VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, December 4, 2025

Tool Comparison

Intrinio vs Koyfin comparison

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

Quick takeaways

Intrinio adds Data APIs, Options & Derivatives, Institutional Data, and Splits coverage that Koyfin skips.

Koyfin includes Portfolio, Watchlist, Screeners, ETF Screeners, Transcripts, ETF Overview, ETF Performance, ETF Fundamentals, ETF Valuation, ETF Overlap, Short Interest, Alerts, Calendar, Data Visualizations, Yield Curves, GDP, Interest Rates, Inflation Rates, and Unemployment Rates categories that Intrinio omits.

Koyfin keeps a free entry point that Intrinio lacks.

Koyfin offers mobile access, which Intrinio skips.

In depth comparison

Intrinio logo

Intrinio

intrinio.com

Financial data vendor offering flexible dataset-level subscriptions and bulk one-time downloads. Real-time options require OPRA licensing, though a lighter 'OptionsEdge' product avoids that complexity. Data is delivered via REST, WebSocket, CSV, or integrations like Snowflake, S3, and FTP.

Platforms

WebAPI

Pricing

SubscriptionOne-time

Quick highlights

  • REST API with JSON output and WebSocket streaming for real-time market data.
  • SDKs available for Python and R, with detailed documentation and examples.
  • US fundamentals: standardized and as-reported data back to 2006, sourced from SEC filings, updated in real time as filings arrive.
  • Equity prices: IEX real-time, Nasdaq Basic, 15-minute delayed SIP, and CBOE One delayed; end-of-day history spans 50+ years with dividend/split adjustments.
  • Options data: real-time OPRA feed with Greeks and implied volatility via API and WebSocket, plus delayed, intraday, and historical coverage.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
Koyfin logo

Koyfin

koyfin.com

Editor’s pick Hands-on review

Web-first research & portfolio-analytics terminal with global multi-asset coverage, advanced charting, powerful screeners, and advisor-focused model/client portfolio tooling. Strong for fundamental and macro workflows across stocks, ETFs, mutual funds and global yields, with custodian integrations and client-reporting features on advisor tiers. No public data API; data exports are constrained by vendor licenses.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

  • Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal.
  • Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts.
  • Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R².
  • Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.
  • Custom Formulas and Custom Data Series to build derived columns in tables and ingest external price series (e.g., private funds, real estate, custom indices) that plug into charts, watchlists, portfolios and exposures.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet

Where they differ

Intrinio

Distinct strengths include:

  • REST API with JSON output and WebSocket streaming for real-time market data.
  • SDKs available for Python and R, with detailed documentation and examples.
  • US fundamentals: standardized and as-reported data back to 2006, sourced from SEC filings, updated in real time as filings arrive.
  • Equity prices: IEX real-time, Nasdaq Basic, 15-minute delayed SIP, and CBOE One delayed; end-of-day history spans 50+ years with dividend/split adjustments.

Koyfin

Distinct strengths include:

  • Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal.
  • Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts.
  • Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R².
  • Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.

Feature-by-feature breakdown

AttributeIntrinioKoyfin
Categories

Which research workflows each platform targets

Shared: News, Financials, ETF Holdings, Dividends, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets

Unique: Data APIs, Options & Derivatives, Institutional Data, Splits

Shared: News, Financials, ETF Holdings, Dividends, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets

Unique: Portfolio, Watchlist, Screeners, ETF Screeners, Transcripts, ETF Overview, ETF Performance, ETF Fundamentals, ETF Valuation, ETF Overlap, Short Interest, Alerts, Calendar, Data Visualizations, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates

Asset types

Supported asset classes and universes

Stocks, ETFs, Options, Mutual Funds

Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Futures, Commodities, Currencies, Cryptos, Options, Funds

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, One-time

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • REST API with JSON output and WebSocket streaming for real-time market data.
  • SDKs available for Python and R, with detailed documentation and examples.
  • US fundamentals: standardized and as-reported data back to 2006, sourced from SEC filings, updated in real time as filings arrive.
  • Equity prices: IEX real-time, Nasdaq Basic, 15-minute delayed SIP, and CBOE One delayed; end-of-day history spans 50+ years with dividend/split adjustments.
  • Options data: real-time OPRA feed with Greeks and implied volatility via API and WebSocket, plus delayed, intraday, and historical coverage.
  • OptionsEdge product: delivers a 'real-time feel' for options without OPRA licensing requirements.

Unique

  • Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal.
  • Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts.
  • Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R².
  • Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.
  • Custom Formulas and Custom Data Series to build derived columns in tables and ingest external price series (e.g., private funds, real estate, custom indices) that plug into charts, watchlists, portfolios and exposures.
  • My Dashboards & Macro Dashboards to assemble fully customizable workspaces mixing graphs, tables, macro tiles, news, transcripts, portfolios and model portfolios.
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 Intrinio and Koyfin both support?

Both platforms cover News, Financials, ETF Holdings, Dividends, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets 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 Intrinio 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 Intrinio focuses on web or desktop access.

What unique strengths set the two platforms apart?

Intrinio differentiates itself with REST API with JSON output and WebSocket streaming for real-time market data., SDKs available for Python and R, with detailed documentation and examples., and US fundamentals: standardized and as-reported data back to 2006, sourced from SEC filings, updated in real time as filings arrive., whereas Koyfin stands out for Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal., Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts., and Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R²..

Keep exploring

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.