Tool Comparison
ETF Research Center vs Koyfin
- Paid from
- $29/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $29/mo instead of $39/mo
- You want ETF comparison, ETF factors, 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 correlation.
Pick ETF Research Center if
ETF Research Center
Free • From $29/mo · Web
- You want the cheaper way in: plans start at $29/mo instead of $39/mo
- You want ETF comparison, ETF factors, 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 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 Research Center and Koyfin cover a lot of the same ground (5 shared categories, including ETF screeners, ETF analysis, and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to ETF Research Center's 11, including screeners, custom dashboards, and correlation, plus a mobile app. ETF Research Center counters by starting cheaper at $29/mo.
What readers say
ETF Research Center
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Koyfin
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Key differences at a glance
- Cheaper paid plan
- ETF Research Center$29/mo vs $39/mo
- Free trial
- ETF Research Center30 days
- Broader coverage
- Koyfin20 vs 11 categories
- Mobile app
- Koyfin
- Real-time data
- Koyfin
- Broker sync
- Koyfin
What ETF Research Center does best
- Screening for ETFs with the Equity Power Screener using performance, technical indicators, fundamentals, valuations, ratings, and premium-gated criteria.
- Fund Finder views across general, equity, and fixed-income metrics to narrow ETF candidates.
- Comparison tools for fund overlap to see shared holdings, top differences, and overlap matrices against benchmarks or portfolios.
- Stock Locator to find ETFs holding a specific stock, including weights and shares, with full lists available through a free account.
- Comparison tools for total cost of ownership using expense ratios, spreads, commissions, holding period, and custom assumptions.
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 $29/mo | Free • From $468/yr |
Free tier | Yes | Yes |
Free trial | 30 days | — |
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 | 11 | 20 |
Regions | North America | 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 | Universe builder and Factor exposure | 7 signals: Universe builder, Broker sync +5 more |
Security | — | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit ETF Research Center | Visit Koyfin |
Standout features
The best features of ETF Research Center and Koyfin.ShowHide
Standout features
What ETF Research Center does best
- Screening for ETFs with the Equity Power Screener using performance, technical indicators, fundamentals, valuations, ratings, and premium-gated criteria.
- Fund Finder views across general, equity, and fixed-income metrics to narrow ETF candidates.
- Comparison tools for fund overlap to see shared holdings, top differences, and overlap matrices against benchmarks or portfolios.
- Stock Locator to find ETFs holding a specific stock, including weights and shares, with full lists available through a free account.
- Comparison tools for total cost of ownership using expense ratios, spreads, commissions, holding period, and custom assumptions.
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 Research Center and Koyfin.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | ETFs | 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: US and CAIdentifiers: 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 | CSVPDF | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | Universe builderFactor exposure | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | AltaVista ResearchCountry: United StatesFounded 2004Support: Email and Phone | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Curation ratings | Methodology 4/5Reliability 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“Basic” | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | $29/mo“Individual” | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | $99/mo“Professional” | $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“Teams” |
| Free trial | 30 days | — |
Questions we keep getting
What's the difference between ETF Research Center and Koyfin?
ETF Research Center leans toward ETF screeners, ETF comparison, and ETF analysis, 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 Research Center and Koyfin cost?
Good news: both ETF Research Center 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 Research Center or Koyfin on my phone?
Koyfin lists a dedicated mobile app, so it travels better. ETF Research Center doesn't list a dedicated mobile app; its documented access is web.
Should I choose ETF Research Center or Koyfin?
It depends on what you're after. Pick ETF Research Center if ETF comparison and ETF factors 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 Research Center and Koyfin cover?
Both cover ETFs. Koyfin adds stocks, mutual funds, and closed-end funds on top.
Does ETF Research Center or Koyfin have real-time data?
Koyfin offers real-time data, which matters if you trade actively. ETF Research Center 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 Research Center 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 Research Center is more region-specific, mainly North America.
Can I export data from ETF Research Center and Koyfin?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can ETF Research Center or Koyfin connect to my broker?
Koyfin syncs with brokers automatically. With ETF Research Center, you're entering holdings by hand or importing files.
Which has a better stock screener: ETF Research Center or Koyfin?
Both ETF Research Center 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 Research Center or Koyfin?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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