VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

Tool Comparison

Smartkarma vs Value Line comparison

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

Quick takeaways

Smartkarma adds Calendar, AI, Videos, and Blogs coverage that Value Line skips.

Value Line includes Financials, Scores, Data Visualizations, ETF Overview, Fund Overview, and Options categories that Smartkarma omits.

Smartkarma ships a mobile app. Value Line is web/desktop only.

In depth comparison

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

WebMobile

Pricing

FreeSubscription

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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Value Line logo

Value Line

valueline.com

Value Line is a research platform offering proprietary ranks and analyst commentary across multiple subscription services (equities, funds/ETFs, options, and stock-pick newsletters). Some newsletters are free, while core research access is subscription-based. Digital equity packages (e.g., Investment Survey - Smart Investor / Savvy Investor) include tools like a screener, watchlists, alerts and charting; coverage and entitlements vary by service.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Free email content includes "Stock Market Today" daily outlook and the "Market Focus" weekly email newsletter (Market Focus is stated as free and not requiring a paid subscription).
  • Single-page equity reports with current and historical financial data, 3-5 year price/earnings projections, and an 18-month target price range (Investment Survey with digital access).
  • Proprietary ranks: Timeliness Rank forecasts relative price performance for the coming 6-12 months; Safety Rank measures risk.
  • Digital equity packages include customizable data modules and templates, plus: stock screener (up to 10 saved searches), watchlists (up to 3; 15 securities each), alerts (four categories; up to 25 companies), and charting (layer up to 11 indicators; save up to 5 charts).
  • Savvy Investor is described as the most comprehensive non-professional equity package, giving access to a universe of 3,000+ companies across 90+ industries and seven model portfolios.

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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.

Value Line

Distinct strengths include:

  • Free email content includes "Stock Market Today" daily outlook and the "Market Focus" weekly email newsletter (Market Focus is stated as free and not requiring a paid subscription).
  • Single-page equity reports with current and historical financial data, 3-5 year price/earnings projections, and an 18-month target price range (Investment Survey with digital access).
  • Proprietary ranks: Timeliness Rank forecasts relative price performance for the coming 6-12 months; Safety Rank measures risk.
  • Digital equity packages include customizable data modules and templates, plus: stock screener (up to 10 saved searches), watchlists (up to 3; 15 securities each), alerts (four categories; up to 25 companies), and charting (layer up to 11 indicators; save up to 5 charts).

Feature-by-feature breakdown

AttributeSmartkarmaValue Line
Categories

Which research workflows each platform targets

Shared: Stock Ideas, Screeners, Watchlist, News, Alerts, Newsletters

Unique: Calendar, AI, Videos, Blogs

Shared: Stock Ideas, Screeners, Watchlist, News, Alerts, Newsletters

Unique: Financials, Scores, Data Visualizations, ETF Overview, Fund Overview, Options

Asset types

Supported asset classes and universes

Stocks, ETFs, Bonds, Currencies, Cryptos

Stocks, ETFs, Mutual Funds, Options

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, Subscription

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

  • Free email content includes "Stock Market Today" daily outlook and the "Market Focus" weekly email newsletter (Market Focus is stated as free and not requiring a paid subscription).
  • Single-page equity reports with current and historical financial data, 3-5 year price/earnings projections, and an 18-month target price range (Investment Survey with digital access).
  • Proprietary ranks: Timeliness Rank forecasts relative price performance for the coming 6-12 months; Safety Rank measures risk.
  • Digital equity packages include customizable data modules and templates, plus: stock screener (up to 10 saved searches), watchlists (up to 3; 15 securities each), alerts (four categories; up to 25 companies), and charting (layer up to 11 indicators; save up to 5 charts).
  • Savvy Investor is described as the most comprehensive non-professional equity package, giving access to a universe of 3,000+ companies across 90+ industries and seven model portfolios.
  • Mutual fund, ETF, and options coverage are offered as separate services (e.g., Fund Advisor Plus, ETFs Service, Options Survey).
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Frequently Asked Questions

Which workflows do Smartkarma and Value Line both support?

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

Do Smartkarma and Value Line require subscriptions?

Both Smartkarma and Value Line 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 Value Line 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 Value Line stands out for Free email content includes "Stock Market Today" daily outlook and the "Market Focus" weekly email newsletter (Market Focus is stated as free and not requiring a paid subscription)., Single-page equity reports with current and historical financial data, 3-5 year price/earnings projections, and an 18-month target price range (Investment Survey with digital access)., and Proprietary ranks: Timeliness Rank forecasts relative price performance for the coming 6-12 months; Safety Rank measures risk..

Keep exploring

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.