VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Finimize View Smartkarma Back to Home

Head-to-head

Finimize vs Smartkarma comparison

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

Quick takeaways

Finimize adds Education coverage that Smartkarma skips.

Smartkarma includes Screeners, Watchlist, Alerts, Calendar, AI, and Videos categories that Finimize omits.

Finimize 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., and Real-time market data and fundamentals on approximately 20,000 U.S. stocks and ETFs..

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..

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

Web

Mobile

Pricing

Free

Subscription

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.

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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.

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Stock Ideas, News, and Blogs plus 1 more area.

Where they differ

Finimize

Distinct strengths include:

Education

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.

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	Finimize	Smartkarma
Categories Which research workflows each platform targets	Shared: Stock Ideas, News, Blogs, Newsletters Unique: Education	Shared: Stock Ideas, News, Blogs, Newsletters Unique: Screeners, Watchlist, Alerts, Calendar, AI, Videos
Asset types Supported asset classes and universes	Stocks, ETFs, Cryptos, Commodities, Currencies, Bonds	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	Free, Subscription	Free, Subscription
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 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.
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 Smartkarma both support?

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

Do Finimize and Smartkarma require subscriptions?

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

How can you access Finimize and Smartkarma?

Both Finimize 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?

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 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..

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