★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Fidelity (Fidelity Brokerage Services LLC) checked July 16, 2026
Tool Comparison
Fidelity (Fidelity Brokerage Services LLC) vs Koyfin
Pick Fidelity (Fidelity Brokerage Services LLC) if
Fidelity (Fidelity Brokerage Services LLC)
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile · Desktop
- You care about brokerage, advanced order types, and smart/direct routing, 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 care about screeners, ETF screeners, and data visualizations, things Fidelity (Fidelity Brokerage Services LLC) doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Fidelity (Fidelity Brokerage Services LLC) and Koyfin cover a lot of the same ground (4 shared categories, including portfolio, watchlist, and news), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Fidelity (Fidelity Brokerage Services LLC)'s 9, including screeners, ETF screeners, and data visualizations. Fidelity (Fidelity Brokerage Services LLC) counters by keeping things simpler.
What readers say
Fidelity (Fidelity Brokerage Services LLC)
Vote once to reveal the community verdict.
Koyfin
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Key differences at a glance
- Free plan
- Koyfin
- Broader coverage
- Koyfin20 vs 9 categories
- Desktop app
- Fidelity (Fidelity Brokerage Services LLC)
- Broker sync
- Koyfin
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 | Transaction-priced · Fees vary by offer and jurisdiction | Free • From $39/mo |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | 4 limits: Options: contract fee: $0.65 per contract, Secondary Bonds and CDs: online fee: $1 per bond or CD +2 more | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | Quicken and QuickBooks | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +6 more |
Categories covered | 9 | 20 |
Regions | North America, Europe, APAC | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Streaming and Real-time, Granularity: Tick and EOD +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 | 3 signals: Multi-leg options, Greeks +1 more | 7 signals: Universe builder, Broker sync +5 more |
Security | — | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit Fidelity (Fidelity Brokerage Services LLC) | Visit Koyfin |
Where each one shines
What Fidelity (Fidelity Brokerage Services LLC) and Koyfin each do best.ShowHide
Where each one shines
What Fidelity (Fidelity Brokerage Services LLC) and Koyfin each do best.What Fidelity (Fidelity Brokerage Services LLC) does best
- Direct access to a Fidelity brokerage account for U.S. stocks, ETFs, options, bonds, mutual funds, fractional shares, and eligible crypto rather than using a standalone market-data website.
- Trading access for online U.S. stocks and ETFs with no Fidelity commission, while checking the disclosed exceptions for regulatory charges, professional fees, and certain ETF purchase service fees.
- Trading access for options with a $0 online base commission plus $0.65 per contract, with eligibility, margin, and options-approval requirements where applicable.
- Fidelity Trader+ and Active Trader Pro when you need streaming quotes, Level II, time and sales, directed trading, real-time analytics, and trading signals.
- Place advanced conditional orders such as Contingent, Multi-Contingent, OCO, OTO, and OTOCO from Fidelity.com or Active Trader Pro.
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.
Every detail we compared
Every tracked attribute for Fidelity (Fidelity Brokerage Services LLC) and Koyfin, side by side.ShowHide
Every detail we compared
Every tracked attribute for Fidelity (Fidelity Brokerage Services LLC) and Koyfin, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsBondsMutual FundsCryptos | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | North AmericaEuropeAPAC | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | StreamingReal-time | Real-time15-min DelayedEnd of Day |
Data granularity | TickEOD | Not specified |
Data partners | Not specified | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
Import methods | Not specified | ManualCSVCustodian |
Integrations | QuickenQuickBooks | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | CSVExcelPDF | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | Multi-leg optionsGreeksTax lots | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | Fidelity Investments (FMR LLC) / Fidelity Brokerage Services LLCCountry: USFounded 1946Support: Chat and Phone | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Curation ratings | Methodology 4/5Reliability 5/5UX 4/5 | Not specified |
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 | Free“Brokerage Account” | 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 Fidelity (Fidelity Brokerage Services LLC) and Koyfin?
Fidelity (Fidelity Brokerage Services LLC) leans toward brokerage, portfolio, and watchlist, while Koyfin puts more weight on screeners, ETF screeners, and data visualizations. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Fidelity (Fidelity Brokerage Services LLC) or Koyfin free to use?
Koyfin has a free tier, so you can get started without paying anything. Fidelity (Fidelity Brokerage Services LLC) is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Should I choose Fidelity (Fidelity Brokerage Services LLC) or Koyfin?
It depends on what you're after. Pick Fidelity (Fidelity Brokerage Services LLC) if brokerage and advanced order types matter to you; go with Koyfin if you'd rather have screeners and ETF screeners. And if you only need the basics both share, let price decide.
What asset classes do Fidelity (Fidelity Brokerage Services LLC) and Koyfin cover?
Both cover stocks, ETFs, bonds, and mutual funds. Fidelity (Fidelity Brokerage Services LLC) also handles options. Koyfin adds closed-end funds, currencies, and commodities on top.
Do Fidelity (Fidelity Brokerage Services LLC) and Koyfin offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Fidelity (Fidelity Brokerage Services LLC) and Koyfin?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Fidelity (Fidelity Brokerage Services LLC) or Koyfin connect to my broker?
Koyfin syncs with brokers automatically. With Fidelity (Fidelity Brokerage Services LLC), you're entering holdings by hand or importing files.
Which has a better stock screener: Fidelity (Fidelity Brokerage Services LLC) or Koyfin?
Koyfin has a stock screener for surfacing ideas; Fidelity (Fidelity Brokerage Services LLC) doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Fidelity (Fidelity Brokerage Services LLC) or Koyfin?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.