Journalytic adds Notes & Highlights, and Research Templates coverage that Smartfin skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
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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
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
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
Pricing
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.
Community votes (overall)
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.
Categories
Platforms
Pricing
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.
Community votes (overall)
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
| Attribute | Journalytic | Smartfin |
|---|---|---|
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
| Unique
|
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 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
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- StockopediaEditor's pickHands-on review
Overlap: Stock Ideas, Financials, and Scores.
Stock IdeasFinancialsScores - ValueSense
Overlap: Stock Ideas, Data Visualizations, and Watchlist.
Stock IdeasData VisualizationsWatchlist - AlphaSense
Overlap: Transcripts, Notes & Highlights, and Analyst Price Targets.
TranscriptsNotes & HighlightsAnalyst Price Targets - Uncle StockHands-on review
Overlap: Watchlist, Financials, and Scores.
WatchlistFinancialsScores - FullRatio
Overlap: Data Visualizations, Financials, and Checklist.
Data VisualizationsFinancialsChecklist - ChartMillHands-on review
Overlap: Stock Ideas, Watchlist, and Alerts.
Stock IdeasWatchlistAlerts
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.