★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Smartkarma Review, Pricing, and Features
Smartkarma is a premium investment intelligence platform for professional investors, asset managers, banks, and accredited/private investors who need independent research, specialist analysts, data tools, watchlists, and real-time alerts. A Preview Pass provides limited discovery, while Pro is documented at USD 10,950/year per user and Premium/Data or Plus access can require request or onboarding workflows. It is not a retail stock screener, broker, portfolio accounting system, or low-cost news site.
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Pricing
Free • Paid plans available · 5 plans
Preview Pass
Pro Platform
Premium & Data Subscriptions
Digital IR Platform (Corporate)
Plus Platform (Wealth/Intermediaries)
Key features
- Reading access to independent investment research and analyst insights from the Smartkarma platform across equities, macro, FX, rates, crypto, and related markets.
- Direct analyst access, real-time alerts, email notifications, and watchlists to follow relevant research as it is published.
- Screening for ideas with SmartScore factors such as Value, Dividend, Growth, Resilience, and Momentum, with filters by country, sector, and market cap.
- The Relative Value tool for HoldCo and share-class pair opportunities, including Actionability, Investability, and z-score diagnostics.
- Monitoring FX, rates, macroeconomic calendars, crypto dashboards, market updates, videos, blogs, and newsletters from the broader platform.
- Access to Smartkarma on web, iOS, and Android, with research also syndicated to Bloomberg Terminal.
- The complimentary Preview Pass to follow analysts, unlock summaries, and receive personalized alerts are available without a credit card.
- Professional pricing: Smartkarma Pro is documented at USD 10,950/year per user, while Premium, Data, Plus, and corporate tracks may require request or application flows.
- Smartkarma when specialist independent research and analyst connectivity matter more than basic news aggregation.
- Smartkarma is professional research and intelligence software, not brokerage execution, portfolio accounting, public API access, or individualized investment advice.
FAQ
Is Smartkarma free?
Not entirely. Smartkarma includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is Smartkarma best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does Smartkarma support?
You can use Smartkarma on Web and Mobile. Integrations include Bloomberg Terminal.
Which markets does Smartkarma cover?
Smartkarma covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks, ETFs, Bonds, Currencies, and Cryptos. Identifiers include Ticker.
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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
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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.
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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.