★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
FactorsToday vs Koyfin
Pick FactorsToday if
FactorsToday
Other · Web · API
- You want an API so you can script or automate things
- You care about quant, stock comparison, and factor exposure, things Koyfin doesn't offer
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
- You care about ETF screeners, custom dashboards, and watchlist, things FactorsToday 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
FactorsToday and Koyfin cover a lot of the same ground (5 shared categories, including screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to FactorsToday's 13, including ETF screeners, custom dashboards, and watchlist, plus a mobile app. FactorsToday counters by keeping things simpler.
What readers say
FactorsToday
Vote once to reveal the community verdict.
Koyfin
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Koyfin
- Broader coverage
- Koyfin20 vs 13 categories
- Mobile app
- Koyfin
- API access
- FactorsToday
- Broker sync
- Koyfin
- Asset coverage
- KoyfinAdds bonds and currencies
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 | Other | Free • From $39/mo |
Free tier | No | 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 | — | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Analysts and Quants/Developers | Retail Traders, Pro Retail +6 more |
Categories covered | 13 | 20 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: EOD and Second +1 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 | 9 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, LowVol, and Size +7 more | 7 signals: Universe builder, Broker sync +5 more |
Security | — | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit FactorsToday | Visit Koyfin |
Where each one shines
What FactorsToday and Koyfin each do best.ShowHide
Where each one shines
What FactorsToday and Koyfin each do best.What FactorsToday does best
- Monitor extreme factor moves and factor pairs with live dashboards, z-scores, and multiple time windows.
- Screen factors by timeframe, return, direction, and name, or screen stocks by stock type, factor criteria, and model-fit metrics.
- Analyze individual tickers through stock lookup, factor exposures, model comparisons, and related-stock similarity.
- Upload portfolio holdings by CSV, choose factor-model granularity, compare against a benchmark, and run what-if factor scenarios.
- Use Hedge Portfolio Builder to recommend hedge positions against factor targets with constraint controls and CSV export.
What Koyfin does best
- Build customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screen 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.
- Use advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Track 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 FactorsToday and Koyfin, side by side.ShowHide
Every detail we compared
Every tracked attribute for FactorsToday and Koyfin, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End Funds | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | AnalystsQuants/Developers | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-time15-min DelayedEnd of Day |
Data granularity | EODSecond | Not specified |
Data partners | Not specified | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: None600 req/minDocs | Not specified |
Import methods | CSVManual | ManualCSVCustodian |
Integrations | Not specified | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | CSVExcelJSON | 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 exposureVaR/ESStress tests: Rates, FX, and CommoditiesPerformance attributionPortfolio attributionPortfolio factor exposure+1 more | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | FactorsToday (operated by Lukasz R. Tomicki)Country: USSupport: Email | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
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 | — | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | — | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | — | $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | — | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more |
| Top plan | — | $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 FactorsToday and Koyfin?
FactorsToday leans toward screeners, quant, and data visualizations, 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.
Is FactorsToday or Koyfin free to use?
Koyfin has a free tier, so you can get started without paying anything. FactorsToday is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Which is better for beginners: FactorsToday or Koyfin?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use FactorsToday or Koyfin on my phone?
Koyfin lists a dedicated mobile app, so it travels better. FactorsToday doesn't list a dedicated mobile app; its documented access is web and API.
Does FactorsToday or Koyfin have an API?
FactorsToday has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose FactorsToday or Koyfin?
It depends on what you're after. Pick FactorsToday if quant and stock comparison 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 FactorsToday and Koyfin cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. Koyfin adds bonds, currencies, and commodities on top.
Do FactorsToday and Koyfin offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from FactorsToday and Koyfin?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can FactorsToday or Koyfin connect to my broker?
Koyfin syncs with brokers automatically. With FactorsToday, you're entering holdings by hand or importing files.
Which has a better stock screener: FactorsToday or Koyfin?
Both FactorsToday 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 FactorsToday or Koyfin?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Feedback
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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.