Smartfin adds Stock Ideas, Financials, Transcripts, Checklist, Insider Data, Analyst Price Targets, and AI Business Summary coverage that StockCharts skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, October 15, 2025
Head-to-head
Smartfin vs StockCharts comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
StockCharts includes Screeners, Portfolio, Options, and Broker Connectors categories that Smartfin omits.
Smartfin 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., and Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts..
StockCharts is known for: Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., and Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)..
StockCharts offers mobile access, which Smartfin skips.
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
Free
Subscription
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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StockCharts
stockcharts.com
Charting, scanning, and alerting platform with tiered plans. Free BATS real-time quotes are included for US markets; official add-ons unlock real-time data for US, Canada, and the UK, otherwise data is delayed 15 minutes. Plan limits apply to ChartLists, scans, and alerts. PRO adds 5-second auto-refresh and CSV downloads of historical data. OptionsPlay integration provides options strategy tools, and trading from charts is supported through Tradier. Scans run on daily, weekly, or monthly bars (not intraday).
Categories
Platforms
Web
Mobile
Pricing
Free
Subscription
Quick highlights
- Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO).
- Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed.
- Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans).
- Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours.
- Coverage includes US (NYSE, NASDAQ, AMEX), Canada (TSX/TSX-V), UK (LSE), India (NSE), and a crypto summary with 24/7 real-time data. EOD charting is available for major US commodities.
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Overlap
Shared focus areas
5 overlapsMutual strengths include Scores, Data Visualizations, and Watchlist plus 2 more areas.
Where they differ
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.
StockCharts
Distinct strengths include:
- Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO).
- Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed.
- Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans).
- Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours.
Feature-by-feature breakdown
| Attribute | Smartfin | StockCharts |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Scores, Data Visualizations, Watchlist, Alerts, Calendar Unique: Stock Ideas, Financials, Transcripts, Checklist, Insider Data, Analyst Price Targets, AI Business Summary | Shared: Scores, Data Visualizations, Watchlist, Alerts, Calendar Unique: Screeners, Portfolio, Options, Broker Connectors |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Mutual Funds, Options, Commodities, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, Mobile |
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 Smartfin and StockCharts both support?
Both platforms cover Scores, Data Visualizations, Watchlist, Alerts, and Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Smartfin and StockCharts require subscriptions?
Both Smartfin and StockCharts keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
StockCharts ships a dedicated mobile experience, while Smartfin focuses on web or desktop access.
What unique strengths set the two platforms apart?
Smartfin differentiates itself with 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., whereas StockCharts stands out for Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., and Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)..
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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.