★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: CapEdge checked August 4, 2026
Tool Comparison
CapEdge vs Koyfin
Pick CapEdge if
CapEdge
Free · Web · Mobile
- You care about stock comparison, improved filings, and diff view, things Koyfin doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You care about ETF screeners, custom dashboards, and correlation, things CapEdge doesn't offer
- You're newer to investing and want something approachable
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
CapEdge and Koyfin cover a lot of the same ground (9 shared categories, including screeners, data visualizations, and financials), so for the basics you won't go far wrong with either. The real difference is focus: only CapEdge gives you stock comparison and improved filings, and only Koyfin gives you ETF screeners and custom dashboards.
What readers say
CapEdge
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Koyfin
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Key differences at a glance
- Global coverage
- Koyfin
- Beginner friendly
- Koyfin
- Free plan
- Both
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 | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | — | Yes |
Integrations | Deal Roadshow | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +6 more |
Categories covered | 18 | 20 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn |
Data partners | 3 partners: SEC EDGAR, Financial Modeling Prep +1 more | 6 partners: S&P Global Market Intelligence, Morningstar +4 more |
Capabilities | — | 7 signals: Universe builder, Broker sync +5 more |
Security | — | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit CapEdge | Visit Koyfin |
Where each one shines
What CapEdge and Koyfin each do best.ShowHide
Where each one shines
What CapEdge and Koyfin each do best.What CapEdge does best
- Search tools across SEC filings and earnings transcripts with company, ticker, form type, date, keyword, natural-language, and boolean-style filters.
- Filing-analysis views to see which companies mention a theme and how that theme changes across filings over time.
- Reading access to major SEC forms in a cleaner filing viewer with table-of-contents navigation, font controls, similar-filing links, sentiment, readability, and new-or-removed-word analysis.
- Comparison tools for successive 10-K and 10-Q filings with a diff viewer that highlights text changes and attempts to align changed table rows.
- Support for setting real-time email alerts for favorite companies, saved searches, filing groups, and specific form types, with full filing text or relevant exhibits included in the email.
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 CapEdge and Koyfin, side by side.ShowHide
Every detail we compared
Every tracked attribute for CapEdge and Koyfin, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsFunds | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker and CIK | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | Real-time15-min DelayedEnd of Day |
Data partners | SEC EDGARFinancial Modeling PrepBenzinga | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
Import methods | CSVManual | ManualCSVCustodian |
Integrations | Deal Roadshow | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | CSVExcel | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | Not specified | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | Finsight Group Inc.Country: USFounded 2012Support: Email and Phone | 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 | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | — | $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“Teams” |
Questions we keep getting
What's the difference between CapEdge and Koyfin?
CapEdge leans toward screeners, stock comparison, and data visualizations, while Koyfin puts more weight on screeners, ETF screeners, and data visualizations. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do CapEdge and Koyfin cost?
Good news: both CapEdge 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: CapEdge 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.
Should I choose CapEdge or Koyfin?
It depends on what you're after. Pick CapEdge if stock comparison and improved filings matter to you; go with Koyfin if you'd rather have ETF screeners and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do CapEdge and Koyfin cover?
Both cover stocks, ETFs, and bonds. CapEdge also handles funds. Koyfin adds mutual funds, closed-end funds, and currencies on top.
Do CapEdge and Koyfin offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: CapEdge or Koyfin?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. CapEdge is more region-specific, mainly North America.
Can I export data from CapEdge and Koyfin?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: CapEdge or Koyfin?
Both CapEdge 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 CapEdge or Koyfin?
Koyfin handles portfolio tracking. CapEdge 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.