VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Saturday, November 1, 2025

Tool Comparison

Letters and Reviews vs Smartkarma comparison

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

Quick takeaways

Letters and Reviews adds 13F coverage that Smartkarma skips.

Smartkarma includes Screeners, Watchlist, News, Alerts, Calendar, AI, Videos, and Newsletters categories that Letters and Reviews omits.

Smartkarma offers mobile access, which Letters and Reviews skips.

In depth comparison

Letters and Reviews logo

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.

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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

WebMobile

Pricing

FreeSubscription

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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Where they differ

Letters and Reviews

Distinct strengths include:

  • 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.

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

AttributeLetters and ReviewsSmartkarma
Categories

Which research workflows each platform targets

Shared: Stock Ideas, Blogs

Unique: 13F

Shared: Stock Ideas, Blogs

Unique: Screeners, Watchlist, News, Alerts, Calendar, AI, Videos, Newsletters

Asset types

Supported asset classes and universes

Stocks, ETFs

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

  • 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.

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.
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Frequently Asked Questions

Which workflows do Letters and Reviews and Smartkarma 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 Letters and Reviews and Smartkarma require subscriptions?

Both Letters and Reviews 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 Letters and Reviews focuses on web or desktop access.

What unique strengths set the two platforms apart?

Letters and Reviews differentiates itself with 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., 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..

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.