VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Saturday, September 27, 2025

Investors comparing Bloomberg and Smartkarma will find that Both Bloomberg and Smartkarma concentrate on News, Alerts, and Newsletters workflows, making them natural alternatives for similar investment research jobs. Smartkarma stands out with Stock Ideas, Screeners, and Calendar 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

Bloomberg vs Smartkarma

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

  • Smartkarma includes Stock Ideas, Screeners, Calendar, AI, and Blogs categories that Bloomberg omits.
  • Bloomberg highlights: 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..
  • 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..
  • Smartkarma keeps a free entry point that Bloomberg lacks.
Bloomberg logo

Bloomberg

bloomberg.com

Bloomberg’s consumer subscription service provides unlimited access to Bloomberg.com and the mobile app. Digital Access includes news, analysis, live TV/radio, podcasts, and audio articles. An Annual + Businessweek Print plan adds the weekly magazine in print. Most content is paywalled, though a selection of newsletters is free. Registered users can create watchlists (up to 10 lists with 25 securities each) and opt into alerts. Browser push notifications and mobile app alerts are supported.

Platforms

Web
Mobile

Pricing

Subscription

Quick highlights

  • 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.
  • Market Data watchlist functionality: up to 10 lists, each with 25 securities and 100 lots. Supports stocks, funds, and currencies.
  • Watchlist alerts allow subscribers to receive notifications when a U.S. equity closes.
Smartkarma logo

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

Web
Mobile

Pricing

Free
Subscription

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

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

AttributeBloombergSmartkarma
Categories

Which research workflows each platform targets

Shared: News, Alerts, Newsletters, Videos, Watchlist

Shared: News, Alerts, Newsletters, Videos, Watchlist

Unique: Stock Ideas, Screeners, Calendar, AI, Blogs

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Currencies

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

Web, Mobile

Pricing

High-level pricing models

Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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.
  • Market Data watchlist functionality: up to 10 lists, each with 25 securities and 100 lots. Supports stocks, funds, and currencies.
  • Watchlist alerts allow subscribers to receive notifications when a U.S. equity closes.
  • Browser push alerts provide regional and global news broadcasts, available on an opt-in basis.

Unique

  • 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.
  • Additional investment tools include FX, rates and macroeconomic calendars, and crypto dashboards.
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Frequently Asked Questions

Which workflows do Bloomberg and Smartkarma both support?

Both platforms cover News, Alerts, Newsletters, Videos, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Smartkarma offers a free entry point, while Bloomberg requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Bloomberg and Smartkarma?

Both Bloomberg 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?

Bloomberg differentiates itself with 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., 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.