★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
ETF Action vs Koyfin
Pick ETF Action if
ETF Action
Free • From $29/mo · Web · API
- 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
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- 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
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
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: 20 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.
What readers say
ETF Action
Vote once to reveal the community verdict.
Koyfin
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- ETF Action$29/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 13 categories
- Mobile app
- Koyfin
- API access
- ETF Action
- Broker sync
- Koyfin
- Asset coverage
- KoyfinAdds mutual funds and closed-end 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 | Free • From $29/mo | Free • From $39/mo |
Free tier | Yes | 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 | 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 | 20 |
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, 15-min Delayed, and End of Day 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 | — | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit ETF Action | Visit Koyfin |
Where each one shines
What ETF Action and Koyfin each do best.ShowHide
Where each one shines
What ETF Action and Koyfin each do best.What ETF Action does best
- Research coverage for ETFs through global category channels covering size and style, regions, countries, sectors, industries, themes, fixed income, non-traditional assets, commodities, and crypto.
- Look-through holdings analytics to inspect factor, style, sector, industry, country, and concentration exposure inside funds and models.
- Comparison tools for ETF overlap across individual funds or full model portfolios to understand hidden duplication and concentration risk.
- Monitoring ETF flows, trading volumes, ADV, daily refreshes, and T+1 flow timing from the platform dashboards.
- Screeners, watchlists, fund dashboards, Excel or CSV exports, and live indicative FMV quote context where plan limits allow.
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 ETF Action and Koyfin, side by side.ShowHide
Every detail we compared
Every tracked attribute for ETF Action and Koyfin, side by side.| 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-time15-min DelayedEnd of Day |
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 | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: USEncryption at restEncryption in transit |
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.
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“Free / Basic” | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | $29/mo“DIY” | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | $99/mo“Advisor Pro” | $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | $199/mo“Model Builder” | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more |
| Top plan | Subscription“Enterprise” | $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 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?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
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.
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.