★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Journalytic vs Koyfin
Pick Journalytic instead if
Journalytic
Free · Web
- You care about notes & highlights and checklist, things Koyfin doesn't offer
Start here
Koyfin
Free • From $39/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You care about screeners, ETF screeners, and custom dashboards, things Journalytic doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Koyfin simply does more: 20 categories to Journalytic's 3, including screeners, ETF screeners, and custom dashboards, plus a mobile app. Journalytic counters by being completely free. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
What readers say
Journalytic
Vote once to reveal the community verdict.
Koyfin
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Key differences at a glance
- Real-time data
- Koyfin
- Broader coverage
- Koyfin20 vs 3 categories
- Mobile app
- Koyfin
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $39/mo |
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 | — | Yes |
Integrations | — | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +6 more |
Categories covered | 3 | 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 | — | 7 signals: Universe builder, Broker sync +5 more |
Security | Encryption at rest and Encryption in transit | 4 signals: SOC2, Data residency: US +2 more |
| Try it | Visit Journalytic | Visit Koyfin |
Where each one shines
What Journalytic and Koyfin each do best.ShowHide
Where each one shines
What Journalytic and Koyfin each do best.What Journalytic does best
- Tools for creating investment ideas for stocks, crypto, real estate, private equity, venture investments, or custom assets and connect journal entries back to those ideas.
- Journal Actions to structure decisions, checklists, probabilistic predictions, self-contracts, and feelings instead of leaving research as unstructured notes.
- Tools for building custom checklists or use checklist-library workflows to make investment process reviews more repeatable.
- Views for reviewing idea dashboards with price charts and journal entries overlaid so thesis changes can be compared with market movement.
- Decisions and All Actions views to see when decisions, contracts, predictions, checklists, and feelings happened around an idea.
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.
Every detail we compared
Every tracked attribute for Journalytic and Koyfin, side by side.ShowHide
Every detail we compared
Every tracked attribute for Journalytic and Koyfin, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksCryptosReal EstatePrivate Funds | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Not specified | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Not specified | 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 | Encryption at restEncryption in transit | SOC2Data residency: USEncryption at restEncryption in transit |
Capability signals | Not specified | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting |
Vendor & support | JournalyticCountry: United States | Koyfin, Inc.Country: United StatesFounded 2016Support: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free“Free (Open Beta)” | Freewatchlists: 2 · screens: 2 · +5 more |
| Entry paid plan | — | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more |
| Tier 2 | — | $79/mo“Premium”alerts: 500 · custom securities: Unlimited |
| Tier 3 | — | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more |
| Top plan | — | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more |
| Custom / enterprise | — | Contact sales“Teams” |
Questions we keep getting
What's the difference between Journalytic and Koyfin?
Journalytic leans toward notes & highlights, checklist, and data visualizations, while Koyfin puts more weight on screeners, ETF screeners, and data visualizations. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
How much do Journalytic and Koyfin cost?
Good news: both Journalytic and Koyfin have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Journalytic or Koyfin on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Journalytic doesn't list a dedicated mobile app; its documented access is web.
Should I choose Journalytic or Koyfin?
It depends on what you're after. Pick Journalytic if notes & highlights and checklist 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 Journalytic and Koyfin cover?
Both cover stocks and cryptos. Journalytic also handles real estate and private funds. Koyfin adds ETFs, mutual funds, and closed-end funds on top.
Does Journalytic or Koyfin have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Journalytic 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 Journalytic and Koyfin?
Koyfin exports to CSV. Journalytic is stingier about getting data out.
Which has a better stock screener: Journalytic or Koyfin?
Koyfin has a stock screener for surfacing ideas; Journalytic doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Journalytic or Koyfin?
Koyfin handles portfolio tracking. Journalytic is really a research tool; you'd track your portfolio elsewhere.
Keep researching
More comparisons to check
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Keep Exploring
Feedback
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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.