ETF consensus. Dividend portfolios. Smart money.
I used to spend hours cross-referencing ETF holdings to find dividend stocks validated by major funds. StockSmarty does it automatically. Select your ETFs, set a minimum yield, and it rates each stock based on the number of funds holding it and their weight. Rebalance according to market movements. Get AI-powered analyses to understand what you own and why. Created by a dividend investor, for dividend investors.
For dividend investors, StockSmarty enables the identification of stocks consistently held across multiple ETFs. This allows for the construction of a portfolio with high conviction, such as identifying Apple (AAPL) as a top holding across several dividend-focused ETFs.
For those pursuing Financial Independence, Retire Early (FIRE), StockSmarty helps refine passive income streams by analyzing ETF overlap for durable income-generating companies. This can lead to a more concentrated portfolio of reliable dividend payers, like identifying Johnson & Johnson (JNJ) as a strong consensus pick.
For DIY investors managing multiple ETFs, StockSmarty reveals hidden duplication in holdings, preventing unintentional over-concentration. For example, it can show if two different tech ETFs both heavily feature Microsoft (MSFT), allowing for portfolio adjustments.
For new investors exploring dividend strategies, StockSmarty provides a clear view of stocks favored by institutional investors across various ETFs. This educational tool can help beginners understand what constitutes a 'smart money' consensus, like seeing how often Vanguard's VYM and Schwab's SCHD both hold Coca-Cola (KO).
StockSmarty offers a free tier that allows for 1 analysis and 1 rebalance per 30 days, along with saving portfolios and viewing basic stock details. Paid plans are available for more frequent analyses and advanced features.
StockSmarty has several pricing tiers starting with a free option. Paid plans include Basic at £5/month, Pro at £10/month, and Unlimited at £15/month, offering progressively more analyses, rebalances, and features.
While StockSmarty focuses on ETF consensus for dividend portfolios, alternatives might include traditional stock screeners, financial data platforms like Refinitiv or Bloomberg (for professionals), or other portfolio analysis tools that may offer different features or data sources.
StockSmarty's website includes links to its Privacy Policy and Terms & Conditions, suggesting adherence to data protection regulations. Users can cancel subscriptions anytime via Stripe, indicating a standard approach to user data management.
StockSmarty allows you to build portfolios with exact allocations that can be replicated on various trading platforms. These include Trading 212, InvestEngine, Hargreaves Lansdown, Freetrade, and Interactive Brokers, among others.
StockSmarty analyzes holdings across ETFs you select to identify high-conviction stocks favored by multiple funds. It assigns a conviction score based on fund overlap and weighting, then provides exact stock picks and allocation percentages for building a dividend portfolio.
StockSmarty is primarily a web-based tool, accessible through a web browser on desktop or mobile devices. There is no mention of a dedicated standalone mobile application.
We're still verifying the official pricing for StockSmarty. In the meantime, the most up-to-date plans and prices are available directly on the publisher's website.
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