★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
EPSMomentum vs Koyfin
EPSMomentum
Best for stock ideas and money flow
Free • From $9.99/mo
Koyfin
Best for ETF screeners and correlation
Free • From $39/mo
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The verdict
The bottom line
EPSMomentum and Koyfin cover a lot of the same ground (9 shared categories, including screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. The real difference is focus: only EPSMomentum gives you stock ideas and money flow, and only Koyfin gives you ETF screeners and correlation.
Key differences at a glance
- Cheaper paid plan
- EPSMomentum$9.99/mo vs $39/mo
- API access
- EPSMomentum
- Broker sync
- Koyfin
- Global coverage
- Koyfin
- Asset coverage
- KoyfinAdds mutual funds and closed-end funds
- Free plan
- Both
Choose
EPSMomentum if…
- You want the cheaper way in: plans start at $9.99/mo instead of $39/mo
- You want an API so you can script or automate things
- You care about stock ideas, money flow, and backtesting, things Koyfin doesn't offer
- You trade often and need tooling built for speed
Choose
Koyfin if…
- You care about ETF screeners, correlation, and alerts, things EPSMomentum doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $9.99/mo | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 16 limits: Bronze: monitors: 1, Bronze: screeners: 1 +14 more | 18 limits: Free: watchlists: 2, Free: screens: 2 +16 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | TradingView | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | Retail Traders, Pro Retail +6 more |
Categories covered | 20 | 19 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | Latency: Real-time and Adjustments: TotalReturn |
Data partners | 6 partners: Nasdaq, Financial Modeling Prep +4 more | 6 partners: S&P Global Market Intelligence, Morningstar +4 more |
Capabilities | Universe builder and AI summaries: Filings, Transcripts, and News | 7 signals: Universe builder, Broker sync +5 more |
Security | Data residency: US | Data residency: US |
| Try it | Visit EPSMomentum | Visit Koyfin |
Standout features
What EPSMomentum does best
- Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view.
- Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders.
- Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process.
- Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
- Timing Momentum framework combining five proprietary intraday signals-Trend, Price Momentum Slope, Relative Market Rank Slope, Powerdays and EMA 20/50-to help decide when to enter or exit positions.
What Koyfin does best
- Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app.
- Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.
- Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads.
- Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
- Alerts for price/valuation/technical signals and for news/filings/transcripts; notifications on desktop, email, and mobile push.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFs | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailDay TradersSwing TradersLong-term InvestorsGrowth InvestorsQuality InvestorsAnalysts+1 more | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-time |
Data granularity | MinuteEOD | Not specified |
Data partners | NasdaqFinancial Modeling PrepIntrinioZacksFinnhubTradingView | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKey | Not specified |
Import methods | Manual | ManualCSVCustodian |
Integrations | TradingView | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | Not specified | ImagePDF |
| Plans & trust | ||
Security & compliance | Data residency: US | Data residency: US |
Capability signals | Universe builderAI summaries: Filings, Transcripts, and News | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | EPSM Inc.Country: USASupport: Email | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Curation ratings | Methodology 5/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$9.99/mo
Lower starting price
Plans & pricing
- monitors: 1
- screeners: 1
- +1 more
- monitors: 3
- screeners: 3
- +2 more
- monitors: Unlimited
- screeners: Unlimited
- +2 more
- monitors: Unlimited
- screeners: Unlimited
- +3 more
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +3 more
- financials years: 10
- estimates years: 10
- +4 more
- custom securities: Unlimited
- reports per month: 10
- custodian integrations: 1
- +1 more
- reports per month: 200
- custodian integrations: Multiple
- +1 more
Coverage overlap
Shared categories
9Where the two tools cover the same ground.
EPSMomentum strengths
11What you only get with EPSMomentum.
Koyfin strengths
10Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
What's the difference between EPSMomentum and Koyfin?
EPSMomentum leans toward screeners, stock ideas, 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 EPSMomentum and Koyfin cost?
Good news: both EPSMomentum and Koyfin have free plans, so you can run them side by side and only pay if you hit a wall.
Does EPSMomentum or Koyfin have an API?
EPSMomentum has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose EPSMomentum or Koyfin?
It depends on what you're after. Pick EPSMomentum if stock ideas and money flow matter to you; go with Koyfin if you'd rather have ETF screeners and correlation. And if you only need the basics both share, let price decide.
What asset classes do EPSMomentum and Koyfin cover?
Both cover stocks and ETFs. Koyfin adds mutual funds, closed-end funds, and bonds on top.
Do EPSMomentum and Koyfin offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: EPSMomentum 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. EPSMomentum is more region-specific, mainly North America.
Can EPSMomentum or Koyfin connect to my broker?
Koyfin syncs with brokers automatically. With EPSMomentum, you're entering holdings by hand or importing files.
Is EPSMomentum or Koyfin better for day trading?
EPSMomentum is the one positioned more for active traders. Koyfin is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: EPSMomentum or Koyfin?
Both EPSMomentum 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 EPSMomentum 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.