VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Fintool vs Koyfin comparison

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

Quick takeaways

Fintool adds AI Chat, AI Report, AI Earnings Summary, Data APIs, and APIs & SDKs coverage that Koyfin skips.

Koyfin includes ETF Screeners, Data Visualizations, News, Alerts, Calendar, ETF Overview, ETF Performance, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Portfolio, Short Interest, and Dividends categories that Fintool omits.

Fintool highlights: Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., and Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events..

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 Fintool lacks.

Koyfin offers mobile access, which Fintool skips.

Fintool logo

Fintool

fintool.com

Hands-on review

AI-powered research platform combining SEC filings, earnings transcripts, and financial data with natural-language querying. Two tiers: Regular includes unlimited queries, filings and transcripts, advanced screening, real-time market data, and up to 5 user seats. Enterprise adds API access, private-data connectors, and enterprise-grade security. A 14-day free trial is available.

Platforms

Web
API

Pricing

Subscription

Quick highlights

  • Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations.
  • Built-in company screener and watchlists, plus workflow tools and sharable watchlists.
  • Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events.
  • Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.
  • Enterprise-grade private data handling: connectors for SharePoint, OneDrive, and Google Drive; role-based access control, audit logs, SIEM export, and IDP integrations (Okta, Azure AD, Google Workspace). Vendor promises no training on customer data; AES-256 at rest and TLS 1.2+ in transit.

Community votes (overall)

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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.

Community votes (overall)

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Transcripts, Financials, and Screeners plus 1 more area.

Where they differ

Fintool

Distinct strengths include:

  • Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations.
  • Built-in company screener and watchlists, plus workflow tools and sharable watchlists.
  • Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events.
  • Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.

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

AttributeFintoolKoyfin
Categories

Which research workflows each platform targets

Shared: Transcripts, Financials, Screeners, Watchlist

Unique: AI Chat, AI Report, AI Earnings Summary, Data APIs, APIs & SDKs

Shared: Transcripts, Financials, Screeners, Watchlist

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

Asset types

Supported asset classes and universes

Stocks

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, API

Web, Mobile

Pricing

High-level pricing models

Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations.
  • Built-in company screener and watchlists, plus workflow tools and sharable watchlists.
  • Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events.
  • Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.
  • Enterprise-grade private data handling: connectors for SharePoint, OneDrive, and Google Drive; role-based access control, audit logs, SIEM export, and IDP integrations (Okta, Azure AD, Google Workspace). Vendor promises no training on customer data; AES-256 at rest and TLS 1.2+ in transit.
  • Workflow templates like 'Draft an Earnings Memo with AI', integrated charting, and collaborative sharing controls.

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

Yes

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do Fintool and Koyfin both support?

Both platforms cover Transcripts, Financials, Screeners, and Watchlist 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 Fintool requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Koyfin ships a dedicated mobile experience, while Fintool focuses on web or desktop access.

What unique strengths set the two platforms apart?

Fintool differentiates itself with Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., and Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events., 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.