★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Smartfin vs Stockopedia
Pick Smartfin if
Smartfin
Free • From $8.33/mo · Web
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You care about transcripts, insider data, and AI research, things Stockopedia doesn't offer
Pick Stockopedia if
Stockopedia
Subscription · Web · Mobile
- You do a lot of your research from your phone
- You care about screeners, analyst forecasts, and portfolio, things Smartfin doesn't offer
- You've outgrown the basics and want pro-level depth
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Smartfin and Stockopedia cover a lot of the same ground (9 shared categories, including stock ideas, financials, and scores), so for the basics you won't go far wrong with either. Stockopedia simply does more: 16 categories to Smartfin's 12, including screeners, analyst forecasts, and portfolio, plus a mobile app. Smartfin counters by letting you start free.
What readers say
Smartfin
Vote once to reveal the community verdict.
Stockopedia
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Smartfin
- Free trial
- Stockopedia14 days
- Broader coverage
- Stockopedia16 vs 12 categories
- Mobile app
- Stockopedia
- Real-time data
- Smartfin
- Global coverage
- Stockopedia
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $8.33/mo | Subscription |
Free tier | Yes | No |
Free trial | — | 14 days |
Plan limits | — | 3 limits: Europe incl UK (Annual): stock reports: 9,000+, US and Europe incl UK (Annual): stock reports: 19,000+ +1 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | — | No |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 12 | 16 |
Regions | North America | Europe, North America, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time and End of Day and Granularity: EOD | 4 signals: Latency: 15-min Delayed and End of Day, Granularity: EOD +2 more |
Capabilities | AI summaries: Filings | Universe builder and Factors: Value, Quality, and Momentum |
| Try it | Visit Smartfin | Visit Stockopedia |
Where each one shines
What Smartfin and Stockopedia each do best.ShowHide
Where each one shines
What Smartfin and Stockopedia each do best.What Smartfin does best
- Read Smartfin company overview and evaluation cards with plain-English positives, negatives, and peer positioning.
- Use sector-adjusted scorecards for value, profit, growth, and financial health with peer rankings.
- Explore visual financial statements with plan-based history: 5 years on Starter, 10 years on Premium, and 30+ years on Pro.
- Track watchlists and real-time alerts with limits that scale from Starter and Premium to larger Pro usage.
- Use the event hub for earnings, SEC filings, transcripts, and a lightweight research checklist for followed tickers.
What Stockopedia does best
- Use StockRanks to compare stocks through Quality, Value, and Momentum ratings, with additional risk ratings and style classifications.
- Research companies through StockReports that combine ranks, financials, forecasts, charts, news, valuation context, risk flags, and key investment signals.
- Screen stocks with more than 350 criteria across fundamentals, valuation, quality, momentum, dividends, technicals, forecasts, and market data.
- Start from prebuilt GuruScreens and strategy templates when you want proven screening recipes instead of building every rule from scratch.
- Track portfolios with Folios, time-weighted returns, company announcements, reporting calendars, holdings context, and portfolio-level monitoring.
Every detail we compared
Every tracked attribute for Smartfin and Stockopedia, side by side.ShowHide
Every detail we compared
Every tracked attribute for Smartfin and Stockopedia, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Regions | North America | EuropeNorth AmericaAPAC |
Coverage details | Countries: USExchanges: XNYS and XNASIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | 15-min DelayedEnd of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
Import methods | Not specified | CSVManual |
Export formats | Image | CSVExcel |
| Plans & trust | ||
Capability signals | AI summaries: Filings | Universe builderFactors: Value, Quality, and Momentum |
Vendor & support | SmartfinSupport: Email | Stockopedia LtdCountry: United KingdomSupport: Email and Chat |
Curation ratings | Methodology 3/5Reliability 3/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Starter” | — |
| Entry paid plan | $8.33/mo“Premium” | €550/yr“Europe incl UK (Annual)”stock reports: 9,000+ |
| Tier 2 | $16.99/mo“Pro” | €725/yr“US and Europe incl UK (Annual)”stock reports: 19,000+ |
| Top plan | — | Subscription“Custom (regions)”stock reports: Up to 35,000+ |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Smartfin and Stockopedia?
Smartfin leans toward stock ideas, financials, and scores, while Stockopedia puts more weight on screeners, stock ideas, and financials. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
Is Smartfin or Stockopedia free to use?
Smartfin has a free tier, so you can get started without paying anything. Stockopedia is paid-only. If budget matters, start with Smartfin and see how far it takes you before opening your wallet.
Which is better for beginners: Smartfin or Stockopedia?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Smartfin or Stockopedia on my phone?
Stockopedia lists a dedicated mobile app, so it travels better. Smartfin doesn't list a dedicated mobile app; its documented access is web.
Should I choose Smartfin or Stockopedia?
It depends on what you're after. Pick Smartfin if transcripts and insider data matter to you; go with Stockopedia if you'd rather have screeners and analyst forecasts. And if you only need the basics both share, let price decide.
What asset classes do Smartfin and Stockopedia cover?
Both cover stocks. Stockopedia adds ETFs and closed-end funds on top.
Does Smartfin or Stockopedia have real-time data?
Smartfin offers real-time data, which matters if you trade actively. Stockopedia runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Smartfin or Stockopedia?
Stockopedia has documented international coverage (Europe, North America, and APAC), so it's the safer bet if you hold non-US stocks. Smartfin is more region-specific, mainly North America.
Can I export data from Smartfin and Stockopedia?
Stockopedia exports to CSV and Excel. Smartfin is stingier about getting data out.
Which has a better stock screener: Smartfin or Stockopedia?
Stockopedia has a stock screener for surfacing ideas; Smartfin doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Smartfin or Stockopedia?
Stockopedia handles portfolio tracking. Smartfin is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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Feedback
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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.