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index / finqOS vs Smallfolk

>_ finqOS vs Smallfolk

finqOS and Smallfolk, side-by-side. Compare the facts below, then pick the one that fits your workflow.

finqOS
Smallfolk
one-liner
Records investment theses and supporting evidence on a research canvas alongside screener, watchlist, and portfolio tracking to document why trades were made and how calls held up over time.
Tracks stocks and options positions, analyzes closed trades by P&L and holding period, and provides audio summaries of 100+ investing books alongside practical guides.
best for
self-directed investors who want to document their investment rationale and review how their calls held up over time
self-directed investors tracking their own stock and options portfolios and learning through book summaries
key feature
research canvas that timestamps evidence and thesis blocks for retrospective review
combines portfolio tracking with an academy of narrated book summaries
who uses it
Retail
Retail
asset class
Equities
Equities
function
Research, Portfolio Tracking
Portfolio Tracking, Research
strategies
Value Investing, Growth Investing, Fundamental Analysis, Long-Term Investing
Options Trading, Long-Term Investing
workflow
Idea Generation, Screening, Research, Monitoring
Research, Monitoring
instruments
Stocks
Stocks, Options
regions
North America
—
pricing
$-$$
FREE-$
plans
Free Trial $0 for 14 days · Pro Monthly $9.99/month · Pro Yearly $79.99/year · Founding Member (first 50) $39/year · Founding Member (next 200) $49/year
Free free forever · Pro advanced analytics
free tier
yes
yes
model
subscription
freemium
via
web
web
audience
retail
retail
upvotes
0
0

finqOS vs Smallfolk: key differences

  • finqOS also covers idea generation, screening in the workflow.
  • finqOS is tagged for value investing, growth investing, fundamental analysis.
  • Smallfolk is tagged for options trading.

about finqOS

a research terminal for self-directed equity investors that timestamps thesis blocks and evidence snapshots on a canvas, so users can later compare calls against how they held up. includes a screener with 175+ metrics, watchlist, portfolio tracking benchmarked to S&P 500, and single-page stock detail (financials, technicals, insider activity, filings, transcripts).

about Smallfolk

smallfolk is a portfolio tracker and investing academy for self-directed investors. tracks stocks and options positions, imports via csv, and analyzes every closed trade by realized p&l, holding period, and capital employed. includes a library of 100+ investing book summaries delivered as audio, plus practical guides on options, value investing, and market history.

finqOS
Records investment theses and supporting evidence on a research canvas alongside screener, watchlist, and portfolio tracking to document why trades were made and how calls held up over time.
[↗] visit finqos.com
Smallfolk
Tracks stocks and options positions, analyzes closed trades by P&L and holding period, and provides audio summaries of 100+ investing books alongside practical guides.
[↗] visit smallfolk.app

See full data, pricing and alternatives on the finqOS profile page, or the Smallfolk profile page.

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