Tool Comparison
Cbonds vs Koyfin
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want an API so you can script or automate things
- You want credit ratings & outlooks, new issues & calendars, and APIs & data feeds.
- Paid from
- $468/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You want ETF screeners, data visualizations, and custom dashboards.
- You're newer to investing and want something approachable
Pick Cbonds if
Cbonds
Free • Contact for pricing · Web · Mobile · API
- You want an API so you can script or automate things
- You want credit ratings & outlooks, new issues & calendars, and APIs & data feeds.
Pick Koyfin if
Koyfin
Free • From $468/yr, billed annually · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want ETF screeners, data visualizations, and custom dashboards.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Cbonds and Koyfin cover a lot of the same ground (4 shared categories, including screeners, yield curves, and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Cbonds's 8, including ETF screeners, data visualizations, and custom dashboards. Cbonds counters by keeping things simpler.
What readers say
Cbonds
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Koyfin
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Key differences at a glance
- Real-time data
- Koyfin
- Free trial
- Cbonds7 days
- Broader coverage
- Koyfin20 vs 8 categories
- API access
- Cbonds
- Asset coverage
- KoyfinAdds closed-end funds and currencies
- Beginner friendly
- Koyfin
What Cbonds does best
- Global bond screening with reference terms, yields, quotes, ratings, and issue data.
- New-issue, coupon, redemption, corporate-action, and other fixed-income calendars.
- Coverage beyond bonds for stocks, ETFs, mutual funds, indices, and yield curves.
- Watchlist, portfolio, mobile, Excel export, and Professional-tier Excel add-in workflows.
- Company data delivery through HTTP endpoints, SOAP or JSON web services, and CSV, XML, XLSX, or XLS files.
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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Contact for pricing | Free • From $468/yr, billed annually |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | Private Investor 1-Week Paid Trial: trial length: 1 week | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | — | Yes |
Integrations | Cbonds Excel Add-In | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Analysts, Institutional Investors +3 more | Retail Traders, Pro Retail +6 more |
Categories covered | 8 | 20 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: End of Day | 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 | Yield curves and Credit ratings | 7 signals: Universe builder, Broker sync +5 more |
Security | — | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit Cbonds | Visit Koyfin |
Standout features
The best features of Cbonds and Koyfin.ShowHide
Standout features
What Cbonds does best
- Global bond screening with reference terms, yields, quotes, ratings, and issue data.
- New-issue, coupon, redemption, corporate-action, and other fixed-income calendars.
- Coverage beyond bonds for stocks, ETFs, mutual funds, indices, and yield curves.
- Watchlist, portfolio, mobile, Excel export, and Professional-tier Excel add-in workflows.
- Company data delivery through HTTP endpoints, SOAP or JSON web services, and CSV, XML, XLSX, or XLS files.
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.
All details
Every attribute we track for Cbonds and Koyfin.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | BondsStocksETFsMutual Funds | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | AnalystsInstitutional InvestorsAsset ManagersFinancial AdvisorsPro Retail | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: ISIN, CUSIP, and Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-time15-min DelayedEnd of Day |
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 | Cbonds Excel Add-In | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | CSVExcelJSONXML | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | Yield curvesCredit ratings | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | CbondsSupport: Email and Phone | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Basic Website Functions” | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | — | $468/yrBilled annually≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | — | $948/yrBilled annually≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | — | $2508/yrBilled annually≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more |
| Top plan | — | $3588/yrBilled annually≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more |
| Custom / enterprise | Contact sales“Corporate Subscription and API” | Contact sales“Teams” |
| Free trial | 7 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Cbonds and Koyfin?
Cbonds leans toward screeners, yield curves, and credit ratings & outlooks, while Koyfin puts more weight on screeners, ETF screeners, and data visualizations. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Cbonds and Koyfin cost?
Good news: both Cbonds 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: Cbonds 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.
Does Cbonds or Koyfin have an API?
Cbonds has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Cbonds or Koyfin?
It depends on what you're after. Pick Cbonds if credit ratings & outlooks and new issues & calendars 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 Cbonds and Koyfin cover?
Both cover bonds, stocks, ETFs, and mutual funds. Koyfin adds closed-end funds, currencies, and commodities on top.
Does Cbonds or Koyfin have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Cbonds 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 Cbonds and Koyfin?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Cbonds or Koyfin?
Both Cbonds 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 Cbonds or Koyfin?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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