Tool Comparison
Smartkarma vs Yellowbrick Investing
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want screeners, watchlist, and news.
- Paid from
- $24/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want institutional ownership.
Start here
Smartkarma
Free • Paid plans available · Web · Mobile
- You do a lot of your research from your phone
- You want screeners, watchlist, and news.
Pick Yellowbrick Investing instead if
Yellowbrick Investing
Free • From $288/yr · Web
- You want institutional ownership.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Smartkarma and Yellowbrick Investing cover a lot of the same ground (3 shared categories, stock ideas, alerts, and newsletters), so for the basics you won't go far wrong with either. Smartkarma simply does more: 10 categories to Yellowbrick Investing's 4, including screeners, watchlist, and news, plus a mobile app. Yellowbrick Investing counters by keeping things simpler.
What readers say
Smartkarma
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Yellowbrick Investing
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Key differences at a glance
- Mobile app
- Smartkarma
- Broader coverage
- Smartkarma10 vs 4 categories
- Asset coverage
- SmartkarmaAdds bonds and currencies
- Free plan
- Both
What Smartkarma does best
- Reading access to independent investment research and analyst commentary from the Smartkarma platform across equities, macro, FX, rates, crypto, and related markets.
- Direct analyst access, real-time alerts, email notifications, and watchlists to follow relevant research as it is published.
- Screening for ideas with SmartScore factors such as Value, Dividend, Growth, Resilience, and Momentum, with filters by country, sector, and market cap.
- The Relative Value tool for HoldCo and share-class pair opportunities, including Actionability, Investability, and z-score diagnostics.
- Monitor FX, rates, macroeconomic calendars, crypto dashboards, market updates, videos, blogs, and newsletters from the broader platform.
What Yellowbrick Investing does best
- Search tools across aggregated stock pitches by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and other research filters.
- Elite Investor Feeds to follow curated trades and ideas from tracked investors, with displayed average return statistics where available.
- Tracking hedge fund holdings and 13F activity through Hedge Fund Watcher, including fund trades, leaderboards, model portfolios, and fund-level stats on paid access.
- Premium adds current stock pitches, premium filters, professional fund portfolios, investor return analytics, and a daily email.
- Monitor the Yellowbrick Premium Portfolio, marketed as a real-money portfolio based on the 10 most profitable investors in its database, with alerts for new trades.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | Free • From $288/yr |
Free tier | Yes | Yes |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | No | — |
Integrations | Bloomberg Terminal | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | — |
Categories covered | 10 | 4 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | Corporate actions: Current | — |
Capabilities | Universe builder and Factors: Value, Quality, Momentum, and Growth | — |
| Try it | Visit Smartkarma | Visit Yellowbrick Investing |
Standout features
The best features of Smartkarma and Yellowbrick Investing.ShowHide
Standout features
What Smartkarma does best
- Reading access to independent investment research and analyst commentary from the Smartkarma platform across equities, macro, FX, rates, crypto, and related markets.
- Direct analyst access, real-time alerts, email notifications, and watchlists to follow relevant research as it is published.
- Screening for ideas with SmartScore factors such as Value, Dividend, Growth, Resilience, and Momentum, with filters by country, sector, and market cap.
- The Relative Value tool for HoldCo and share-class pair opportunities, including Actionability, Investability, and z-score diagnostics.
- Monitor FX, rates, macroeconomic calendars, crypto dashboards, market updates, videos, blogs, and newsletters from the broader platform.
What Yellowbrick Investing does best
- Search tools across aggregated stock pitches by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and other research filters.
- Elite Investor Feeds to follow curated trades and ideas from tracked investors, with displayed average return statistics where available.
- Tracking hedge fund holdings and 13F activity through Hedge Fund Watcher, including fund trades, leaderboards, model portfolios, and fund-level stats on paid access.
- Premium adds current stock pitches, premium filters, professional fund portfolios, investor return analytics, and a daily email.
- Monitor the Yellowbrick Premium Portfolio, marketed as a real-money portfolio based on the 10 most profitable investors in its database, with alerts for new trades.
All details
Every attribute we track for Smartkarma and Yellowbrick Investing.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsCurrenciesCryptos | StocksETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Access & integrations | ||
Integrations | Bloomberg Terminal | Not specified |
| Plans & trust | ||
Capability signals | Universe builderFactors: Value, Quality, Momentum, and Growth | Not specified |
Vendor & support | Smartkarma Innovations Pte LtdCountry: Singapore | Not specified |
Curation ratings | Methodology 4/5Reliability 4/5UX 4/5 | Methodology 3/5Reliability 3/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Preview Pass” | Free |
| Entry paid plan | Subscription“Pro Platform” | $288/yr≈ $24/mo“Yellowbrick Premium Annual” |
| Tier 2 | Subscription“Premium & Data Subscriptions” | $30/mo“Yellowbrick Premium Monthly” |
| Tier 3 | Subscription“Digital IR Platform (Corporate)” | — |
| Top plan | Subscription“Plus Platform (Wealth/Intermediaries)” | — |
Questions we keep getting
What's the difference between Smartkarma and Yellowbrick Investing?
Smartkarma leans toward stock ideas, screeners, and watchlist, while Yellowbrick Investing puts more weight on stock ideas, institutional ownership, and alerts. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Smartkarma and Yellowbrick Investing cost?
Good news: both Smartkarma and Yellowbrick Investing have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Smartkarma or Yellowbrick Investing on my phone?
Smartkarma lists a dedicated mobile app, so it travels better. Yellowbrick Investing doesn't list a dedicated mobile app; its documented access is web.
Should I choose Smartkarma or Yellowbrick Investing?
It depends on what you're after. Pick Smartkarma if screeners and watchlist matter to you; go with Yellowbrick Investing if you'd rather have institutional ownership. And if you only need the basics both share, let price decide.
What asset classes do Smartkarma and Yellowbrick Investing cover?
Both cover stocks and ETFs. Smartkarma also handles bonds, currencies, and cryptos.
Which has a better stock screener: Smartkarma or Yellowbrick Investing?
Smartkarma has a stock screener for surfacing ideas; Yellowbrick Investing doesn't, and focuses its energy elsewhere.
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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.