VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Smartfin Review, Pricing, and Features
Beginner-friendly stock research platform focused on fundamentals: visual financials, sector-adjusted scoring, Smartfin company overviews/evaluations, curated stock lists, watchlists, and real-time alerts. Free Starter includes limited evaluations, alerts, and five years of statements; Premium expands to ten years and 10 evaluations/month; Pro unlocks 30+ years of statements, larger watchlists, unlimited evaluations, and unlimited alerts. US-stocks centric; no brokerage sync or advanced risk/quant features.
Community votes (overall)
Pricing
Free • Paid plans available · 3 plans
Starter
Premium
Pro
Key features
- Smartfin overview and evaluation cards: plain-English company summaries with positives/negatives and peer positioning.
- Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
- Visual financial explorer with 5 years of statements on Starter, 10 years on Premium, and 30+ years on Pro.
- Real-time alerts and customizable watchlists with plan-based limits.
- Event hub for tracked tickers (earnings, SEC filings, transcripts) and a lightweight research checklist.
- Curated ‘Stock Lists’ (e.g., top dividend, top AI, top market cap) focused on U.S. markets.
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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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
- Website: 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!
Got ideas for new features?
Suggest on XStarred 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.