Tool Comparison
Estimize vs Koyfin
- Paid from
- $99/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want APIs & data feeds and macro data.
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $39/mo instead of $99/mo
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and data visualizations.
Pick Estimize instead if
Estimize
Free • From $99/mo · Web · API
- You want an API so you can script or automate things
- You want APIs & data feeds and macro data.
Start here
Koyfin
Free • From $468/yr · Web · Mobile
- You want the cheaper way in: plans start at $39/mo instead of $99/mo
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and data visualizations.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Estimize and Koyfin cover a lot of the same ground (3 shared categories, alerts, calendar, and analyst forecasts), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Estimize's 5, including screeners, ETF screeners, and data visualizations, plus a mobile app. Estimize counters by keeping things simpler.
What readers say
Estimize
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Key differences at a glance
- Cheaper paid plan
- Koyfin$39/mo vs $99/mo
- Free trial
- Estimize21 days
- Broader coverage
- Koyfin20 vs 5 categories
- Mobile app
- Koyfin
- API access
- Estimize
- Broker sync
- Koyfin
What Estimize does best
- Review crowdsourced EPS and revenue estimates for US stocks, generally on a non-GAAP basis.
- Comparison tools for Estimize community expectations against Wall Street-style consensus and reported company results where available.
- Earnings and economic calendars to track upcoming reports, CPI, PPI, and other macro indicators with forecast context.
- Contribute forecasts in the free community workflow, or use Premium when full dataset access without contribution requirements matters.
- Premium screening and customizable alerts for stocks, estimate changes, and upcoming events.
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 • From $99/mo | Free • From $468/yr |
Free tier | Yes | Yes |
Free trial | 21 days | — |
Plan limits | Premium: billing cadence: Page advertises $99/month, but cancellation terms refer to a quarterl... | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | — | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +6 more |
Categories covered | 5 | 20 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: EOD +1 more | 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 | Universe builder | 7 signals: Universe builder, Broker sync +5 more |
Security | — | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit Estimize | Visit Koyfin |
Standout features
The best features of Estimize and Koyfin.ShowHide
Standout features
What Estimize does best
- Review crowdsourced EPS and revenue estimates for US stocks, generally on a non-GAAP basis.
- Comparison tools for Estimize community expectations against Wall Street-style consensus and reported company results where available.
- Earnings and economic calendars to track upcoming reports, CPI, PPI, and other macro indicators with forecast context.
- Contribute forecasts in the free community workflow, or use Premium when full dataset access without contribution requirements matters.
- Premium screening and customizable alerts for stocks, estimate changes, and upcoming events.
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 Estimize and Koyfin.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | 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 | EOD | Not specified |
Data partners | Not specified | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: None | Not specified |
Import methods | Not specified | ManualCSVCustodian |
Integrations | Not specified | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | JSONExcel | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | Universe builder | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | EstimizeSupport: Email | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
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 | $99/mo“Premium”billing cadence: Page advertises $99/month, but cancellation terms refer to a quarterl... | $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“Enterprise / Data Feed” | Contact sales“Teams” |
| Free trial | 21 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Estimize and Koyfin?
Estimize leans toward alerts, calendar, and analyst forecasts, 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 Estimize and Koyfin cost?
Good news: both Estimize and Koyfin have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Estimize or Koyfin on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Estimize doesn't list a dedicated mobile app; its documented access is web and API.
Does Estimize or Koyfin have an API?
Estimize has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Estimize or Koyfin?
It depends on what you're after. Pick Estimize if APIs & data feeds and macro data 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 Estimize and Koyfin cover?
Both cover stocks. Koyfin adds ETFs, mutual funds, and closed-end funds on top.
Do Estimize and Koyfin offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Estimize 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. Estimize is more region-specific, mainly North America.
Can I export data from Estimize and Koyfin?
Yes, both export to spreadsheets (Estimize: Excel; Koyfin: CSV), which is handy if you like running your own numbers.
Can Estimize or Koyfin connect to my broker?
Koyfin syncs with brokers automatically. With Estimize, you're entering holdings by hand or importing files.
Which has a better stock screener: Estimize or Koyfin?
Koyfin has a stock screener for surfacing ideas; Estimize doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Estimize or Koyfin?
Koyfin handles portfolio tracking. Estimize is really a research tool; you'd track your portfolio elsewhere.
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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.