VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Smartfin Review, Pricing, and Features
Smartfin
Smartfin presents company fundamentals through AI-written overviews, sector-relative scores, financial charts, watchlists, and alerts. It does not document multi-asset research, trade execution, portfolio accounting, or a public API.
Best for
- Investors who want short company overviews, financial charts, sector-relative scores, watchlists, and fundamental event alerts.
- People comparing a free research account with paid plans that add more history, evaluations, alerts, and watchlist capacity.
Watch out
- The published feature set covers public-company fundamentals. It does not describe ETF, options, fixed-income, foreign-exchange, or macroeconomic research.
- Smartfin does not document a public API, broker connection, trading system, or portfolio-accounting workflow.
Community votes (overall)
No votes yet. Be the first to rate this tool.
Pricing
Free • From $8.33/mo · 3 plans
Starter
Premium
Pro
Key features
- AI overviews summarize positives, negatives, recent financials, trends, and sector context.
- Scores compare value, profit, growth, and financial-health metrics with companies in the same sector.
- The visual explorer supports annual and quarterly charts, more than 200 metrics and ratios, and image downloads.
- Available financial history depends on plan: five years on Starter, ten years on Premium, and more than 30 years on Pro.
- Email and in-app alerts cover insider trades and analyst price-target changes.
- Watchlists collect company metrics and recent filings, earnings, transcripts, and insider activity.
- A research checklist records progress for followed companies.
- The free Starter plan requires an account but no credit card. Paid plans carry a 14-day money-back guarantee, not a free trial.
- Company overviews and scores are starting points for research. They omit qualitative factors such as management quality, product pipelines, macro conditions, and sentiment.
FAQ
Is Smartfin free?
Not entirely. Smartfin includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is Smartfin best for?
It suits beginner and intermediate users.
What platforms and connections does Smartfin support?
You can use Smartfin on Web.
Which markets does Smartfin cover?
Smartfin covers North America. Examples include US. It tracks Stocks. Identifiers include Ticker.
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Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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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.