VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Saturday, November 1, 2025

Home My Collections

Tool Comparison

Finimize vs Letters and Reviews comparison

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

Quick takeaways

Finimize adds News, Education, and Newsletters coverage that Letters and Reviews skips.

Letters and Reviews includes 13F categories that Finimize omits.

Finimize ships a mobile app. Letters and Reviews is web/desktop only.

In depth comparison

Finimize

finimize.com

A consumer-facing investing insights product best known for its quick daily newsletter and app experience. The free tier covers top market stories in minutes, while the Pro subscription adds analyst research, real-time fundamentals for U.S. equities, audio formats, and monthly live Q&A sessions with analysts. Pricing is roughly $200 per year or $29 per month, with localized checkout options. Intraday U.S. pricing and company data are sourced from IEX.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Free daily newsletter that distills global market and investing news into a 3-minute read.
Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events.
Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs.
Built-in audio mode (“Listen”) for most articles on web and mobile.
Intraday pricing and U.S. company data on Markets pages are provided by IEX.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Letters and Reviews

lettersandreviews.blogspot.com

Free, personal curation site that aggregates **fund manager letters**, tickers mentioned in those letters, and **quarterly 13F** filer lists the author follows. Each quarter page links to original letters and maps tickers to quick‑reference pages; some 13F pages embed holdings tables and activity (new/increased/decreased/sold) for many managers. Also includes a small **Podcasts** list. No accounts, alerts, exports, or API—think link‑hub for primary sources rather than a data platform.

Platforms

Web

Pricing

Free

Quick highlights

Quarterly **Fund Manager Letters** pages with the fund name, date, and a ‘Stocks Mentioned’ column (tickers link out for quick lookup).
Quarterly **13‑F pages** the author reads, with many entries including holdings tables and position‑change flags (e.g., NEW / Sold Out / % of portfolio).
Lightweight **About** page clarifies the goal: stock‑idea discovery from letters; author shares links and invites tips via @_iinvested.
A small **Podcasts** page curating investing/finance episodes the author plans to re‑listen to.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Where they differ

Finimize

Distinct strengths include:

News Education Newsletters

Free daily newsletter that distills global market and investing news into a 3-minute read.
Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events.
Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs.
Built-in audio mode (“Listen”) for most articles on web and mobile.

Letters and Reviews

Distinct strengths include:

13F

Quarterly **Fund Manager Letters** pages with the fund name, date, and a ‘Stocks Mentioned’ column (tickers link out for quick lookup).
Quarterly **13‑F pages** the author reads, with many entries including holdings tables and position‑change flags (e.g., NEW / Sold Out / % of portfolio).
Lightweight **About** page clarifies the goal: stock‑idea discovery from letters; author shares links and invites tips via @_iinvested.
A small **Podcasts** page curating investing/finance episodes the author plans to re‑listen to.

Feature-by-feature breakdown

Attribute	Finimize	Letters and Reviews
Categories Which research workflows each platform targets	Shared: Stock Ideas, Blogs Unique: News, Education, Newsletters	Shared: Stock Ideas, Blogs Unique: 13F
Asset types Supported asset classes and universes	Stocks, ETFs, Cryptos, Commodities, Currencies, Bonds	Stocks, ETFs
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web
Pricing High-level pricing models	Free, Subscription	Free
Key features Core capabilities called out by each vendor	Unique Free daily newsletter that distills global market and investing news into a 3-minute read. Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events. Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs. Built-in audio mode (“Listen”) for most articles on web and mobile. Intraday pricing and U.S. company data on Markets pages are provided by IEX. Pricing: around $200 annually (includes a 7-day free trial) or $29 monthly, subject to local variations.	Unique Quarterly Fund Manager Letters pages with the fund name, date, and a ‘Stocks Mentioned’ column (tickers link out for quick lookup). Quarterly 13‑F pages the author reads, with many entries including holdings tables and position‑change flags (e.g., NEW / Sold Out / % of portfolio). Lightweight About page clarifies the goal: stock‑idea discovery from letters; author shares links and invites tips via @_iinvested. A small Podcasts page curating investing/finance episodes the author plans to re‑listen to.
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 Finimize and Letters and Reviews both support?

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

Do Finimize and Letters and Reviews require subscriptions?

Both Finimize and Letters and Reviews keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Finimize ships a dedicated mobile experience, while Letters and Reviews focuses on web or desktop access.

What unique strengths set the two platforms apart?

Finimize differentiates itself with Free daily newsletter that distills global market and investing news into a 3-minute read., Pro subscription unlocks in-depth research reports, insights, “Quick Takes,” advanced investing guides, and monthly analyst Q&A events., and Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs., whereas Letters and Reviews stands out for Quarterly **Fund Manager Letters** pages with the fund name, date, and a ‘Stocks Mentioned’ column (tickers link out for quick lookup)., Quarterly **13‑F pages** the author reads, with many entries including holdings tables and position‑change flags (e.g., NEW / Sold Out / % of portfolio)., and Lightweight **About** page clarifies the goal: stock‑idea discovery from letters; author shares links and invites tips via @_iinvested..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.