VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View SmartkarmaView The Zen of InvestingBack to Home

Head-to-head

Smartkarma vs The Zen of Investing comparison

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

Quick takeaways

Smartkarma adds Stock Ideas, Screeners, Watchlist, News, Alerts, AI, Videos, and Newsletters coverage that The Zen of Investing skips.

The Zen of Investing includes Spin-offs 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..

The Zen of Investing is known for: Covers U.S. spinoffs and select international cases, with a clear focus on special situations., “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings., and “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks..

Smartkarma ships a mobile app. The Zen of Investing 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.

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The Zen of Investing logo

The Zen of Investing

thezenofinvesting.com

A free, niche site dedicated to spinoffs and special situations. It maintains curated lists of upcoming and recent spinoffs, often linking directly to investor decks, prospectuses, and filings. The site also offers RSS feeds for SEC prospectus and tender-offer filings, making it a useful resource for event-driven investors. No subscriptions, paywalls, or API access are offered.

Platforms

Web

Pricing

Free

Quick highlights

  • Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
  • “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
  • “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
  • Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.
  • Publishes RSS feeds that surface SEC prospectus and tender-offer filings for easy monitoring.

Community votes (overall)

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Calendar, and Blogs.

Where they differ

Smartkarma

Distinct strengths include:

Stock Ideas
Screeners
Watchlist
News
Alerts
AI
Videos
Newsletters
  • 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.

The Zen of Investing

Distinct strengths include:

Spin-offs
  • Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
  • “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
  • “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
  • Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.

Feature-by-feature breakdown

AttributeSmartkarmaThe Zen of Investing
Categories

Which research workflows each platform targets

Shared: Calendar, Blogs

Unique: Stock Ideas, Screeners, Watchlist, News, Alerts, AI, Videos, Newsletters

Shared: Calendar, Blogs

Unique: Spin-offs

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

Free

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

  • Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
  • “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
  • “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
  • Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.
  • Publishes RSS feeds that surface SEC prospectus and tender-offer filings for easy monitoring.
  • Simple, free access with a contact form for inquiries; no paid plans or gated features.
Tested

Verified by hands-on testing inside Find My Moat

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Editor pick

Featured inside curated shortlists

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Frequently Asked Questions

Which workflows do Smartkarma and The Zen of Investing both support?

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

Do Smartkarma and The Zen of Investing require subscriptions?

Both Smartkarma and The Zen of Investing keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Smartkarma ships a dedicated mobile experience, while The Zen of Investing 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 The Zen of Investing stands out for Covers U.S. spinoffs and select international cases, with a clear focus on special situations., “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings., and “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks..

Keep exploring

Stay on top of related tools

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

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.