VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Smartkarma vs Sure Dividend comparison

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

Quick takeaways

Smartkarma adds Screeners, Watchlist, News, Alerts, Calendar, AI, and Videos coverage that Sure Dividend skips.

Sure Dividend includes Valuation Models, Financials, and Scores categories that Smartkarma omits.

Smartkarma highlights: AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..

Sure Dividend is known for: Three monthly newsletters (Sure Dividend, Sure Retirement, Sure Passive Income), each with a different yield and strategy focus., Additional idea services like Top 10 Dividend Elite (25+ years of dividend increases) and Top 10 REITs, published monthly., and Sure Analysis Research Database: 900+ securities with quarterly 3-page reports, a daily-updated ranking spreadsheet (covering expected returns, fair value, and Dividend Risk Scores), access to historical reports, and a weekly Top-10 email. Includes all premium newsletters..

Smartkarma has a free tier, while Sure Dividend requires a paid plan.

Smartkarma ships a mobile app. Sure Dividend is web/desktop only.

Smartkarma logo

Smartkarma

smartkarma.com

An AI-augmented investment intelligence platform that combines independent research, data tools, and real-time alerts. Access is plan-gated: the flagship Pro Platform costs USD 10,950/year per user and is available to accredited or professional investors; Premium and Data subscriptions are available on request, while separate offerings exist for Corporate Digital IR and Plus platforms. Mobile apps are available for iOS and Android.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts.
  • SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap.
  • Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics.
  • Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
  • Research is distributed simultaneously on the platform, via alerts/email, and syndicated to Bloomberg Terminal.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
Sure Dividend logo

Sure Dividend

suredividend.com

Sure Dividend is a dividend-focused research publisher offering a range of newsletters and its flagship Sure Analysis Research Database. The service caters to long-term, income-oriented investors with tools for stock ideas, valuation, and ranking. Newsletters provide monthly top-10 lists across different themes, while Sure Analysis adds quarterly research reports, a daily-updated ranking spreadsheet, and weekly email updates. Subscriptions are available monthly, annually, or via lifetime access, with refund and free-trial terms depending on the plan.

Platforms

Web

Pricing

Subscription
One-time

Quick highlights

  • Three monthly newsletters (Sure Dividend, Sure Retirement, Sure Passive Income), each with a different yield and strategy focus.
  • Additional idea services like Top 10 Dividend Elite (25+ years of dividend increases) and Top 10 REITs, published monthly.
  • Sure Analysis Research Database: 900+ securities with quarterly 3-page reports, a daily-updated ranking spreadsheet (covering expected returns, fair value, and Dividend Risk Scores), access to historical reports, and a weekly Top-10 email. Includes all premium newsletters.
  • Newsletter pricing: $29/month, $199/year, or $1,299 lifetime. Includes a 7-day free trial (except lifetime) and a 60-day refund window.
  • Sure Analysis pricing: $999/year or $6,499 lifetime, with a 7-day free trial on the annual plan. Lifetime access may not always be available.

Community votes (overall)

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

Shared focus areas

3 overlaps

Mutual strengths include Stock Ideas, Newsletters, and Blogs.

Where they differ

Smartkarma

Distinct strengths include:

  • AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts.
  • SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap.
  • Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics.
  • Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.

Sure Dividend

Distinct strengths include:

  • Three monthly newsletters (Sure Dividend, Sure Retirement, Sure Passive Income), each with a different yield and strategy focus.
  • Additional idea services like Top 10 Dividend Elite (25+ years of dividend increases) and Top 10 REITs, published monthly.
  • Sure Analysis Research Database: 900+ securities with quarterly 3-page reports, a daily-updated ranking spreadsheet (covering expected returns, fair value, and Dividend Risk Scores), access to historical reports, and a weekly Top-10 email. Includes all premium newsletters.
  • Newsletter pricing: $29/month, $199/year, or $1,299 lifetime. Includes a 7-day free trial (except lifetime) and a 60-day refund window.

Feature-by-feature breakdown

AttributeSmartkarmaSure Dividend
Categories

Which research workflows each platform targets

Shared: Stock Ideas, Newsletters, Blogs

Unique: Screeners, Watchlist, News, Alerts, Calendar, AI, Videos

Shared: Stock Ideas, Newsletters, Blogs

Unique: Valuation Models, Financials, Scores

Asset types

Supported asset classes and universes

Stocks, ETFs, Bonds, Currencies, Cryptos

Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile

Web

Pricing

High-level pricing models

Free, Subscription

Subscription, One-time

Key features

Core capabilities called out by each vendor

Unique

  • AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts.
  • SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap.
  • Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics.
  • Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
  • Research is distributed simultaneously on the platform, via alerts/email, and syndicated to Bloomberg Terminal.
  • Additional investment tools include FX, rates and macroeconomic calendars, and crypto dashboards.

Unique

  • Three monthly newsletters (Sure Dividend, Sure Retirement, Sure Passive Income), each with a different yield and strategy focus.
  • Additional idea services like Top 10 Dividend Elite (25+ years of dividend increases) and Top 10 REITs, published monthly.
  • Sure Analysis Research Database: 900+ securities with quarterly 3-page reports, a daily-updated ranking spreadsheet (covering expected returns, fair value, and Dividend Risk Scores), access to historical reports, and a weekly Top-10 email. Includes all premium newsletters.
  • Newsletter pricing: $29/month, $199/year, or $1,299 lifetime. Includes a 7-day free trial (except lifetime) and a 60-day refund window.
  • Sure Analysis pricing: $999/year or $6,499 lifetime, with a 7-day free trial on the annual plan. Lifetime access may not always be available.
  • Free downloadable Excel spreadsheets for popular dividend lists (e.g., Dividend Aristocrats, MLPs), updated daily.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

Standard listing

Frequently Asked Questions

Which workflows do Smartkarma and Sure Dividend both support?

Both platforms cover Stock Ideas, Newsletters, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

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

Which tool has mobile access?

Smartkarma ships a dedicated mobile experience, while Sure Dividend focuses on web or desktop access.

What unique strengths set the two platforms apart?

Smartkarma differentiates itself with AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors—Value, Dividend, Growth, Resilience, and Momentum—with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics., whereas Sure Dividend stands out for Three monthly newsletters (Sure Dividend, Sure Retirement, Sure Passive Income), each with a different yield and strategy focus., Additional idea services like Top 10 Dividend Elite (25+ years of dividend increases) and Top 10 REITs, published monthly., and Sure Analysis Research Database: 900+ securities with quarterly 3-page reports, a daily-updated ranking spreadsheet (covering expected returns, fair value, and Dividend Risk Scores), access to historical reports, and a weekly Top-10 email. Includes all premium newsletters..

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.