★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: AlphaResearch checked August 4, 2026
Tool Comparison
AlphaResearch vs Koyfin
Pick AlphaResearch if
AlphaResearch
Free • From $49.99/mo · Web · API
- You want an API so you can script or automate things
- You care about improved filings, filing sentiment, and insider data, things Koyfin doesn't offer
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You want the cheaper way in: plans start at $39/mo instead of $49.99/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
AlphaResearch and Koyfin cover a lot of the same ground (7 shared categories, including AI research, transcripts, and screeners), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to AlphaResearch's 15, including ETF screeners, data visualizations, and custom dashboards, plus a mobile app. AlphaResearch counters by keeping things simpler.
What readers say
AlphaResearch
Vote once to reveal the community verdict.
Koyfin
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Koyfin$39/mo vs $49.99/mo
- Free trial
- AlphaResearch7 days
- Broader coverage
- Koyfin20 vs 15 categories
- Mobile app
- Koyfin
- API access
- AlphaResearch
- Real-time data
- Koyfin
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $49.99/mo | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | Basic: billing cadence: Billed quarterly | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | Excel and Google Sheets | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Pro Retail, Analysts +4 more | Retail Traders, Pro Retail +6 more |
Categories covered | 15 | 20 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: End of Day and Granularity: EOD | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn |
Data partners | — | 6 partners: S&P Global Market Intelligence, Morningstar +4 more |
Capabilities | 3 signals: Universe builder, Citation pinning +1 more | 7 signals: Universe builder, Broker sync +5 more |
Security | — | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit AlphaResearch | Visit Koyfin |
Where each one shines
What AlphaResearch and Koyfin each do best.ShowHide
Where each one shines
What AlphaResearch and Koyfin each do best.What AlphaResearch does best
- Search tools for millions of filings and text documents with AI-powered document search.
- Analysis of SEC filings, press releases, and earnings call transcripts on the Basic plan.
- Document alerts, filing screeners, trending topics, sentiment analysis, and News Watch.
- Views for reviewing insider transactions, 13F institutional ownership, ETF holdings, and mutual-fund holdings.
- Highlight, reference, take notes, and collaborate with colleagues inside the platform.
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
Every detail we compared
Every tracked attribute for AlphaResearch and Koyfin, side by side.ShowHide
Every detail we compared
Every tracked attribute for AlphaResearch and Koyfin, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual Funds | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Pro RetailAnalystsInstitutional InvestorsHedge FundsAsset ManagersStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US, CA, and GBIdentifiers: Ticker and CIK | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-time15-min DelayedEnd of Day |
Data granularity | EOD | Not specified |
Data partners | Not specified | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeyDocs | Not specified |
Import methods | Not specified | ManualCSVCustodian |
Integrations | ExcelGoogle Sheets | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | Excel | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | Universe builderCitation pinningAI summaries: Filings, Transcripts, and News | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | Alpha ResearchCountry: United StatesSupport: Email | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Limited free access” | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | $49.99/mo“Basic”billing cadence: Billed quarterly | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | — | $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | — | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more |
| Top plan | — | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more |
| Custom / enterprise | Contact sales“Enterprise” | Contact sales“Teams” |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between AlphaResearch and Koyfin?
AlphaResearch leans toward AI research, improved filings, and transcripts, while Koyfin puts more weight on screeners, ETF screeners, and data visualizations. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do AlphaResearch and Koyfin cost?
Good news: both AlphaResearch and Koyfin have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: AlphaResearch or Koyfin?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use AlphaResearch or Koyfin on my phone?
Koyfin lists a dedicated mobile app, so it travels better. AlphaResearch doesn't list a dedicated mobile app; its documented access is web and API.
Does AlphaResearch or Koyfin have an API?
AlphaResearch has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose AlphaResearch or Koyfin?
It depends on what you're after. Pick AlphaResearch if improved filings and filing sentiment matter to you; go with Koyfin if you'd rather have ETF screeners and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do AlphaResearch and Koyfin cover?
Both cover stocks, ETFs, and mutual funds. Koyfin adds closed-end funds, bonds, and currencies on top.
Does AlphaResearch or Koyfin have real-time data?
Koyfin offers real-time data, which matters if you trade actively. AlphaResearch runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from AlphaResearch and Koyfin?
Yes, both export to spreadsheets (AlphaResearch: Excel; Koyfin: CSV), which is handy if you like running your own numbers.
Can AlphaResearch or Koyfin connect to my broker?
Koyfin syncs with brokers automatically. With AlphaResearch, you're entering holdings by hand or importing files.
Which has a better stock screener: AlphaResearch or Koyfin?
Both AlphaResearch and Koyfin include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with AlphaResearch or Koyfin?
Koyfin handles portfolio tracking. AlphaResearch is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.