VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Investment Masters Class (MastersInvest.com) vs Smartkarma comparison

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

Quick takeaways

Investment Masters Class (MastersInvest.com) adds Education, and Playbooks & Case Studies coverage that Smartkarma skips.

Smartkarma includes Stock Ideas, Screeners, Watchlist, News, Alerts, Calendar, AI, and Videos categories that Investment Masters Class (MastersInvest.com) omits.

Investment Masters Class (MastersInvest.com) highlights: A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists., Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders., and The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics..

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 offers mobile access, which Investment Masters Class (MastersInvest.com) skips.

Investment Masters Class (MastersInvest.com) logo

Investment Masters Class (MastersInvest.com)

mastersinvest.com

A free educational resource offering tutorials, curated reading, and essays on timeless lessons from great investors. Includes a blog and newsletter sign-up. All content is informational and intended to inspire better investing habits — not financial advice.

Platforms

Web

Pricing

Free

Quick highlights

  • A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists.
  • Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders.
  • The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics.
  • Investor Letters hub linking directly to primary sources like Buffett, Li Lu, and Lindsell Train.
  • Profiles of notable investors, summarizing their philosophies, strategies, and biggest lessons.

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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.

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Blogs, and Newsletters.

Where they differ

Investment Masters Class (MastersInvest.com)

Distinct strengths include:

  • A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists.
  • Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders.
  • The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics.
  • Investor Letters hub linking directly to primary sources like Buffett, Li Lu, and Lindsell Train.

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

AttributeInvestment Masters Class (MastersInvest.com)Smartkarma
Categories

Which research workflows each platform targets

Shared: Blogs, Newsletters

Unique: Education, Playbooks & Case Studies

Shared: Blogs, Newsletters

Unique: Stock Ideas, Screeners, Watchlist, News, Alerts, Calendar, AI, Videos

Asset types

Supported asset classes and universes

Other

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

Web, Mobile

Pricing

High-level pricing models

Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists.
  • Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders.
  • The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics.
  • Investor Letters hub linking directly to primary sources like Buffett, Li Lu, and Lindsell Train.
  • Profiles of notable investors, summarizing their philosophies, strategies, and biggest lessons.
  • Free email subscription (“ENROL”) to receive blog posts, book reviews, and thematic insights.

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

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Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do Investment Masters Class (MastersInvest.com) and Smartkarma both support?

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

Do Investment Masters Class (MastersInvest.com) and Smartkarma require subscriptions?

Both Investment Masters Class (MastersInvest.com) and Smartkarma keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Smartkarma ships a dedicated mobile experience, while Investment Masters Class (MastersInvest.com) focuses on web or desktop access.

What unique strengths set the two platforms apart?

Investment Masters Class (MastersInvest.com) differentiates itself with A library of 100 structured tutorials covering core concepts such as compounding, moats, margin of safety, position sizing, and investment checklists., Regularly updated blog essays distilling insights from legendary investors, CEOs, and business leaders., and The “Masters Bookshelf,” a curated reading list spanning investing, history, psychology, and business classics., 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.