VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Curvo Backtest checked September 30, 2026 · Koyfin checked September 24, 2026
Tool Comparison
Curvo Backtest vs Koyfin
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want backtesting, risk metrics, and monte carlo.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and custom dashboards.
Pick Curvo Backtest if
Curvo Backtest
Free · Web
- You want backtesting, risk metrics, and monte carlo.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and custom dashboards.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
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Our take
The bottom line
Curvo Backtest and Koyfin cover a lot of the same ground (3 shared categories, portfolio, correlation, and data visualizations), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Curvo Backtest's 6, including screeners, ETF screeners, and custom dashboards, plus a mobile app. Curvo Backtest counters by being completely free.
What readers say
Curvo Backtest
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Koyfin
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Key differences at a glance
- Real-time data
- Koyfin
- Broader coverage
- Koyfin20 vs 6 categories
- Mobile app
- Koyfin
- Asset coverage
- KoyfinAdds stocks and closed-end funds
- Free plan
- Both
What Curvo Backtest does best
- Set fund weights and compare allocations.
- Model returns using underlying index histories.
- Include each fund's TER in the simulation.
- Test allocation drift thresholds.
- Send a link to the portfolio setup.
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 | Free • From $468/yr |
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 | No | Yes |
API access | No | No |
Broker sync | — | Yes |
Integrations | — | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | Index/Passive Investors and Long-term Investors | Retail Traders, Pro Retail +6 more |
Categories covered | 6 | 20 |
Regions | Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Adjustments: TotalReturn and Pricing: Model | 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 | Monte Carlo and Rebalancing | 7 signals: Universe builder, Broker sync +5 more |
Security | — | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit Curvo Backtest | Visit Koyfin |
Standout features
The best features of Curvo Backtest and Koyfin.ShowHide
Standout features
What Curvo Backtest does best
- Set fund weights and compare allocations.
- Model returns using underlying index histories.
- Include each fund's TER in the simulation.
- Test allocation drift thresholds.
- Send a link to the portfolio setup.
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 Curvo Backtest and Koyfin.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual Funds | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Index/Passive InvestorsLong-term Investors | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | Europe | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: ISIN and Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
Pricing sources | Model | Not specified |
Data partners | Not specified | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
Import methods | Not specified | ManualCSVCustodian |
Integrations | Not specified | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | Not specified | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | Monte CarloRebalancing | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | Not specified | 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 | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | — | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | — | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | — | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more |
| Top plan | — | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more |
| Custom / enterprise | — | Contact sales“Teams” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Curvo Backtest and Koyfin?
Curvo Backtest leans toward backtesting, portfolio, and risk metrics, while Koyfin puts more weight on screeners, ETF screeners, and data visualizations. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Curvo Backtest and Koyfin cost?
Good news: both Curvo Backtest 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: Curvo Backtest or Koyfin?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Curvo Backtest or Koyfin on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Curvo Backtest doesn't list a dedicated mobile app; its documented access is web.
Should I choose Curvo Backtest or Koyfin?
It depends on what you're after. Pick Curvo Backtest if backtesting and risk metrics matter to you; go with Koyfin if you'd rather have screeners and ETF screeners. And if you only need the basics both share, let price decide.
What asset classes do Curvo Backtest and Koyfin cover?
Both cover ETFs and mutual funds. Koyfin adds stocks, closed-end funds, and bonds on top.
Does Curvo Backtest or Koyfin have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Curvo Backtest 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 Curvo Backtest and Koyfin?
Koyfin exports to CSV. Curvo Backtest is stingier about getting data out.
Which has a better stock screener: Curvo Backtest or Koyfin?
Koyfin has a stock screener for surfacing ideas; Curvo Backtest doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Curvo Backtest or Koyfin?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.