Tool Comparison
Fintool vs Koyfin
- Paid from
- On request
- Free plan
- No
- Platforms
- Web
Best if
- You want AI chat, research templates, and APIs & data feeds.
- Paid from
- $468/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
- You want ETF screeners, data visualizations, and custom dashboards.
Pick Fintool if
Fintool
Contact for pricing · Web
- You want AI chat, research templates, and APIs & data feeds.
Pick Koyfin if
Koyfin
Free • From $468/yr, billed annually · 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 want ETF screeners, data visualizations, and custom dashboards.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Fintool and Koyfin cover a lot of the same ground (5 shared categories, including transcripts, financials, and screeners), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Fintool's 8, including ETF screeners, data visualizations, and custom dashboards, plus a mobile app. Fintool counters by keeping things simpler.
What readers say
Fintool
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Koyfin
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Key differences at a glance
- Free plan
- Koyfin
- Broader coverage
- Koyfin20 vs 8 categories
- Mobile app
- Koyfin
- Broker sync
- Koyfin
- Global coverage
- Koyfin
- Asset coverage
- KoyfinAdds ETFs and mutual funds
What Fintool does best
- Fintool as a historical reference for AI financial research agents rather than a current self-serve product to buy.
- The core workflow: natural-language answers grounded in SEC filings, earnings calls, financial data, and citations.
- Review the legacy company research experience across financials, earnings summaries, documents, research notes, and transcript analysis.
- Comparison tools for its AI workflow templates, including earnings memos, integrated charting, collaborative sharing controls, and cited research outputs.
- Tracking the Fintool V5 direction: autonomous background agents for DCF models in Excel, earnings decks in PowerPoint, and research memos in Word.
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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Contact for pricing | Free • From $468/yr, billed annually |
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 | No | No |
Broker sync | No | Yes |
Integrations | Microsoft 365 / Office (post-acquisition direction), SharePoint (legacy enterprise connector) +5 more | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +6 more |
Categories covered | 8 | 20 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time and End of Day and Granularity: EOD | 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 | AI summaries: Transcripts | 7 signals: Universe builder, Broker sync +5 more |
Security | Data residency: US, EU, and Other | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit Fintool | Visit Koyfin |
Standout features
The best features of Fintool and Koyfin.ShowHide
Standout features
What Fintool does best
- Fintool as a historical reference for AI financial research agents rather than a current self-serve product to buy.
- The core workflow: natural-language answers grounded in SEC filings, earnings calls, financial data, and citations.
- Review the legacy company research experience across financials, earnings summaries, documents, research notes, and transcript analysis.
- Comparison tools for its AI workflow templates, including earnings memos, integrated charting, collaborative sharing controls, and cited research outputs.
- Tracking the Fintool V5 direction: autonomous background agents for DCF models in Excel, earnings decks in PowerPoint, and research memos in Word.
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.
All details
Every attribute we track for Fintool and Koyfin.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-time15-min DelayedEnd of Day |
Data granularity | EOD | Not specified |
Data partners | Not specified | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
Import methods | Not specified | ManualCSVCustodian |
Integrations | Microsoft 365 / Office (post-acquisition direction)SharePoint (legacy enterprise connector)OneDrive (legacy enterprise connector)Google Drive (legacy enterprise connector)Okta (legacy enterprise connector)Azure AD (legacy enterprise connector)Google Workspace (legacy enterprise connector) | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | Not specified | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Data residency: US, EU, and Other | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | AI summaries: Transcripts | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | Fintool CorporationCountry: United StatesSupport: Email | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Curation ratings | Methodology 2/5Reliability 3/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | — | $468/yrBilled annually≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | — | $948/yrBilled annually≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | — | $2508/yrBilled annually≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more |
| Top plan | — | $3588/yrBilled annually≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more |
| Custom / enterprise | Contact sales“Microsoft acquisition / legacy Fintool” | Contact sales“Teams” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Fintool and Koyfin?
Fintool leans toward transcripts, financials, and screeners, 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 Fintool or Koyfin free to use?
Koyfin has a free tier, so you can get started without paying anything. Fintool is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Can I use Fintool or Koyfin on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Fintool doesn't list a dedicated mobile app; its documented access is web.
Should I choose Fintool or Koyfin?
It depends on what you're after. Pick Fintool if AI chat and research templates matter to you; go with Koyfin if you'd rather have ETF screeners and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Fintool and Koyfin cover?
Both cover stocks. Koyfin adds ETFs, mutual funds, and closed-end funds on top.
Do Fintool and Koyfin offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Fintool or Koyfin?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Fintool is more region-specific, mainly North America.
Can I export data from Fintool and Koyfin?
Koyfin exports to CSV. Fintool is stingier about getting data out.
Can Fintool or Koyfin connect to my broker?
Koyfin syncs with brokers automatically. With Fintool, you're entering holdings by hand or importing files.
Which has a better stock screener: Fintool or Koyfin?
Both Fintool 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 Fintool or Koyfin?
Koyfin handles portfolio tracking. Fintool is really a research tool; you'd track your portfolio elsewhere.
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