VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Wednesday, October 15, 2025

View SmartfinView StockopediaBack to Home

Head-to-head

Smartfin vs Stockopedia comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Smartfin adds Transcripts, Insider Data, and AI Business Summary coverage that Stockopedia skips.

Stockopedia includes Screeners, Analyst Forecasts, Analyst Recommendations, Portfolio, News, Education, Blogs, and Newsletters 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..

Stockopedia is known for: Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..

Smartfin has a free tier, while Stockopedia requires a paid plan.

Stockopedia offers mobile access, which Smartfin skips.

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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Stockopedia logo

Stockopedia

stockopedia.com

Editor’s pick Hands-on review

Stockopedia is a stock research and screening platform best known for its StockRanks™ ratings and broad coverage across the UK, US, Europe, and Asia-Pacific. All plans include the same features; pricing is based on regional market access. Data comes primarily from Refinitiv, with fundamentals refreshed multiple times a day and recomputed after the close. Users get unlimited alerts, a 14-day free trial, and a 30-day money-back guarantee on the first payment.

Platforms

Web
Mobile

Pricing

Subscription

Quick highlights

  • Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”
  • StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications.
  • Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars.
  • Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.
  • Charts include overlays and indicators such as Bollinger Bands, MACD, RSI, and Ichimoku, plus multi-symbol comparisons.

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Overlap

Shared focus areas

9 overlaps

Mutual strengths include Stock Ideas, Financials, and Scores plus 6 more areas.

Where they differ

Smartfin

Distinct strengths include:

Transcripts
Insider Data
AI Business Summary
  • 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.

Stockopedia

Distinct strengths include:

Screeners
Analyst Forecasts
Analyst Recommendations
Portfolio
News
Education
Blogs
Newsletters
  • Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”
  • StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications.
  • Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars.
  • Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.

Feature-by-feature breakdown

AttributeSmartfinStockopedia
Categories

Which research workflows each platform targets

Shared: Stock Ideas, Financials, Scores, Data Visualizations, Checklist, Analyst Price Targets, Watchlist, Alerts, Calendar

Unique: Transcripts, Insider Data, AI Business Summary

Shared: Stock Ideas, Financials, Scores, Data Visualizations, Checklist, Analyst Price Targets, Watchlist, Alerts, Calendar

Unique: Screeners, Analyst Forecasts, Analyst Recommendations, Portfolio, News, Education, Blogs, Newsletters

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs, Closed-End Funds

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

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

  • Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”
  • StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications.
  • Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars.
  • Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.
  • Charts include overlays and indicators such as Bollinger Bands, MACD, RSI, and Ichimoku, plus multi-symbol comparisons.
  • Export data from Screens and Folios to Excel or CSV for deeper analysis.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do Smartfin and Stockopedia both support?

Both platforms cover Stock Ideas, Financials, Scores, Data Visualizations, Checklist, 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.

Which tool offers a free plan?

Smartfin offers a free entry point, while Stockopedia requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Stockopedia 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 Stockopedia stands out for Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

Recommended tools

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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.