Monexa adds News, News Sentiment, Valuation Models, Analyst Forecasts, Dividends, Institutional Data, 13F, 13D/13G, Screeners, Investor Holdings, US Government Trades, and AI Chat coverage that Smartfin skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, December 8, 2025
Tool Comparison
Monexa vs Smartfin comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Smartfin includes Stock Ideas, Scores, Data Visualizations, Checklist, Alerts, and AI Business Summary categories that Monexa omits.
In depth comparison
Monexa
monexa.ai
AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
- Earnings call Transcripts with gated full history and transcript analysis in Pro.
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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
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
Monexa
Distinct strengths include:
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
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 | Monexa | Smartfin |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Calendar, Financials, Transcripts, Analyst Price Targets, Insider Data, Watchlist Unique: News, News Sentiment, Valuation Models, Analyst Forecasts, Dividends, Institutional Data, 13F, 13D/13G, Screeners, Investor Holdings, US Government Trades, AI Chat | Shared: Calendar, Financials, Transcripts, Analyst Price Targets, Insider Data, Watchlist Unique: Stock Ideas, Scores, Data Visualizations, Checklist, Alerts, AI Business Summary |
Asset types Supported asset classes and universes | Stocks, ETFs | 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, Subscription | 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 Monexa and Smartfin both support?
Both platforms cover Calendar, Financials, Transcripts, Analyst Price Targets, Insider Data, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Monexa and Smartfin require subscriptions?
Both Monexa and Smartfin keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Monexa and Smartfin?
Both Monexa 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?
Monexa differentiates itself with Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)., 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
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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.