VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Tuesday, December 23, 2025

Tool Comparison

Finbox vs Smartfin comparison

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

Quick takeaways

Finbox adds Screeners, Stock Comparison, Investor Holdings, Valuation Models, Analyst Forecasts, 13F, Dividend, and Blogs coverage that Smartfin skips.

Smartfin includes Scores, Transcripts, Checklist, Insider Data, Analyst Price Targets, Alerts, Calendar, and AI Business Summary categories that Finbox omits.

Smartfin keeps a free entry point that Finbox lacks.

In depth comparison

Finbox

finbox.com

Hands-on review

A global fundamentals platform that combines screeners, valuation models, investment ideas, and watchlists. CSV exports require a Data Boost add-on with Starter or are bundled with Professional. No public API is offered. Regional exchange coverage can be added to plans.

Platforms

Web

Pricing

Subscription

Quick highlights

Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.
Fair value models (DCF, comparables, and DDM) are built with broker consensus inputs by default, fully editable, and exportable to Excel or Google Sheets.

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Smartfin

thesmartfin.com

Beginner‑friendly stock research platform focused on fundamentals: visual financials, sector‑adjusted scoring (value/profit/growth/health), AI company snapshots, curated stock lists, and real‑time alerts for insider trades & analyst price‑target changes. US‑stocks centric; no brokerage sync or advanced risk/quant features.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.
Event hub for tracked tickers (earnings, SEC filings, transcripts) and a lightweight research checklist.

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Where they differ

Finbox

Distinct strengths include:

Screeners Stock Comparison Investor Holdings Valuation Models Analyst Forecasts 13F Dividend Blogs

Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.

Smartfin

Distinct strengths include:

Scores Transcripts Checklist Insider Data Analyst Price Targets Alerts Calendar AI Business Summary

AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.

Feature-by-feature breakdown

Attribute	Finbox	Smartfin
Categories Which research workflows each platform targets	Shared: Stock Ideas, Data Visualizations, Watchlist, Financials Unique: Screeners, Stock Comparison, Investor Holdings, Valuation Models, Analyst Forecasts, 13F, Dividend, Blogs	Shared: Stock Ideas, Data Visualizations, Watchlist, Financials Unique: Scores, Transcripts, Checklist, Insider Data, Analyst Price Targets, Alerts, Calendar, AI Business Summary
Asset types Supported asset classes and universes	Stocks, ETFs	Stocks
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate
Platforms Where you can access the product	Web	Web
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa. Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics. CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional). Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates. Fair value models (DCF, comparables, and DDM) are built with broker consensus inputs by default, fully editable, and exportable to Excel or Google Sheets. Smart Watchlists allow bulk adding of tickers, custom views, price targets, and CSV export.	Unique AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover. Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings. Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts. Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists. 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.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do Finbox and Smartfin both support?

Both platforms cover Stock Ideas, Data Visualizations, Watchlist, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

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

How can you access Finbox and Smartfin?

Both Finbox and Smartfin prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Finbox differentiates itself with Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., and CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)., whereas Smartfin stands out for AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover., Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings., and Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts..

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