VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Programmatic picks

Smartkarma logo

Alternatives to Smartkarma

Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Smartkarma against peers before committing to a long-term plan.

Quick takeaways

Charles Schwab is the closest drop-in replacement with overlapping coverage in Screeners, Watchlist, and News while adding Brokerage and Portfolio coverage and Zero-commission online trades for stocks and ETFs; options at $0.65 per contract. and thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs. features (category overlap ~80%).

Free tiers remain available through TradingView, MarketWatch, Dividend.com, TipRanks, Koyfin, Investing.com, Yahoo Finance, Stock Rover, Benzinga, The Motley Fool, ChartMill, Stock Unlock, Earnings Whispers, Stocknear, Finimize, GuruFocus, and Seeking Alpha for side-by-side testing.

Round out your stack with new coverage areas like Brokerage, Portfolio, Options & Derivatives, and Paper Trading.

#1 Alternative

Similarity score 1592
Category overlap: 80%

Shared coverage

Screeners
Watchlist
News
Alerts
Calendar
Videos

Assets: Stocks, ETFs, and Bonds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Why investors switch

  • Expands into Brokerage, Portfolio, and Options & Derivatives coverage beyond what Smartkarma offers.
  • Standout features include Zero-commission online trades for stocks and ETFs; options at $0.65 per contract., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs., and paperMoney® virtual accounts that let you practice trading with live market data..
  • Pair it with Smartkarma if you still need Stock Ideas and AI.

Adds coverage: Brokerage, Portfolio, Options & Derivatives, and Paper Trading

Standout features: Zero-commission online trades for stocks and ETFs; options at $0.65 per contract., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs., paperMoney® virtual accounts that let you practice trading with live market data., and Tradable universe spans stocks, ETFs, options, futures, and forex—though futures and forex require separate approval and are offered by Schwab Futures & Forex LLC.

#2 Alternative

Analyst Pick
Hands-on Tested
Similarity score 1512
Category overlap: 80%

Shared coverage

Stock Ideas
Screeners
Watchlist
News
Alerts
Calendar

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Subscription

Why investors switch

  • Expands into Financials, Scores, and Checklist coverage beyond what Smartkarma 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 Smartkarma if you still need AI and Videos.

Adds coverage: Financials, Scores, Checklist, and Data Visualizations

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.

#3 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1434
Category overlap: 60%

Shared coverage

Stock Ideas
Screeners
Watchlist
News
Alerts
Calendar

Assets: Stocks, ETFs, and Bonds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Free and Subscription

Why investors switch

  • Expands into ETF Screeners, Data Visualizations, and Options & Derivatives coverage beyond what Smartkarma 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 Smartkarma if you still need AI, Videos, and Newsletters.

Adds coverage: ETF Screeners, Data Visualizations, 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.

#4 Alternative

Hands-on Tested
Free Tier
Similarity score 1420
Category overlap: 60%

Shared coverage

Screeners
Watchlist
News
Alerts
Calendar
Newsletters

Assets: Stocks, ETFs, and Bonds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Free and Subscription

Why investors switch

  • Expands into Data Visualizations, Paper Trading, and Financials coverage beyond what Smartkarma 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 Smartkarma if you still need Stock Ideas, AI, and Videos.

Adds coverage: Data Visualizations, Paper Trading, Financials, 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.

#5 Alternative

Hands-on Tested
Free Tier
Similarity score 1350
Category overlap: 70%

Shared coverage

Stock Ideas
Screeners
Watchlist
News
Calendar
Newsletters

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Expands into Dividends, Portfolio, and Scores coverage beyond what Smartkarma offers.
  • Standout features include Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., and DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members..
  • Pair it with Smartkarma if you still need Alerts, AI, and Videos.

Adds coverage: Dividends, Portfolio, Scores, and Compounding Calculator

Standout features: Dividend Stock Screener with filters for sector, industry, market cap, DARS™ score, annual dividend, ex-date, and payout frequency., Ex-Dividend Date calendars for stocks, ADRs, preferreds, ETFs, and institutional-share mutual funds., DARS™ rating system evaluates dividend stocks on five criteria; full breakdowns are available to Premium members., and Dividend Watchlist with performance view and email alerts for tracked tickers.

#6 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1314
Category overlap: 60%

Shared coverage

Stock Ideas
Screeners
Watchlist
News
Alerts
Calendar

Assets: Stocks, ETFs, and Cryptos

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Free and Subscription

Why investors switch

  • Expands into Top Analysts, ETF Screeners, and Analyst Forecasts coverage beyond what Smartkarma 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 Smartkarma if you still need AI, Videos, and Newsletters.

Adds coverage: Top Analysts, ETF Screeners, Analyst Forecasts, and Analyst Recommendations

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.

#7 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1290
Category overlap: 50%

Shared coverage

Screeners
Watchlist
News
Alerts
Calendar

Assets: Stocks, ETFs, and Bonds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Free and Subscription

Why investors switch

  • Expands into ETF Screeners, Data Visualizations, and Financials coverage beyond what Smartkarma 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 Smartkarma if you still need Stock Ideas, AI, and Videos.

Adds coverage: ETF Screeners, Data Visualizations, Financials, and Transcripts

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).

#8 Alternative

Hands-on Tested
Free Tier
Similarity score 1276
Category overlap: 50%

Shared coverage

Screeners
Watchlist
News
Alerts
Calendar

Assets: Stocks, ETFs, and Bonds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Free and Subscription

Why investors switch

  • Expands into ETF Screeners, Portfolio, and Dividends coverage beyond what Smartkarma offers.
  • Standout features include Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., and Portfolio and watchlist syncing across devices, with CSV import for holdings..
  • Pair it with Smartkarma if you still need Stock Ideas, AI, and Videos.

Adds coverage: ETF Screeners, Portfolio, Dividends, and Splits

Standout features: Global multi-asset coverage across stocks, ETFs, bonds, commodities, currencies, crypto, futures, and options with real-time charts on web and mobile., Extensive calendars for economic events, earnings, dividends, splits, IPOs, and options expirations, with user-configurable alerts., Portfolio and watchlist syncing across devices, with CSV import for holdings., and Stock Screener with customizable filters; InvestingPro+ adds advanced screeners and export functionality.

#9 Alternative

Hands-on Tested
Free Tier
Similarity score 1276
Category overlap: 50%

Shared coverage

Screeners
Watchlist
News
Alerts
Calendar

Assets: Stocks, ETFs, and Bonds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Free and Subscription

Why investors switch

  • Expands into Portfolio, Data Visualizations, and Financials coverage beyond what Smartkarma 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 Smartkarma if you still need Stock Ideas, AI, and Videos.

Adds coverage: Portfolio, Data Visualizations, Financials, 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.

#10 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1254
Category overlap: 60%

Shared coverage

Screeners
Watchlist
News
Alerts
Calendar
Videos

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Free and Subscription

Why investors switch

  • Expands into ETF Screeners, Stock Comparison, and ETF Comparison coverage beyond what Smartkarma 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 Smartkarma if you still need Stock Ideas, AI, and Newsletters.

Adds coverage: ETF Screeners, Stock Comparison, ETF Comparison, and Data Visualizations

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.

#11 Alternative

Free Tier
Similarity score 1226
Category overlap: 75%

Shared coverage

Screeners
Watchlist
News
Alerts
Calendar
Newsletters

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Free and Subscription

Why investors switch

  • Expands into Data APIs and Transcripts coverage beyond what Smartkarma offers.
  • Standout features include Benzinga Pro subscription tiers: Free, Basic ($37/mo), Streamlined ($147/mo), and Essential ($197/mo), with features unlocked progressively., Real-time newsfeed with advanced filters and sentiment indicators., and Customizable alerts via desktop, sound, and email; watchlist-driven alerts available on paid plans..
  • Pair it with Smartkarma if you still need Stock Ideas, AI, and Videos.

Adds coverage: Data APIs and Transcripts

Standout features: Benzinga Pro subscription tiers: Free, Basic ($37/mo), Streamlined ($147/mo), and Essential ($197/mo), with features unlocked progressively., Real-time newsfeed with advanced filters and sentiment indicators., Customizable alerts via desktop, sound, and email; watchlist-driven alerts available on paid plans., and Equity Audio Squawk channel included in higher tiers, with optional High Beta Squawk add-on for $99/month.

#12 Alternative

Free Tier
Similarity score 1226
Category overlap: 75%

Shared coverage

Stock Ideas
Watchlist
News
Videos
Newsletters
Blogs

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Free and Subscription

Why investors switch

  • Expands into Portfolio and Education coverage beyond what Smartkarma offers.
  • Standout features include Stock Advisor membership includes two new stock recommendations per month, currently priced at $199/year, with a 30-day refund policy., Tiered memberships expand access: Epic ($499/year) adds research and scorecards; Epic Plus ($1,999/year) includes the real-money Moneyball Portfolio with daily guidance; Fool Portfolios ($3,999/year) provides access to Tom Gardner’s live portfolios; Fool One is an all-access bundle., and Mobile apps (iOS and Android) send instant notifications for new recommendations and service updates, plus tools to track “My Portfolios” and watchlists..
  • Pair it with Smartkarma if you still need Screeners, Alerts, and Calendar.

Adds coverage: Portfolio and Education

Standout features: Stock Advisor membership includes two new stock recommendations per month, currently priced at $199/year, with a 30-day refund policy., Tiered memberships expand access: Epic ($499/year) adds research and scorecards; Epic Plus ($1,999/year) includes the real-money Moneyball Portfolio with daily guidance; Fool Portfolios ($3,999/year) provides access to Tom Gardner’s live portfolios; Fool One is an all-access bundle., Mobile apps (iOS and Android) send instant notifications for new recommendations and service updates, plus tools to track “My Portfolios” and watchlists., and Personal portfolio and watchlist features let you add tickers and monitor performance inside the platform.

#13 Alternative

Hands-on Tested
Free Tier
Similarity score 1206
Category overlap: 60%

Shared coverage

Stock Ideas
Screeners
Watchlist
News
Alerts
Calendar

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Expands into Data Visualizations, Scores, and Financials coverage beyond what Smartkarma 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 Smartkarma if you still need AI, Videos, and Newsletters.

Adds coverage: Data Visualizations, Scores, Financials, and Insider Data

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.

#14 Alternative

Hands-on Tested
Free Tier
Similarity score 1206
Category overlap: 60%

Shared coverage

Screeners
Watchlist
Alerts
AI
Newsletters
Blogs

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Expands into Data Visualizations, Stock Comparison, and ETF Overview coverage beyond what Smartkarma 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 Smartkarma if you still need Stock Ideas, News, and Calendar.

Adds coverage: Data Visualizations, 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.

#15 Alternative

Free Tier
Similarity score 1198
Category overlap: 60%

Shared coverage

Stock Ideas
Screeners
Watchlist
News
Calendar
Newsletters

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Expands into Market Sentiment, Scores, and Options & Derivatives coverage beyond what Smartkarma offers.
  • Standout features include Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., and Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days..
  • Pair it with Smartkarma if you still need Alerts, AI, and Videos.

Adds coverage: Market Sentiment, Scores, Options & Derivatives, and Management Guidance

Standout features: Detailed earnings calendar with implied volatility, average price move data, sentiment heat maps, and multi-view charts., The Whisper Report®: weekly macro, technical, and company-level analysis published ahead of earnings., Earnings Whisper Grade, a proprietary A+ to F rating that estimates the likelihood of post-earnings drift (PEAD) over 91 days., and Investor tools include an Earnings Screener, Guidance and Reaction pages, and a Short Report with a focus on short interest.

#16 Alternative

Free Tier
Similarity score 1198
Category overlap: 60%

Shared coverage

Screeners
Watchlist
News
Alerts
Calendar
AI

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web

Pricing: Free and Subscription

Why investors switch

  • Expands into Options & Derivatives, Data Visualizations, and Dark Pool & Off-Exchange coverage beyond what Smartkarma 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 Smartkarma if you still need Stock Ideas, Videos, and Newsletters.

Adds coverage: Options & Derivatives, Data Visualizations, Dark Pool & Off-Exchange, and Financials

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.

#17 Alternative

Free Tier
Similarity score 1122
Category overlap: 80%

Shared coverage

Stock Ideas
News
Newsletters
Blogs

Assets: Stocks, ETFs, and Bonds

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Free and Subscription

Why investors switch

  • Expands into Education coverage beyond what Smartkarma offers.
  • Standout features include Free daily newsletter that distills global market and investing news into a 3-minute read., Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events., and Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs..
  • Pair it with Smartkarma if you still need Screeners, Watchlist, and Alerts.

Adds coverage: Education

Standout features: Free daily newsletter that distills global market and investing news into a 3-minute read., Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events., Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs., and Built-in audio mode (“Listen”) for most articles on web and mobile.

#18 Alternative

Similarity score 1114
Category overlap: 100%

Shared coverage

Watchlist
News
Alerts
Videos
Newsletters

Assets: Stocks, ETFs, and Currencies

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Subscription

Why investors switch

  • Standout features include Digital Access plan includes unlimited Bloomberg.com and app usage, with live TV, radio, podcasts, and audio articles., Annual + Businessweek Print subscription adds the weekly magazine in print form, alongside full digital access., and Catalog of newsletters such as *Markets Daily*, *Morning Briefing*, and *Money Stuff*; some are subscriber-only, while others are free..
  • Pair it with Smartkarma if you still need Stock Ideas, Screeners, and Calendar.

Standout features: Digital Access plan includes unlimited Bloomberg.com and app usage, with live TV, radio, podcasts, and audio articles., Annual + Businessweek Print subscription adds the weekly magazine in print form, alongside full digital access., Catalog of newsletters such as *Markets Daily*, *Morning Briefing*, and *Money Stuff*; some are subscriber-only, while others are free., and Market Data watchlist functionality: up to 10 lists, each with 25 securities and 100 lots. Supports stocks, funds, and currencies.

#19 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1110
Category overlap: 50%

Shared coverage

Stock Ideas
Screeners
News
Alerts
Calendar

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Free and Subscription

Why investors switch

  • Expands into Stock Comparison, Portfolio, and Backtesting coverage beyond what Smartkarma 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 Smartkarma if you still need Watchlist, AI, and Videos.

Adds coverage: Stock Comparison, Portfolio, Backtesting, and Investor Holdings

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.

#20 Alternative

Analyst Pick
Hands-on Tested
Free Tier
Similarity score 1110
Category overlap: 50%

Shared coverage

Screeners
Watchlist
News
Alerts
Calendar

Assets: Stocks and ETFs

Experience: Beginner, Intermediate, and Advanced

Platforms: Web and Mobile

Pricing: Free and Subscription

Why investors switch

  • Expands into ETF Screeners, Stock Comparison, and Data Visualizations coverage beyond what Smartkarma 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 Smartkarma if you still need Stock Ideas, AI, and Videos.

Adds coverage: ETF Screeners, Stock Comparison, Data Visualizations, 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.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

News×19
Watchlist×18
Screeners×17
Alerts×16
Calendar×16
Newsletters×10
Stock Ideas×9
Blogs×6

New angles introduced

Categories the alternatives add beyond Smartkarma.

Portfolio+13
Financials+12
Data Visualizations+11
ETF Overview+11
Analyst Price Targets+10
ETF Holdings+10
Analyst Recommendations+9
Scores+9

Access & Pricing

Free options

17/20

17 of 20 alternatives keep a free tier for trials.

Mobile ready

15/20

15 matches support mobile alongside Smartkarma.

API availability

2/20

2 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

7 starred / 13 tested

7 tools are flagged as analyst picks; 13 have been hands-on tested.

Avg. coverage overlap

64%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to Smartkarma?

Smartkarma users most often consider Charles Schwab, Stockopedia, and TradingView as their go-to alternatives.

Which alternatives keep a free tier?

TradingView, MarketWatch, Dividend.com, TipRanks, Koyfin, Investing.com, Yahoo Finance, Stock Rover, Benzinga, The Motley Fool, ChartMill, Stock Unlock, Earnings Whispers, Stocknear, Finimize, GuruFocus, and Seeking Alpha offer a free plan or trial option, making them easy to test before committing to a paid subscription.

Which workflows do the top Smartkarma alternatives cover?

Expect deep coverage across AI, Alerts, Blogs, Calendar, News, Newsletters, Screeners, Stock Ideas, Videos, and Watchlist, so you can port most Smartkarma workflows without much friction.

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.

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Got questions or suggestions? I'm all ears!

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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.