★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
ETF Action vs Koyfin
ETF Action
Best for ETF factors and ETF overlap
Free • From $29/mo
Koyfin
Best for ETF screeners and custom dashboards
Free • From $39/mo
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The verdict
The bottom line
ETF Action and Koyfin cover a lot of the same ground (6 shared categories, including ETF analysis, screeners, and data visualizations), so for the basics you won't go far wrong with either. Koyfin simply does more: 19 categories to ETF Action's 13, including ETF screeners, custom dashboards, and correlation, plus a mobile app. ETF Action counters by starting cheaper at $29/mo.
Key differences at a glance
- Mobile app
- Koyfin
- Cheaper paid plan
- ETF Action$29/mo vs $39/mo
- Free trial
- ETF Action14 days
- Broader coverage
- Koyfin19 vs 13 categories
- API access
- ETF Action
- Broker sync
- Koyfin
Choose
ETF Action if…
- You want the cheaper way in: plans start at $29/mo instead of $39/mo
- You want an API so you can script or automate things
- You care about ETF factors, ETF overlap, and backtesting, things Koyfin doesn't offer
Choose
Koyfin if…
- You do a lot of your research from your phone
- You care about ETF screeners, custom dashboards, and correlation, things ETF Action doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | — | 18 limits: Free: watchlists: 2, Free: screens: 2 +16 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Broker sync | No | Yes |
Integrations | Polygon.io (pricing), Bridge (model trading integration) +1 more | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +6 more |
Categories covered | 13 | 19 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more | Latency: Real-time and Adjustments: TotalReturn |
Data partners | — | 6 partners: S&P Global Market Intelligence, Morningstar +4 more |
Capabilities | 5 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +3 more | 7 signals: Universe builder, Broker sync +5 more |
Security | — | Data residency: US |
| Try it | Visit ETF Action | Visit Koyfin |
Standout features
What ETF Action does best
- Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto).
- Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.
- Flows & trading dashboards (volumes/ADV); flows noted as T+1 timing in daily updates.
- Live pricing on platform pages via Polygon.io FMV quotes (real‑time-ish indicative).
- Screeners for ETFs; watchlists; data exports to Excel/CSV (DIY 50 rows, Advisor Pro 500 rows).
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 | ETFsStocks | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Exchanges: ARCX, XNAS, and BATSIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-time |
Data granularity | EOD | Not specified |
Data partners | Not specified | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
Import methods | CSV | ManualCSVCustodian |
Integrations | Polygon.io (pricing)Bridge (model trading integration)RiverFront (model marketplace/partnership) | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | ExcelCSVPDF | ImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: US |
Capability signals | Universe builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposureRebalancingPortfolio factor exposure | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | ETF Action, Inc.Country: USFounded 2018Support: 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 breakdown
$29/mo
Lower starting price
Plans & pricing
$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
6Where the two tools cover the same ground.
ETF Action strengths
7What you only get with ETF Action.
Koyfin strengths
13Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between ETF Action and Koyfin?
ETF Action leans toward ETF analysis, ETF factors, and ETF overlap, while Koyfin puts more weight on screeners, ETF screeners, and data visualizations. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do ETF Action and Koyfin cost?
Good news: both ETF Action and Koyfin have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use ETF Action or Koyfin on my phone?
Koyfin lists a dedicated mobile app, so it travels better. ETF Action doesn't list a dedicated mobile app; its documented access is web and API.
Does ETF Action or Koyfin have an API?
ETF Action has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose ETF Action or Koyfin?
It depends on what you're after. Pick ETF Action if ETF factors and ETF overlap matter to you; go with Koyfin if you'd rather have ETF screeners and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do ETF Action and Koyfin cover?
Both cover ETFs and stocks. Koyfin adds mutual funds, closed-end funds, and bonds on top.
Do ETF Action and Koyfin offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from ETF Action and Koyfin?
ETF Action exports to Excel and CSV. Koyfin is stingier about getting data out.
Can ETF Action or Koyfin connect to my broker?
Koyfin syncs with brokers automatically. With ETF Action, you're entering holdings by hand or importing files.
Which has a better stock screener: ETF Action or Koyfin?
Both ETF Action 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 ETF Action 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.