Premium products
Features
- Custom Watchlists
- Organize companies into multiple watchlists
- Quick access to key metrics
- All tracked companies in one place
- Centralized Company View
- View companies in a convenient, sortable table
- Dedicated section for recent major events
- Filter by filings, earnings, transcripts, and more
- Interactive Visualizations
- Explore 30+ years of financial data
- Toggle between yearly and quarterly views
- Compare metrics easily with intuitive charts
- Human-Friendly Insights
- Simplified company insights
- Filter insights by three clear categories
- Research Tracker
- Checkboxes to track your research progress
- Ten predefined questions to guide your analysis
- Metric Scoring System
- Scores for each key financial metric
- Grouped into four categories: value, profit, growth, and health
- Access historical performance with a single click
Use cases
Use Case 1: Long-Term Investor Building a Portfolio
Emma is a long-term investor focused on building a diversified portfolio. She uses the platform to:
- Create multiple watchlists by sector (e.g., Tech, Healthcare, Industrials)
- Compare key financial metrics like revenue growth, profit margins, and debt ratios
- Track recent earnings reports and filings to stay up to date
- Use the scoring system to quickly assess companies on value, growth, and financial health
- Check off research questions as she analyzes each company to make confident, informed investment decisions
Use Case 2: Equity Research Analyst Conducting Deep Dives
Jason, an equity research analyst, needs to evaluate companies quickly and accurately. He uses the platform to:
- Organize coverage companies by client portfolios and priority level
- Analyze 30+ years of financial data with interactive visualizations
- Access transcripts, earnings calls, and major events in one place
- Use predefined insights to get a quick overview, then dive deeper into custom metrics
- Track his research progress and revisit past analyses with historical scoring data
Comments
For many people without a background in finance, investing in stocks can feel overwhelming. Deep financial expertise and countless hours of research often seem like prerequisites—and as a result, money sits idle in bank accounts, losing value over time. The challenge? Finding great investments takes both time and knowledge. That’s why we created smartf.in—a platform designed to make stock research fast, easy, and insightful. It brings together real-time alerts, customizable watchlists, company updates, interactive financial data, and human-friendly insights—all in one place. It’s a tool built for investors who want to make smarter decisions without needing a finance PhD.
That is a really nice tool
Perfect tool for people with no knowledge of finance and investing in stocks.
Great tool. Good for beginners.
Good tool, exactly what I need.
Smartfin looks like a great tool for tracking stock performance with deep insights and key metrics. The custom watchlists and centralized company view make it easy to stay organized, while the interactive visualizations and metric scoring system provide valuable data at a glance. It seems like a powerful resource for both long-term investors and active traders. Great job on making financial analysis more accessible!
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Badges & Awards
Badges & Awards
Comments
Looks really handy for anyone doing stock research. Good luck with it!
For many people without a background in finance, investing in stocks can feel overwhelming. Deep financial expertise and countless hours of research often seem like prerequisites—and as a result, money sits idle in bank accounts, losing value over time. The challenge? Finding great investments takes both time and knowledge. That’s why we created smartf.in—a platform designed to make stock research fast, easy, and insightful. It brings together real-time alerts, customizable watchlists, company updates, interactive financial data, and human-friendly insights—all in one place. It’s a tool built for investors who want to make smarter decisions without needing a finance PhD.
That is a really nice tool
Perfect tool for people with no knowledge of finance and investing in stocks.
Great tool. Good for beginners.
Good tool, exactly what I need.
Smartfin looks like a great tool for tracking stock performance with deep insights and key metrics. The custom watchlists and centralized company view make it easy to stay organized, while the interactive visualizations and metric scoring system provide valuable data at a glance. It seems like a powerful resource for both long-term investors and active traders. Great job on making financial analysis more accessible!
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Looks really handy for anyone doing stock research. Good luck with it!