Smartfin adds Stock Ideas, Financials, Data Visualizations, Checklist, Insider Data, and AI Business Summary coverage that Zacks (Zacks.com) skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, October 16, 2025
Head-to-head
Smartfin vs Zacks (Zacks.com) comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Zacks (Zacks.com) includes Screeners, ETF Screeners, Portfolio, News, Analyst Forecasts, ETF Overview, ETF Performance, and ETF Holdings 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..
Zacks (Zacks.com) is known for: Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..
Zacks (Zacks.com) offers mobile access, which Smartfin skips.
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
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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Zacks (Zacks.com)
zacks.com
Hands-on review
Equity and fund research platform best known for the Zacks Rank system, Style Scores, and detailed earnings analysis. Free users get access to basic screeners and research pages, while Premium unlocks the full #1 Rank list, Equity Research Reports, and 45+ premium screens. The Earnings ESP filter is exclusive to Premium, and Zacks Ultimate bundles all of the firm’s private portfolios. The mobile app includes subscriber alerts and real-time ECN quotes.
Categories
Platforms
Web
Mobile
Pricing
Free
Subscription
Quick highlights
- Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
- Style Scores across Value, Growth, and Momentum factors.
- Stock, ETF, and mutual fund screeners with hundreds of filters.
- Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
- Unique Price-Consensus-EPS Surprise charts that map historical estimate accuracy and surprises.
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Overlap
Shared focus areas
6 overlapsMutual strengths include Scores, Transcripts, 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.
Zacks (Zacks.com)
Distinct strengths include:
- Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
- Style Scores across Value, Growth, and Momentum factors.
- Stock, ETF, and mutual fund screeners with hundreds of filters.
- Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
Feature-by-feature breakdown
| Attribute | Smartfin | Zacks (Zacks.com) |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Scores, Transcripts, Analyst Price Targets, Watchlist, Alerts, Calendar Unique: Stock Ideas, Financials, Data Visualizations, Checklist, Insider Data, AI Business Summary | Shared: Scores, Transcripts, Analyst Price Targets, Watchlist, Alerts, Calendar Unique: Screeners, ETF Screeners, Portfolio, News, Analyst Forecasts, ETF Overview, ETF Performance, ETF Holdings |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Mutual 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 | 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 | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do Smartfin and Zacks (Zacks.com) both support?
Both platforms cover Scores, Transcripts, 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 Zacks (Zacks.com) require subscriptions?
Both Smartfin and Zacks (Zacks.com) keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Zacks (Zacks.com) 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 Zacks (Zacks.com) stands out for Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..
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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.