VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View ETF Research Center View Koyfin Back to Home

Head-to-head

ETF Research Center vs Koyfin comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

ETF Research Center adds ETF Comparison, ETF Factors, Which ETF includes this Stock?, Money Flow, and Backtesting coverage that Koyfin skips.

Koyfin includes Screeners, News, Alerts, Calendar, Financials, Transcripts, Short Interest, and Dividends categories that ETF Research Center omits.

ETF Research Center highlights: Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans)., Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers., and Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks..

Koyfin is known for: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..

Koyfin offers mobile access, which ETF Research Center skips.

ETF Research Center

etfrc.com

Hands-on review

ETF Research Center, powered by AltaVista Research, offers deep ETF analytics. The free plan provides access to basic screeners and watchlists, while paid tiers unlock fundamentals and valuations, complete exportable holdings for many issuers, PDF tear sheets, portfolio builder features (2 portfolios on Individual vs. 40 on Professional), and customizable PDF portfolio reports. Paid plans start with a one-month free trial.

Platforms

Web

Pricing

Free

Subscription

Quick highlights

Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.
Total Cost of Ownership comparison that factors in expense ratios, spreads, and commissions, adjustable for user-defined holding period and assumptions.

Community votes (overall)

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Koyfin

koyfin.com

Editor’s pick Hands-on review

Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features.

Community votes (overall)

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Overlap

Shared focus areas

10 overlaps

Mutual strengths include ETF Screeners, ETF Overview, and ETF Performance plus 7 more areas.

Where they differ

ETF Research Center

Distinct strengths include:

ETF Comparison

ETF Factors

Which ETF includes this Stock?

Money Flow

Backtesting

Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans).
Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers.
Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks.
Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account.

Koyfin

Distinct strengths include:

Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).

Feature-by-feature breakdown

Attribute	ETF Research Center	Koyfin
Categories Which research workflows each platform targets	Shared: ETF Screeners, ETF Overview, ETF Performance, ETF Fundamentals, ETF Valuation, ETF Holdings, ETF Overlap, Portfolio, Watchlist, Data Visualizations Unique: ETF Comparison, ETF Factors, Which ETF includes this Stock?, Money Flow, Backtesting	Shared: ETF Screeners, ETF Overview, ETF Performance, ETF Fundamentals, ETF Valuation, ETF Holdings, ETF Overlap, Portfolio, Watchlist, Data Visualizations Unique: Screeners, News, Alerts, Calendar, Financials, Transcripts, Short Interest, Dividends
Asset types Supported asset classes and universes	ETFs	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, Mobile
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans). Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers. Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks. Stock Locator to find all ETFs holding a specific stock, showing weights and shares; the full list is available with a free account. Total Cost of Ownership comparison that factors in expense ratios, spreads, and commissions, adjustable for user-defined holding period and assumptions. Portfolio Builder lets users create, test, and monitor ETF portfolios. Features include allocation views, overlap analysis, fundamentals aggregation, backtesting, and ZoomLens holdings drill-downs. Professional subscribers can also generate customizable PDF portfolio reports.	Unique Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison. Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day. Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted. Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited). Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features. Portfolio and Model Portfolios with analytics including performance, drawdown, beta, and correlations. Advisor plans include client-ready PDF reports with tiered monthly limits.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Standard listing	Highlighted

Frequently Asked Questions

Which workflows do ETF Research Center and Koyfin both support?

Both platforms cover ETF Screeners, ETF Overview, ETF Performance, ETF Fundamentals, ETF Valuation, ETF Holdings, ETF Overlap, Portfolio, Watchlist, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do ETF Research Center and Koyfin require subscriptions?

Both ETF Research Center and Koyfin keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Koyfin ships a dedicated mobile experience, while ETF Research Center focuses on web or desktop access.

What unique strengths set the two platforms apart?

ETF Research Center differentiates itself with Equity Power Screener to filter ETFs by performance, technical indicators (beta, volatility, RSI), fundamentals, valuations, and ratings (advanced criteria gated to premium plans)., Fund Finder with multi-tab views across general, equity, and fixed income metrics; many criteria reserved for Individual and Professional tiers., and Fund Overlap tool showing pairwise overlap of holdings and top differences, plus a Portfolio Builder that generates overlap matrices against benchmarks., whereas Koyfin stands out for Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..

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