★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Journalytic vs Koyfin
Journalytic
Best for notes & highlights and checklist
Free
Koyfin
Best for screeners and ETF screeners
Free • From $39/mo
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The verdict
The bottom line
Koyfin simply does more: 19 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.
Key differences at a glance
- Mobile app
- Koyfin
- Broader coverage
- Koyfin19 vs 3 categories
- Real-time data
- Koyfin
- Free plan
- Both
Choose
Journalytic if…
- You care about notes & highlights and checklist, things Koyfin doesn't offer
Choose
Koyfin if…
- You do a lot of your research from your phone
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, ETF screeners, and custom dashboards, things Journalytic doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $39/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 18 limits: Free: watchlists: 2, Free: screens: 2 +16 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | — | Yes |
Integrations | — | Schwab, Altruist +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | — | Retail Traders, Pro Retail +6 more |
Categories covered | 3 | 19 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | Latency: Real-time and Adjustments: TotalReturn |
Data partners | — | 6 partners: S&P Global Market Intelligence, Morningstar +4 more |
Capabilities | — | 7 signals: Universe builder, Broker sync +5 more |
Security | Encryption at rest and Encryption in transit | Data residency: US |
| Try it | Visit Journalytic | Visit Koyfin |
Standout features
What Journalytic does best
- Pricing: Journalytic is in an open beta period and is currently completely free (a future freemium model is mentioned).
- Investment journaling tool designed to record thoughts, track decisions, and surface feedback/blindspots in the investing process.
- Create “ideas” by referencing an asset with “$” in an entry; includes a stock database and supports custom ideas (real estate, private equity/VC, crypto), including manual custom-idea price updates.
- Journal Actions to add structure: record decisions, run checklists (including a checklist library + custom checklists), create self-contracts, make probabilistic predictions, and capture feelings.
- Idea dashboards include a price chart with journal entries displayed; “Decisions” and “All Actions” views overlay decisions and other actions (contracts/predictions/checklists/feelings).
What Koyfin does best
- Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app.
- Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.
- Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads.
- Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
- Alerts for price/valuation/technical signals and for news/filings/transcripts; notifications on desktop, email, and mobile push.
Data & access details
| 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-time |
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 | ImagePDF |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Data residency: US |
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.
Pricing breakdown
Free
Lower starting price
Plans & pricing
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +3 more
- financials years: 10
- estimates years: 10
- +4 more
- custom securities: Unlimited
- reports per month: 10
- custodian integrations: 1
- +1 more
- reports per month: 200
- custodian integrations: Multiple
- +1 more
Coverage overlap
Shared categories
1Where the two tools cover the same ground.
Journalytic strengths
2What you only get with Journalytic.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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.
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.
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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.