★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: edmundSEC checked August 4, 2026
Tool Comparison
edmundSEC vs Koyfin
Pick edmundSEC instead if
edmundSEC
Subscription · Web
- You care about improved filings and AI chat, things Koyfin doesn't offer
Start here
Koyfin
Free • From $39/mo · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- 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
edmundSEC and Koyfin cover a lot of the same ground (2 shared categories, transcripts and AI research), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to edmundSEC's 4, including screeners, ETF screeners, and data visualizations, plus a mobile app. edmundSEC counters by keeping things simpler.
What readers say
edmundSEC
Vote once to reveal the community verdict.
Koyfin
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Koyfin
- Broader coverage
- Koyfin20 vs 4 categories
- Mobile app
- Koyfin
- Real-time data
- Koyfin
- Asset coverage
- KoyfinAdds ETFs and mutual funds
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 | Subscription | Free • From $39/mo |
Free tier | No | 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, Advanced | Beginner, Intermediate, Advanced |
Best for | Analysts | Retail Traders, Pro Retail +6 more |
Categories covered | 4 | 20 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | 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 | AI summaries: Transcripts | 7 signals: Universe builder, Broker sync +5 more |
Security | — | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit edmundSEC | Visit Koyfin |
Where each one shines
What edmundSEC and Koyfin each do best.ShowHide
Where each one shines
What edmundSEC and Koyfin each do best.What edmundSEC does best
- Search tools across company filings and earnings transcripts with an AI-assisted research interface.
- Work with SEC filings such as 10-Ks, 10-Qs, and 8-Ks alongside earnings transcript coverage.
- TRANSCRIPT-IQ to turn earnings transcripts into cited summaries for faster call review.
- Key Topic Discovery to find cited qualitative themes across companies and documents.
- Support for asking questions of a single filing or transcript when you need document-specific answers before reading the full source.
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 edmundSEC and Koyfin, side by side.ShowHide
Every detail we compared
Every tracked attribute for edmundSEC and Koyfin, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Analysts | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
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 | AI summaries: Transcripts | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | edmundSEC | 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 | — | 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 edmundSEC and Koyfin?
edmundSEC leans toward improved filings, transcripts, and AI chat, while Koyfin puts more weight on screeners, ETF screeners, and data visualizations. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is edmundSEC or Koyfin free to use?
Koyfin has a free tier, so you can get started without paying anything. edmundSEC is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Can I use edmundSEC or Koyfin on my phone?
Koyfin lists a dedicated mobile app, so it travels better. edmundSEC doesn't list a dedicated mobile app; its documented access is web.
Should I choose edmundSEC or Koyfin?
It depends on what you're after. Pick edmundSEC if improved filings and AI chat 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 edmundSEC and Koyfin cover?
Both cover stocks. Koyfin adds ETFs, mutual funds, and closed-end funds on top.
Does edmundSEC or Koyfin have real-time data?
Koyfin offers real-time data, which matters if you trade actively. edmundSEC 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 edmundSEC and Koyfin?
Koyfin exports to CSV. edmundSEC is stingier about getting data out.
Which has a better stock screener: edmundSEC or Koyfin?
Koyfin has a stock screener for surfacing ideas; edmundSEC doesn't, and focuses its energy elsewhere.
Can I track my portfolio with edmundSEC or Koyfin?
Koyfin handles portfolio tracking. edmundSEC 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.