★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: AlphaResearch checked June 25, 2026
Tool Comparison
AlphaResearch vs Koyfin
AlphaResearch
Best for improved filings and filing sentiment
Free • From $49.99/mo
Koyfin
Best for ETF screeners and data visualizations
Free • From $39/mo
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The verdict
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.
Key differences at a glance
- Mobile app
- Koyfin
- Cheaper paid plan
- Koyfin$39/mo vs $49.99/mo
- Free trial
- AlphaResearch7 days
- Broader coverage
- Koyfin20 vs 15 categories
- API access
- AlphaResearch
- Real-time data
- Koyfin
Choose
AlphaResearch if…
- 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
Choose
Koyfin if…
- You do a lot of your research from your phone
- Delayed quotes won't cut it; you need real-time data
- You want the cheaper way in: plans start at $39/mo instead of $49.99/mo
- You care about ETF screeners, data visualizations, and custom dashboards, things AlphaResearch doesn't offer
Comparison snapshot
| 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 |
Standout features
What AlphaResearch does best
- Search millions of filings and text documents with AI-powered document search.
- Analyze SEC filings, press releases, and earnings call transcripts on the Basic plan.
- Use document alerts, filing screeners, trending topics, sentiment analysis, and News Watch.
- Review 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
- Build customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screen 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.
- Use advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Track portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
Data & access details
| 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.
Pricing breakdown
$49.99/mo
Starting price
Plans & pricing
- billing cadence: Billed quarterly
$39/mo
Lower starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +5 more
- financials years: 10
- estimates years: 10
- +5 more
- alerts: 500
- custom securities: Unlimited
- alerts: 500
- reports per month: 10
- +2 more
- alerts: 500
- reports per month: 200
- +2 more
Coverage overlap
Shared categories
7Where the two tools cover the same ground.
AlphaResearch strengths
8What you only get with AlphaResearch.
Koyfin strengths
13Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
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.
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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.