★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Fidelity (Fidelity Brokerage Services LLC) vs Koyfin
Pick Fidelity (Fidelity Brokerage Services LLC) if
Fidelity (Fidelity Brokerage Services LLC)
Best for brokerage and advanced order types
Free · Web · Mobile · Desktop
- You care about brokerage, advanced order types, and smart/direct routing, things Koyfin doesn't offer
Pick Koyfin if
Koyfin
Best for screeners and ETF screeners
Free • From $39/mo · Web · Mobile · 75% positive (24 votes)
- 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.
See alternativesOutbound links may include affiliate or sponsor codes.
The verdict
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 being completely free.
Key differences at a glance
- Broker sync
- Koyfin
- Broader coverage
- Koyfin20 vs 9 categories
- Desktop app
- Fidelity (Fidelity Brokerage Services LLC)
- Free plan
- Both
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $39/mo |
Free tier | Yes | 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 |
Standout features
What Fidelity (Fidelity Brokerage Services LLC) does best
- Open 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.
- Trade 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.
- Trade options with a $0 online base commission plus $0.65 per contract, with eligibility, margin, and options-approval requirements where applicable.
- Use 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
- 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.
Data & access details
| 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.
Pricing breakdown
Free
Lower starting price
Plans & pricing
- contract fee: $0.65 per contract
- online fee: $1 per bond or CD
- purchase service fee: Up to $100 on certain ETF purchases
- crypto trading fee: 1% on crypto buy/sell transactions; no fee on FIDD/USD buy/sell
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +5 more
- financials years: 10
- estimates years: 10
- +5 more
- alerts: 500
- custom securities: Unlimited
- alerts: 500
- reports per month: 10
- +2 more
- alerts: 500
- reports per month: 200
- +2 more
Coverage overlap
Shared categories
4Where the two tools cover the same ground.
Fidelity (Fidelity Brokerage Services LLC) strengths
5What you only get with Fidelity (Fidelity Brokerage Services LLC).
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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.
How much do Fidelity (Fidelity Brokerage Services LLC) and Koyfin cost?
Good news: both Fidelity (Fidelity Brokerage Services LLC) and Koyfin have free plans, so you can run them side by side and only pay if you hit a wall.
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.