Smartfin adds Stock Ideas, Scores, Transcripts, Checklist, and AI Business Summary coverage that Stocknear skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, October 16, 2025
Head-to-head
Smartfin vs Stocknear comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Stocknear includes Screeners, Options & Derivatives, News, Dark Pool & Off-Exchange, ETF Overview, ETF Holdings, ETF Performance, Analyst Recommendations, Analyst Forecasts, 13F, US Government Trades, Dividend, AI, and AI Chat 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..
Stocknear is known for: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
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)
Stocknear
stocknear.com
EU-built stock research platform focused on U.S. markets. Features real-time options flow (Benzinga), 15‑min delayed dark-pool prints, analyst targets/ratings, hedge-fund 13F explorer, U.S. Congress trades, earnings calendar/news feed, business metrics, watchlists and alerts, plus an AI Agent for conversational research. Market data/fundamentals/ETF analytics are sourced from Financial Modeling Prep; options chains from Intrinio (OPRA). Company is Stocknear GmbH (Siegen, Germany). No public API as of Sept 2025.
Categories
Platforms
Pricing
Quick highlights
- Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
- Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
- Dark pool & off-exchange trade tape (15‑minute delay).
- Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
- U.S. Congress trading dashboard access.
Community votes (overall)
Shared focus areas
7 overlapsMutual strengths include Financials, Data Visualizations, and Insider Data plus 4 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.
Stocknear
Distinct strengths include:
- Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
- Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
- Dark pool & off-exchange trade tape (15‑minute delay).
- Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Feature-by-feature breakdown
Attribute | Smartfin | Stocknear |
---|---|---|
Categories Which research workflows each platform targets | Shared: Financials, Data Visualizations, Insider Data, Analyst Price Targets, Watchlist, Alerts, Calendar Unique: Stock Ideas, Scores, Transcripts, Checklist, AI Business Summary | Shared: Financials, Data Visualizations, Insider Data, Analyst Price Targets, Watchlist, Alerts, Calendar Unique: Screeners, Options & Derivatives, News, Dark Pool & Off-Exchange, ETF Overview, ETF Holdings, ETF Performance, Analyst Recommendations, Analyst Forecasts, 13F, US Government Trades, Dividend, AI, AI Chat |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Options |
Experience levels Who each product is built for | Beginner, Intermediate | Beginner, Intermediate, Advanced |
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 Smartfin and Stocknear both support?
Both platforms cover Financials, Data Visualizations, Insider Data, Analyst Price Targets, 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 Stocknear require subscriptions?
Both Smartfin and Stocknear keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Smartfin and Stocknear?
Both Smartfin and Stocknear 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?
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 Stocknear stands out for Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
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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.