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smart investments

Clear financial scores. Intuitive visuals. Real-time alerts.
All in one place. No jargon. No fluff. No tab chaos.
Just Smartfin.

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Find a company worth understanding — in seconds

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How Smartfin Helps You Invest Smarter

Simple tools designed for clarity, performance, and real investor needs.

01

10 seconds is all you need

  • Company overview in simple terms using our AI.
  • Highlighting the positives and negatives.
  • Hover for sector positions and metric explanations.
  • Always up-to-date.
02

Scored metrics at a glance

  • Scorecards for value, profit, growth, health.
  • Historic views in a single click.
  • Ranking company positions across sectors.
03

Insights for humans

  • 1-sentence financial status interpretations.
  • Filterable by positive, neutral, or negative impact.
04

Real-time alerts

  • Choose which companies and events to track.
  • Get instant notifications for insider trades and analyst price targets.
  • Stay informed without monitoring the news 24/7. Smartfin does it for you.
05

Interactive visualizations

  • 30+ years of financial data.
  • Quarterly or yearly. Compare metrics with ease.
  • Over 200 metrics.
06

Your watchlists, your way

  • Organize companies in personalized lists.
  • Quick access to essential metrics.
07

All your companies in one place

  • Filter filings, earnings, transcripts.
  • See events across your entire portfolio.
08

Track your research

  • Smart qualitative research checklist.
  • See how far you’ve gone, and what’s next.

What Investors Are Saying

Trusted by professionals and casual investors alike.

Jessica Lee
Jessica Lee
Private Investor

Smartfin helped me finally understand a bit about investing.

Daniel Kim
Daniel Kim
Tech Founder

Everything I need to monitor my investments in one clean dashboard.

Anjali Patel
Anjali Patel
Wealth Advisor

I recommend Smartfin to clients who want insight without the overload.

Join thousands who already trust Smartfin

Stop Jumping Between Tools

See why investors are switching to Smartfin for clarity and speed.

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Before
  • Multiple logins and tabs
  • Outdated, raw financial tables
  • Hard-to-understand jargon
  • Scattered metrics across tools
  • Limited historical context
  • No research tracking or checklisting
Smartfin
After
  • One dashboard for all your investing tools
  • Clean, visual charts across all metrics
  • Insights for humans
  • Key metrics, filings, alerts — in one place
  • 30+ years of data history for deep dives
  • Track your research and due diligence with ease

Beat the index with a plan that’s easy on your wallet

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MonthlyYearly

2 months free

Starter

Access essential financial data and tools, as well as 3 company evaluations per month. Your investing journey starts here.

Free

No billing required.


  • 5 years of financial statements and key metrics
  • 1 watchlist with up to 5 companies
  • Access to our curated collection of stock lists
  • 3 Smartfin company overviews per month
  • Evaluate up to 3 companies per month
  • Stay informed with up to 3 real-time alerts

Premium

Most popular

Unlock deeper insights with extended history, more company evaluations, and richer watchlists and alerts.

$12.99$8.33/month

Billed $99.99 annually

14-day money-back guarantee


  • 10 years of financial statements and key metrics
  • 2 watchlists with up to 10 companies each
  • Access to our curated collection of stock lists
  • 10 Smartfin company overviews per month
  • Evaluate up to 10 companies per month
  • Stay informed with up to 10 real-time alerts
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Pro

For power users

Access literally everything we have to offer: from unlimited company evaluations and alerts, to exclusive stock lists.

$16.99$9.99/month

Billed $119.88 annually

14-day money-back guarantee


  • 30+ years of financial statements and key metrics
  • 10 watchlists with up to 100 companies each
  • Exclusive access to our high-value stock lists
  • Unlimited Smartfin company overviews
  • Evaluate unlimited companies
  • Stay informed with unlimited real-time alerts

Frequently Asked Questions

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