VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Autochartist and Smartkarma will find that Both Autochartist and Smartkarma concentrate on Screeners, Alerts, and Calendar workflows, making them natural alternatives for similar investment research jobs. Autochartist leans into Data Visualizations, News Sentiment, and Market Sentiment, which can be decisive for teams that need depth over breadth. Smartkarma stands out with Stock Ideas, News, and AI that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Autochartist vs Smartkarma
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Autochartist adds Data Visualizations, News Sentiment, Market Sentiment, and APIs & SDKs coverage that Smartkarma skips.
- Smartkarma includes Stock Ideas, News, AI, Videos, Newsletters, and Blogs categories that Autochartist omits.
- Autochartist highlights: Automated market scanner that detects chart patterns, Fibonacci setups, and key levels, with filters for quality, breakout type, and length., MetaTrader 4/5 plugin with an embedded market scanner and in-terminal risk calculator., and Risk Calculator helps with position sizing by combining stop-loss levels with user-defined risk percentages..
- Smartkarma is known for: AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..
Autochartist
autochartist.com
A widely used technical analysis scanner that integrates directly with MT4/MT5 and other trading platforms. It offers automated chart pattern recognition, volatility forecasts, economic event analysis, and multi-channel alerts. Many features are broker-provided, though a direct-user subscription exists (pricing not publicly listed). Some premium modules, branded as 'Our Favourites (VIP Tools),' include features like correlating alerts. Autochartist was acquired by oneZero in 2025.
Categories
Platforms
Pricing
Quick highlights
- Automated market scanner that detects chart patterns, Fibonacci setups, and key levels, with filters for quality, breakout type, and length.
- MetaTrader 4/5 plugin with an embedded market scanner and in-terminal risk calculator.
- Risk Calculator helps with position sizing by combining stop-loss levels with user-defined risk percentages.
- Volatility analysis forecasts expected trading ranges for the next 1h, 4h, and 24h across stocks, forex, crypto, and commodities.
- Economic event analysis covering roughly 140 global releases, with pre- and post-event scenarios mapped to likely market reactions.
Smartkarma
smartkarma.com
An AI-augmented investment intelligence platform that combines independent research, data tools, and real-time alerts. Access is plan-gated: the flagship Pro Platform costs USD 10,950/year per user and is available to accredited or professional investors; Premium and Data subscriptions are available on request, while separate offerings exist for Corporate Digital IR and Plus platforms. Mobile apps are available for iOS and Android.
Platforms
Pricing
Quick highlights
- AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts.
- SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap.
- Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics.
- Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
- Research is distributed simultaneously on the platform, via alerts/email, and syndicated to Bloomberg Terminal.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Autochartist
Distinct strengths include:
- Automated market scanner that detects chart patterns, Fibonacci setups, and key levels, with filters for quality, breakout type, and length.
- MetaTrader 4/5 plugin with an embedded market scanner and in-terminal risk calculator.
- Risk Calculator helps with position sizing by combining stop-loss levels with user-defined risk percentages.
- Volatility analysis forecasts expected trading ranges for the next 1h, 4h, and 24h across stocks, forex, crypto, and commodities.
Smartkarma
Distinct strengths include:
- AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts.
- SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap.
- Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics.
- Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
Feature-by-feature breakdown
| Attribute | Autochartist | Smartkarma |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Alerts, Calendar, Watchlist Unique: Data Visualizations, News Sentiment, Market Sentiment, APIs & SDKs | Shared: Screeners, Alerts, Calendar, Watchlist Unique: Stock Ideas, News, AI, Videos, Newsletters, Blogs |
Asset types Supported asset classes and universes | Stocks, Commodities, Currencies, Cryptos, Futures | Stocks, ETFs, Bonds, Currencies, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile, Desktop | Web, Mobile |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Autochartist and Smartkarma both support?
Both platforms cover Screeners, Alerts, Calendar, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Autochartist and Smartkarma require subscriptions?
Both Autochartist and Smartkarma keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Autochartist and Smartkarma?
Both Autochartist and Smartkarma support web and mobile access, making it easy to keep tabs on research away from the desk.
What unique strengths set the two platforms apart?
Autochartist differentiates itself with Automated market scanner that detects chart patterns, Fibonacci setups, and key levels, with filters for quality, breakout type, and length., MetaTrader 4/5 plugin with an embedded market scanner and in-terminal risk calculator., and Risk Calculator helps with position sizing by combining stop-loss levels with user-defined risk percentages., whereas Smartkarma stands out for AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..
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.