VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, October 16, 2025

Head-to-head

Smartfin vs Yahoo Finance 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, Insider Data, and AI Business Summary coverage that Yahoo Finance skips.

Yahoo Finance includes Screeners, Portfolio, News, Analyst Recommendations, ETF Overview, ETF Holdings, ETF Performance, Options, Dividends, Splits, and Education 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..

Yahoo Finance is known for: Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..

Yahoo Finance 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.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
Yahoo Finance logo

Yahoo Finance

finance.yahoo.com

Hands-on review

One of the most widely used finance portals, offering global market coverage, news, screeners, and portfolio tools. A free plan provides core features, while paid Silver and Gold tiers add extras such as research, enhanced filters, and historical data downloads. Real-time vs delayed quotes vary by exchange, and mobile apps support price alerts and personalized news.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
  • Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
  • Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
  • Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
  • Equity, ETF, and mutual fund screeners with hundreds of filters; Plus tiers add premium filters such as Morningstar ratings.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
Overlap

Shared focus areas

6 overlaps

Mutual strengths include Financials, Data Visualizations, and Analyst Price Targets plus 3 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.

Yahoo Finance

Distinct strengths include:

  • Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
  • Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
  • Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
  • Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.

Feature-by-feature breakdown

AttributeSmartfinYahoo Finance
Categories

Which research workflows each platform targets

Shared: Financials, Data Visualizations, Analyst Price Targets, Watchlist, Alerts, Calendar

Unique: Stock Ideas, Scores, Transcripts, Checklist, Insider Data, AI Business Summary

Shared: Financials, Data Visualizations, Analyst Price Targets, Watchlist, Alerts, Calendar

Unique: Screeners, Portfolio, News, Analyst Recommendations, ETF Overview, ETF Holdings, ETF Performance, Options, Dividends, Splits, Education

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs, Mutual Funds, Options, Futures, Commodities, Currencies, Cryptos, Bonds

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

  • 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

  • Free plan with optional Silver and Gold subscriptions that unlock advanced features and research.
  • Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free.
  • Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data.
  • Interactive full-screen charts with dozens of technical indicators and extended-hours toggles.
  • Equity, ETF, and mutual fund screeners with hundreds of filters; Plus tiers add premium filters such as Morningstar ratings.
  • Portfolio tracking with editable lots and transaction history; certain brokerages can be linked for automatic holdings sync.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Smartfin and Yahoo Finance both support?

Both platforms cover Financials, Data Visualizations, 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 Yahoo Finance require subscriptions?

Both Smartfin and Yahoo Finance keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Yahoo Finance 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 Yahoo Finance stands out for Free plan with optional Silver and Gold subscriptions that unlock advanced features and research., Historical price downloads in CSV format are gated to Gold; portfolio and watchlist exports remain free., and Coverage spans 100+ exchanges worldwide, with clear labeling of real-time versus delayed data..

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.