VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Friday, October 31, 2025

Tool Comparison

Journalytic vs Smartfin comparison

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

Quick takeaways

Journalytic adds Notes & Highlights, and Research Templates coverage that Smartfin skips.

Smartfin includes Stock Ideas, Financials, Scores, Data Visualizations, Transcripts, Insider Data, Analyst Price Targets, Watchlist, Alerts, Calendar, and AI Business Summary categories that Journalytic omits.

In depth comparison

Journalytic logo

Journalytic

journalytic.com

Investor journaling & process analytics: record decisions (buy/sell/pass/hold), run checklists, make probabilistic predictions, create self‑contracts, capture feelings/mood, tag & link entries, and review process analytics (top ideas, reason comparisons, heat maps, usage metrics). Open beta is currently free; native mobile app not yet available (use mobile web/PWA). Client‑side encryption before data leaves the browser; encrypted in transit and at rest.

Platforms

Web

Pricing

Free

Quick highlights

  • Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling.
  • Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards.
  • Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas.
  • Reports Dashboard: Top Ideas, Reason Comparison (buy/sell/pass/hold), Heat Map & activity tracking, usage metrics, daily activity, decision tracking.
  • Search, sidebar navigation, linking entries, and dashboards to organize research.

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Smartfin logo

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

Journalytic

Distinct strengths include:

  • Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling.
  • Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards.
  • Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas.
  • Reports Dashboard: Top Ideas, Reason Comparison (buy/sell/pass/hold), Heat Map & activity tracking, usage metrics, daily activity, decision tracking.

Smartfin

Distinct strengths include:

  • 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

AttributeJournalyticSmartfin
Categories

Which research workflows each platform targets

Shared: Checklist

Unique: Notes & Highlights, Research Templates

Shared: Checklist

Unique: Stock Ideas, Financials, Scores, Data Visualizations, Transcripts, Insider Data, Analyst Price Targets, Watchlist, Alerts, Calendar, AI Business Summary

Asset types

Supported asset classes and universes

Stocks, Real Estate, Cryptos, Private Funds

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

Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling.
  • Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards.
  • Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas.
  • Reports Dashboard: Top Ideas, Reason Comparison (buy/sell/pass/hold), Heat Map & activity tracking, usage metrics, daily activity, decision tracking.
  • Search, sidebar navigation, linking entries, and dashboards to organize research.
  • Reminders & Idea Alerts: set time‑based reminders and inactivity alerts (e.g., 30/60‑day) per idea.

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

Not yet

Not yet

Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do Journalytic and Smartfin both support?

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

Do Journalytic and Smartfin require subscriptions?

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

How can you access Journalytic and Smartfin?

Both Journalytic 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?

Journalytic differentiates itself with Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling., Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards., and Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas., 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..

Keep exploring

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.