VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Fidelity (Fidelity Brokerage Services LLC) vs Koyfin comparison

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

Quick takeaways

Fidelity (Fidelity Brokerage Services LLC) adds Brokerage, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, and Options & Derivatives coverage that Koyfin skips.

Koyfin includes Screeners, ETF Screeners, Data Visualizations, Alerts, Calendar, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Short Interest, and Dividends categories that Fidelity (Fidelity Brokerage Services LLC) omits.

Fidelity (Fidelity Brokerage Services LLC) highlights: Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee)., Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades., and Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals..

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 keeps a free entry point that Fidelity (Fidelity Brokerage Services LLC) lacks.

Fidelity (Fidelity Brokerage Services LLC) logo

Fidelity (Fidelity Brokerage Services LLC)

fidelity.com

A leading U.S. brokerage offering commission-free stock and ETF trades, plus robust platforms for both casual investors and active traders. Options contracts are priced at $0.65 each. Advanced conditional order types and streaming Level II data are available through Active Trader Pro, Fidelity’s professional desktop platform.

Platforms

Web
Mobile
Desktop

Pricing

Other

Quick highlights

  • Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee).
  • Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades.
  • Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals.
  • Supports advanced conditional orders including Contingent, Multi-Contingent, OCO, OTO, and OTOCO, both on Fidelity.com and within Active Trader Pro.
  • Options chain displays real-time Greeks and supports multi-leg strategies inside Active Trader Pro.

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Koyfin logo

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.

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Portfolio, Watchlist, and News plus 1 more area.

Where they differ

Fidelity (Fidelity Brokerage Services LLC)

Distinct strengths include:

  • Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee).
  • Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades.
  • Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals.
  • Supports advanced conditional orders including Contingent, Multi-Contingent, OCO, OTO, and OTOCO, both on Fidelity.com and within Active Trader Pro.

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

AttributeFidelity (Fidelity Brokerage Services LLC)Koyfin
Categories

Which research workflows each platform targets

Shared: Portfolio, Watchlist, News, Financials

Unique: Brokerage, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, Options & Derivatives

Shared: Portfolio, Watchlist, News, Financials

Unique: Screeners, ETF Screeners, Data Visualizations, Alerts, Calendar, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Short Interest, Dividends

Asset types

Supported asset classes and universes

Stocks, ETFs, Options, Bonds, Mutual Funds, Cryptos

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, Mobile, Desktop

Web, Mobile

Pricing

High-level pricing models

Other

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee).
  • Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades.
  • Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals.
  • Supports advanced conditional orders including Contingent, Multi-Contingent, OCO, OTO, and OTOCO, both on Fidelity.com and within Active Trader Pro.
  • Options chain displays real-time Greeks and supports multi-leg strategies inside Active Trader Pro.
  • International trading access spanning 25 countries and 16 currencies for direct equity purchases outside the U.S.

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

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do Fidelity (Fidelity Brokerage Services LLC) and Koyfin both support?

Both platforms cover Portfolio, Watchlist, News, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Koyfin offers a free entry point, while Fidelity (Fidelity Brokerage Services LLC) requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Fidelity (Fidelity Brokerage Services LLC) and Koyfin?

Both Fidelity (Fidelity Brokerage Services LLC) and Koyfin support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Fidelity (Fidelity Brokerage Services LLC) differentiates itself with Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee)., Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades., and Active Trader Pro® desktop platform provides streaming market data, Level II quotes with time & sales, and real-time analytics with trading signals., 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..

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.