Tool Comparison
ETF Insider vs Koyfin
- Paid from
- $14/mo
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want the cheaper way in: plans start at $14/mo instead of $39/mo
- You want an API so you can script or automate things
- You want factor exposure, risk metrics, and ETF overlap.
- Paid from
- $39/mo
- 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 watchlist.
Pick ETF Insider if
ETF Insider
Free • From $14/mo · Web · API
- You want the cheaper way in: plans start at $14/mo instead of $39/mo
- You want an API so you can script or automate things
- You want factor exposure, risk metrics, and ETF overlap.
Pick Koyfin if
Koyfin
Free • From $468/yr · 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 watchlist.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
Outbound links may include affiliate or sponsor codes.
Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.
Our take
The bottom line
ETF Insider and Koyfin cover a lot of the same ground (5 shared categories, including ETF screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to ETF Insider's 10, including screeners, custom dashboards, and watchlist, plus a mobile app. ETF Insider counters by starting cheaper at $14/mo.
What readers say
ETF Insider
No votes yet. Cast the first one.
Koyfin
No votes yet. Cast the first one.
Key differences at a glance
- Cheaper paid plan
- ETF Insider$14/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 10 categories
- Mobile app
- Koyfin
- API access
- ETF Insider
- Real-time data
- Koyfin
- Broker sync
- Koyfin
What ETF Insider does best
- Inspect ETF, mutual-fund, and stock portfolios through a network view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Compare portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe ratios, and efficient-frontier charts.
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 $14/mo | Free • From $468/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 5 limits: Free: saved portfolios: 4, Free: holdings depth: Limited full holdings data +3 more | 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 +3 more | Retail Traders, Pro Retail +6 more |
Categories covered | 10 | 20 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn |
Data partners | SEC EDGAR and Issuer Websites | 6 partners: S&P Global Market Intelligence, Morningstar +4 more |
Capabilities | 3 signals: Factor exposure, Portfolio factor exposure +1 more | 7 signals: Universe builder, Broker sync +5 more |
Security | — | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit ETF Insider | Visit Koyfin |
Standout features
The best features of ETF Insider and Koyfin.ShowHide
Standout features
What ETF Insider does best
- Inspect ETF, mutual-fund, and stock portfolios through a network view of underlying holdings.
- Analysis of ETF overlap, fund overlap, sector concentration, geography exposure, market-cap exposure, and single-name concentration risk.
- Portfolio tabs for performance, diversification, asset correlations, beta, fund overlap, and holdings breakdown.
- Screening for ETFs and mutual funds by asset class, geography, theme, provider, sector, performance, and related fund information.
- Compare portfolio risk and efficiency with standard deviation, beta, diversification labels, Sharpe ratios, and efficient-frontier charts.
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 Insider and Koyfin.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFsMutual FundsStocks | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive Investors | 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 | Not specified | Real-time15-min DelayedEnd of Day |
Data partners | SEC EDGARIssuer Websites | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
Import methods | CSVManual | ManualCSVCustodian |
Integrations | Not specified | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | ImagePDFExcel | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | Factor exposurePortfolio factor exposureCorrelation | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | ETF InsiderCountry: IsraelFounded 2022Support: Email | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freesaved portfolios: 4 · holdings depth: Limited full holdings data | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | $14/mo“Pro”saved portfolios: Unlimited · holdings depth: Unlimited full holdings data · +1 more | $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” | Contact sales“Teams” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between ETF Insider and Koyfin?
ETF Insider leans toward ETF screeners, data visualizations, and factor exposure, while Koyfin puts more weight on screeners, ETF screeners, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do ETF Insider and Koyfin cost?
Good news: both ETF Insider 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 Insider or Koyfin on my phone?
Koyfin lists a dedicated mobile app, so it travels better. ETF Insider doesn't list a dedicated mobile app; its documented access is web and API.
Does ETF Insider or Koyfin have an API?
ETF Insider has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose ETF Insider or Koyfin?
It depends on what you're after. Pick ETF Insider if factor exposure and risk metrics 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 Insider and Koyfin cover?
Both cover ETFs, mutual funds, and stocks. Koyfin adds closed-end funds, bonds, and currencies on top.
Does ETF Insider or Koyfin have real-time data?
Koyfin offers real-time data, which matters if you trade actively. ETF Insider 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.
Which covers international markets: ETF Insider 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. ETF Insider is more region-specific, mainly North America.
Can I export data from ETF Insider and Koyfin?
Yes, both export to spreadsheets (ETF Insider: Excel; Koyfin: CSV), which is handy if you like running your own numbers.
Can ETF Insider or Koyfin connect to my broker?
Koyfin syncs with brokers automatically. With ETF Insider, you're entering holdings by hand or importing files.
Which has a better stock screener: ETF Insider or Koyfin?
Both ETF Insider 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 Insider or Koyfin?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.