Robroker
Review model portfolios, holdings, changes, and research context within a structured workflow designed to support ongoing market review.
About SmartFinance
Research infrastructure for self-directed investors
SmartFinance is a research platform built for investors who want structured market intelligence without managing multiple disconnected tools.
It brings together model monitoring, screening, market commentary, and insider activity into a single workflow designed to support idea generation, comparison, and ongoing review.
Platform Overview
Robroker Screener
Rank securities using quantitative signals so users can scan large sets of names with a more consistent research framework.
SMART Digest
Read concise market briefings that summarize relevant news, macro developments, and broader market context.
Insider Trading
Monitor public insider transaction activity to add another layer of context when evaluating companies and market behavior.
How The Models Work
SmartFinance model views are built around ranking frameworks that evaluate securities using combinations of market, valuation, quality, growth, momentum, analyst, and technical inputs.
AI Hybrid
AI Hybrid combines systematic model research with human decision-making. It uses quantitative model output as a starting point, but portfolio decisions are reviewed through a discretionary lens.
The portfolio manager may consider market conditions, company developments, valuation, business quality, and risk management before making changes. As a result, holdings, position sizing, trade timing, and cash levels may differ from the automated models.
AI Hybrid is intended to represent a research-driven discretionary approach rather than a purely rules-based strategy.
Automated AI Models
The automated models follow predefined ranking and portfolio construction frameworks. As rankings change, holdings may be updated or rebalanced to reflect new relative positioning.
SmartFinance includes multiple systematic model views such as SMART Scores, YF Scores, YF Targets, and SMA 200W so users can compare different methodology-driven outputs within one platform.
Model Comparison and Limitations
Changes in price, financial results, analyst revisions, and broader market conditions can all affect model output. Different approaches may also react differently to the same market environment.
These model views should be treated as research tools, not predictive systems or personalized portfolio instructions. They may not reflect slippage, taxes, fees, liquidity constraints, or every real-world execution factor.
Data Sources
SmartFinance aggregates information from public and third-party sources that may support research workflows.
Public market data
Public company filings
Analyst estimates
News and research sources
While reasonable efforts may be made to present useful information, SmartFinance does not guarantee that displayed data is accurate, complete, current, or suitable for any specific purpose.
Subscription Model
SmartFinance offers a Free plan with delayed research access and a Premium plan with live data and broader advanced research access.
Premium is currently offered at €10/month or €100/year.
Smart Circle remains a private admin-assigned access tier with Premium-equivalent access and is not sold publicly.
Platform Status
Some platform capabilities may be in beta, under active development, or released gradually over time.
Features, data coverage, and availability may evolve as the platform changes. Access may also vary by subscription level and product updates.
Stripe is the sole payment processor for paid subscriptions and is solely responsible for payment processing and payment-data security.
Stripe terms are available at https://stripe.com/legal/ssa.
Disclaimers
SmartFinance is provided for educational and research purposes only.
Nothing on the platform constitutes financial, investment, tax, legal, or accounting advice.
Past performance, historical rankings, and prior model results do not guarantee future results.
Data may contain delays, inaccuracies, omissions, or later revisions.
Users remain solely responsible for their own research, decisions, and risk management.
For support, account questions, or general inquiries, visit the Contact page.