Tool Comparison
ETF Action vs Koyfin
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want ETF factors, ETF overlap, and backtesting.
- Paid from
- $468/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, custom dashboards, and correlation.
Pick ETF Action if
ETF Action
Free • From $29/mo · Web
- You want ETF factors, ETF overlap, and backtesting.
Pick Koyfin if
Koyfin
Free • From $468/yr, billed annually · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, custom dashboards, and correlation.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
ETF Action and Koyfin cover a lot of the same ground (6 shared categories, including ETF analysis, ETF 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 12, including screeners, custom dashboards, and correlation, plus a mobile app. ETF Action counters by keeping things simpler.
What readers say
ETF Action
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Koyfin
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Key differences at a glance
- Real-time data
- Koyfin
- Broader coverage
- Koyfin20 vs 12 categories
- Mobile app
- Koyfin
- Broker sync
- Koyfin
- Asset coverage
- KoyfinAdds mutual funds and closed-end funds
- Free plan
- Both
What ETF Action does best
- Research ETFs by size and style, region, country, sector, industry, theme, 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.
- Monitor ETF flows, trading volume, average daily volume, and daily data updates from platform dashboards.
- Screeners, watchlists, fund dashboards, and Excel exports are available subject to plan limits.
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 | ETF Action logo logo placeholder ETF Action | |
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free • From $468/yr, billed annually |
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 | No | 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 | 12 | 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: 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 |
Standout features
The best features of ETF Action and Koyfin.ShowHide
Standout features
What ETF Action does best
- Research ETFs by size and style, region, country, sector, industry, theme, 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.
- Monitor ETF flows, trading volume, average daily volume, and daily data updates from platform dashboards.
- Screeners, watchlists, fund dashboards, and Excel exports are available subject to plan limits.
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 ETF Action and Koyfin.ShowHide
All details
| Attribute | ETF Action logo logo placeholder ETF Action | |
|---|---|---|
| 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 | End 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 | Not specified | ManualCSVCustodian |
Integrations | Not specified | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | ExcelPDF | 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ETF Action logo logo placeholder ETF Action | |
|---|---|---|
| Free plan | Free | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | $29/mo“DIY” | $468/yrBilled annually≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | $99/mo“Advisor Pro” | $948/yrBilled annually≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | $199/mo“Model Builder” | $2508/yrBilled annually≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more |
| Top plan | — | $3588/yrBilled annually≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more |
| Custom / enterprise | Contact sales“Enterprise” | Contact sales“Teams” |
Alternatives
Free alternatives
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.
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 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.
Does ETF Action or Koyfin have real-time data?
Koyfin offers real-time data, which matters if you trade actively. ETF Action runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from ETF Action and Koyfin?
Yes, both export to spreadsheets (ETF Action: Excel; Koyfin: 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.
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