Tool Comparison
Investopedia vs Koyfin
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want education, blogs, and newsletters.
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and data visualizations.
Pick Investopedia if
Investopedia
Free · Web
- You want education, blogs, and newsletters.
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and data visualizations.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Investopedia and Koyfin cover a lot of the same ground (2 shared categories, news and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Investopedia's 6, including screeners, ETF screeners, and data visualizations, plus a mobile app. Investopedia counters by being completely free.
What readers say
Investopedia
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Koyfin
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Key differences at a glance
- Real-time data
- Koyfin
- Broader coverage
- Koyfin20 vs 6 categories
- Mobile app
- Koyfin
- Broker sync
- Koyfin
- Free plan
- Both
What Investopedia does best
- Read articles and financial definitions about investing, markets, personal finance, companies, crypto, and economics.
- Use the financial dictionary to learn terms before comparing investing tools.
- Monitor market news across markets, companies, earnings, crypto, and personal finance without treating articles as buy, sell, or hold recommendations.
- A free Stock Simulator with virtual cash, portfolio and trade areas, solo practice, and games.
- Paper trade stocks, ETFs, and basic long calls and puts before risking real capital.
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 | Free | Free • From $468/yr |
Free tier | Yes | 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 | — | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +6 more |
Categories covered | 6 | 20 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | 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 | Universe builder | 7 signals: Universe builder, Broker sync +5 more |
Security | — | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit Investopedia | Visit Koyfin |
Standout features
The best features of Investopedia and Koyfin.ShowHide
Standout features
What Investopedia does best
- Read articles and financial definitions about investing, markets, personal finance, companies, crypto, and economics.
- Use the financial dictionary to learn terms before comparing investing tools.
- Monitor market news across markets, companies, earnings, crypto, and personal finance without treating articles as buy, sell, or hold recommendations.
- A free Stock Simulator with virtual cash, portfolio and trade areas, solo practice, and games.
- Paper trade stocks, ETFs, and basic long calls and puts before risking real capital.
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 Investopedia and Koyfin.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsOptionsCommodities | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailStudents/ResearchersFinancial Advisors | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
Data partners | Not specified | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io |
| Access & integrations | ||
Import methods | Not specified | ManualCSVCustodian |
Integrations | Not specified | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar |
Export formats | Not specified | CSVImagePDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | Universe builder | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | People Inc.Country: United StatesFounded 1999 | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | — | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | — | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | — | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more |
| Top plan | — | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more |
| Custom / enterprise | — | Contact sales“Teams” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Investopedia and Koyfin?
Investopedia leans toward education, blogs, and news, while Koyfin puts more weight on screeners, ETF screeners, and data visualizations. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Investopedia and Koyfin cost?
Good news: both Investopedia and Koyfin have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Investopedia or Koyfin on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Investopedia doesn't list a dedicated mobile app; its documented access is web.
Should I choose Investopedia or Koyfin?
It depends on what you're after. Pick Investopedia if education and blogs 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 Investopedia and Koyfin cover?
Both cover stocks, ETFs, bonds, and commodities. Investopedia also handles options. Koyfin adds mutual funds, closed-end funds, and currencies on top.
Does Investopedia or Koyfin have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Investopedia runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Investopedia and Koyfin?
Koyfin exports to CSV. Investopedia is stingier about getting data out.
Can Investopedia or Koyfin connect to my broker?
Koyfin syncs with brokers automatically. With Investopedia, you're entering holdings by hand or importing files.
Which has a better stock screener: Investopedia or Koyfin?
Koyfin has a stock screener for surfacing ideas; Investopedia doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Investopedia or Koyfin?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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