage
Financials
Scores
Data Visualizations
Transcripts
Analyst Price Targets
Watchlist
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what Smartfin offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with Smartfin if you still need Stock Ideas, Checklist, and Insider Data.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and Portfolio
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 1421
Category overlap: 67%Shared coverage
Financials
Scores
Data Visualizations
Transcripts
Analyst Price Targets
Watchlist
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what Smartfin offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with Smartfin if you still need Stock Ideas, Checklist, and Insider Data.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and ETF Comparison
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 1421
Category overlap: 67%Shared coverage
Stock Ideas
Financials
Scores
Insider Data
Analyst Price Targets
Watchlist
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, Screeners, and ETF Screeners coverage beyond what Smartfin offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with Smartfin if you still need Data Visualizations, Transcripts, and Checklist.
Adds coverage: Top Analysts, Screeners, ETF Screeners, and Analyst Forecasts
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Similarity score 1277
Category overlap: 58%Shared coverage
Stock Ideas
Financials
Scores
Transcripts
Insider Data
Alerts
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Comparison, and Portfolio coverage beyond what Smartfin offers.
- Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with Smartfin if you still need Data Visualizations, Checklist, and Analyst Price Targets.
Adds coverage: Screeners, Stock Comparison, Portfolio, and Backtesting
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 1277
Category overlap: 58%Shared coverage
Stock Ideas
Financials
Scores
Insider Data
Analyst Price Targets
Watchlist
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Simply Wall St adds mobile access for on-the-go monitoring.
- Expands into Screeners, Portfolio, and Valuation Models coverage beyond what Smartfin offers.
- Standout features include Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..
- Pair it with Smartfin if you still need Data Visualizations, Transcripts, and Checklist.
Adds coverage: Screeners, Portfolio, Valuation Models, and Analyst Forecasts
Standout features: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits., and Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
Similarity score 1263
Category overlap: 58%Shared coverage
Financials
Data Visualizations
Insider Data
Analyst Price Targets
Watchlist
Alerts
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- MarketWatch adds mobile access for on-the-go monitoring.
- Expands into News, Screeners, and Paper Trading coverage beyond what Smartfin offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with Smartfin if you still need Stock Ideas, Scores, and Transcripts.
Adds coverage: News, Screeners, Paper Trading, and Options
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 1243
Category overlap: 58%Shared coverage
Financials
Data Visualizations
Insider Data
Analyst Price Targets
Watchlist
Alerts
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Options & Derivatives, and News coverage beyond what Smartfin offers.
- Standout features include Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Pair it with Smartfin if you still need Stock Ideas, Scores, and Transcripts.
Adds coverage: Screeners, Options & Derivatives, News, and Dark Pool & Off-Exchange
Standout features: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., Dark pool & off-exchange trade tape (15‑minute delay)., and Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Similarity score 1134
Category overlap: 50%Shared coverage
Financials
Data Visualizations
Transcripts
Watchlist
Alerts
Calendar
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and News coverage beyond what Smartfin offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with Smartfin if you still need Stock Ideas, Scores, and Checklist.
Adds coverage: Screeners, ETF Screeners, News, and ETF Overview
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 1134
Category overlap: 50%Shared coverage
Stock Ideas
Financials
Data Visualizations
Watchlist
Alerts
Calendar
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TradingView adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Options & Derivatives coverage beyond what Smartfin offers.
- Standout features include Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., and Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations..
- Pair it with Smartfin if you still need Scores, Transcripts, and Checklist.
Adds coverage: Screeners, ETF Screeners, Options & Derivatives, and Portfolio
Standout features: Flexible charting with up to 16 charts per layout, synchronized by symbol and timeframe., Over 400 built-in indicators, 100,000+ community scripts, and 110+ drawing tools., Server-side alerts with 13 conditions, drawing-tool triggers, and webhook integrations., and Equity, ETF, forex, and crypto screeners with auto-refresh and export options.
Similarity score 1120
Category overlap: 50%Shared coverage
Financials
Scores
Insider Data
Analyst Price Targets
Watchlist
Alerts
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Tickertape adds mobile access for on-the-go monitoring.
- Expands into Screeners, Portfolio, and News coverage beyond what Smartfin offers.
- Standout features include Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., and End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day..
- Pair it with Smartfin if you still need Stock Ideas, Data Visualizations, and Transcripts.
Adds coverage: Screeners, Portfolio, News, and Dividends
Standout features: Web and mobile apps covering Indian stocks, mutual funds, and ETFs., Screeners with over 100 metrics; free users can build up to three custom filters, while Pro removes the limit., End-of-day data refresh: prices and volumes in the evening, F&O later at night, and fundamentals early the next day., and Broker integration with leading platforms such as Zerodha, Upstox, ICICI Direct, HDFC Securities, Groww, 5Paisa, and more, enabling portfolio sync and in-app trading.
Similarity score 1120
Category overlap: 50%Shared coverage
Financials
Data Visualizations
Analyst Price Targets
Watchlist
Alerts
Calendar
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Yahoo Finance adds mobile access for on-the-go monitoring.
- Expands into Screeners, Portfolio, and News coverage beyond what Smartfin offers.
- Standout features include Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..
- Pair it with Smartfin if you still need Stock Ideas, Scores, and Transcripts.
Adds coverage: Screeners, Portfolio, News, and Analyst Recommendations
Standout features: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data., and Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
Similarity score 1120
Category overlap: 50%Shared coverage
Scores
Transcripts
Analyst Price Targets
Watchlist
Alerts
Calendar
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Zacks (Zacks.com) adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Portfolio coverage beyond what Smartfin offers.
- Standout features include Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..
- Pair it with Smartfin if you still need Stock Ideas, Financials, and Data Visualizations.
Adds coverage: Screeners, ETF Screeners, Portfolio, and News
Standout features: Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., Stock, ETF, and mutual fund screeners with hundreds of filters., and Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
Similarity score 1108
Category overlap: 50%Shared coverage
Scores
Data Visualizations
Insider Data
Analyst Price Targets
Watchlist
Alerts
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Overview coverage beyond what Smartfin offers.
- Standout features include Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., and Custom watchlists with event notifications and alerts..
- Pair it with Smartfin if you still need Stock Ideas, Financials, and Transcripts.
Adds coverage: Screeners, Stock Comparison, ETF Overview, and ETF Holdings
Standout features: Coverage of more than 130,000 stocks and ETFs across 65 global exchanges., Portfolio tracking through manual entry or broker connections (via SnapTrade integration)., Custom watchlists with event notifications and alerts., and Proprietary “Insights Score” summarizing a company’s fundamentals at a glance.
Similarity score 1100
Category overlap: 50%Shared coverage
Stock Ideas
Financials
Scores
Data Visualizations
Watchlist
Alerts
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Portfolio, Dividends, and Screeners coverage beyond what Smartfin offers.
- Standout features include Broker and bank integration through Plaid; accounts update automatically each night., Free plan includes one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections., and Premium plan adds unlimited linked accounts, hand-picked alerts (including ex-dividend and payment dates), the TYD Dividend Safety Score, stock analysis and popularity rankings, a dividend screener, watchlists, ad-free browsing, and priority support..
- Pair it with Smartfin if you still need Transcripts, Checklist, and Insider Data.
Adds coverage: Portfolio, Dividends, Screeners, and Valuation Models
Standout features: Broker and bank integration through Plaid; accounts update automatically each night., Free plan includes one linked account, unlimited manual portfolios, basic dividend alerts, a dividend calculator, diversification analysis, and future value projections., Premium plan adds unlimited linked accounts, hand-picked alerts (including ex-dividend and payment dates), the TYD Dividend Safety Score, stock analysis and popularity rankings, a dividend screener, watchlists, ad-free browsing, and priority support., and Dividend alerts cover declarations on the Free plan, with Premium extending to ex-dates, payment dates, and optional weekly recaps.
Similarity score 1078
Category overlap: 50%Shared coverage
Financials
Scores
Data Visualizations
Insider Data
Watchlist
Alerts
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Screeners, Stock Comparison, and ETF Comparison coverage beyond what Smartfin offers.
- Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with Smartfin if you still need Stock Ideas, Transcripts, and Checklist.
Adds coverage: Screeners, Stock Comparison, ETF Comparison, and Portfolio
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 994
Category overlap: 50%Shared coverage
Financials
Data Visualizations
Transcripts
Analyst Price Targets
Watchlist
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Perplexity Finance adds mobile access for on-the-go monitoring.
- Expands into News, Screeners, and ETF Overview coverage beyond what Smartfin offers.
- Standout features include Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..
- Pair it with Smartfin if you still need Stock Ideas, Scores, and Checklist.
Adds coverage: News, Screeners, ETF Overview, and Analyst Forecasts
Standout features: Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., AI-curated news feeds on instrument pages with linked sources., and Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Alerts×19
Watchlist×19
Financials×18
Analyst Price Targets×15
Data Visualizations×15
Calendar×14
Scores×13
Insider Data×11
New angles introduced
Categories the alternatives add beyond Smartfin.
Screeners+20
News+17
Portfolio+16
ETF Overview+15
Analyst Forecasts+13
Analyst Recommendations+12
ETF Holdings+12
Dividends+10
Access & Pricing
Free options
18/20
18 of 20 alternatives keep a free tier for trials.
Mobile ready
15/20
15 alternatives bring native mobile access.
API availability
3/20
3 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 18 tested
10 tools are flagged as analyst picks; 18 have been hands-on tested.
Avg. coverage overlap
59%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Smartfin?
Smartfin users most often consider Trendlyne, ChartMill, and Stockopedia as their go-to alternatives.
Which alternatives keep a free tier?
Trendlyne, ChartMill, Fiscal.ai, Seeking Alpha, Stock Rover, TipRanks, GuruFocus, Simply Wall St, MarketWatch, Stocknear, Koyfin, TradingView, Tickertape, Yahoo Finance, Zacks (Zacks.com), Stock Unlock, Track Your Dividends (TYD), and Perplexity Finance offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Smartfin alternatives cover?
Expect deep coverage across Alerts, Analyst Price Targets, Calendar, Checklist, Data Visualizations, Financials, Insider Data, Scores, Stock Ideas, Transcripts, and Watchlist, so you can port most Smartfin workflows without much friction.
Where does Smartfin still stand out?
Smartfin remains the go-to for AI Business Summary, which the current alternatives do not fully replicate.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.