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

Smartfin adds Stock Ideas, Scores, Transcripts, Checklist, and AI Business Summary coverage that Stocknear skips.

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 logo

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.

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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Stocknear logo

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.

Platforms

Web

Pricing

Free
Subscription

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.

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Overlap

Shared focus areas

7 overlaps

Mutual 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

AttributeSmartfinStocknear
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

  • 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.
  • Curated ‘Stock Lists’ (e.g., top dividend, top AI, top market cap) focused on U.S. markets.

Unique

  • 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.
  • Analyst section with ratings, price targets, and EPS/revenue forecasts.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

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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)..

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.