★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
EPSMomentum vs Koyfin
Pick EPSMomentum if
EPSMomentum
Free • From $9.99/mo · Web · API · Mobile
- 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
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You care about ETF screeners, correlation, and alerts, things EPSMomentum doesn't offer
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
EPSMomentum and Koyfin cover a lot of the same ground (10 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.
What readers say
EPSMomentum
Vote once to reveal the community verdict.
Koyfin
Vote once to reveal the community verdict.
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
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 • 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 | 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 | 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 | 20 |
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, 15-min Delayed, and End of Day 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 | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit EPSMomentum | Visit Koyfin |
Where each one shines
What EPSMomentum and Koyfin each do best.ShowHide
Where each one shines
What EPSMomentum and Koyfin each do best.What EPSMomentum does best
- Screening for U.S. stocks and ETFs with real-time prices, earnings momentum fields, estimate revisions, timing signals, and growth-focused filters.
- The proprietary Earnings Momentum Score to evaluate revenue, EPS, margins, free cash flow, and multi-quarter growth acceleration.
- Tracking Estimates Revision Score signals to identify positive or negative changes in Wall Street earnings and sales forecasts.
- Timing Momentum, Powerdays, trend, price-momentum slope, relative-market-rank slope, and EMA 20/50 context to judge entry or exit timing.
- Views for reviewing PEAD Stock Drift models that use post-earnings price behavior and historical patterns to frame a 90-day path with bands.
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 EPSMomentum and Koyfin, side by side.ShowHide
Every detail we compared
Every tracked attribute for EPSMomentum and Koyfin, side by side.| 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-time15-min DelayedEnd of Day |
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 | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Data residency: US | SOC2Data residency: USEncryption at restEncryption in transit |
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.
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“Bronze”monitors: 1 · screeners: 1 · +1 more | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | $9.99/mo“Silver”monitors: 3 · screeners: 3 · +2 more | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | $49.99/mo“Gold”monitors: Unlimited · screeners: Unlimited · +2 more | $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | $125/mo“Platinum”monitors: Unlimited · screeners: Unlimited · +3 more | $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 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 10 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 I export data from EPSMomentum and Koyfin?
Koyfin exports to CSV. EPSMomentum is stingier about getting data out.
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.
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.