★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs MarketSurge
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You care about custom dashboards, correlation, and portfolio, things MarketSurge doesn't offer
- You're newer to investing and want something approachable
Pick MarketSurge if
MarketSurge
From $24.95 per unit · Web · Mobile
- You want the cheaper way in: plans start at $24.95/mo instead of $39/mo
- You care about stock ideas, scores, and flags, things Koyfin 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 and MarketSurge cover a lot of the same ground (8 shared categories, including screeners, ETF screeners, and data visualizations), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to MarketSurge's 14, including custom dashboards, correlation, and portfolio. MarketSurge counters by starting cheaper at $24.95/mo.
What readers say
Koyfin
Vote once to reveal the community verdict.
MarketSurge
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Koyfin
- Cheaper paid plan
- MarketSurge$24.95/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 14 categories
- Broker sync
- Koyfin
- Beginner friendly
- Koyfin
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 • From $39/mo | From $24.95 per unit |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | Intro Offer: term: 30 days on the current web offer and Intro Offer: renewal: $149.95/month after the promotional period |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +2 more |
Categories covered | 20 | 14 |
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 | Latency: Real-time and Granularity: Minute and EOD |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | Universe builder and Factors: Growth and Momentum |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit MarketSurge |
Where each one shines
What Koyfin and MarketSurge each do best.ShowHide
Where each one shines
What Koyfin and MarketSurge each do best.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.
What MarketSurge does best
- IBD-style stock and ETF research workflows built around charts, ratings, curated lists, buy points, and sell signals.
- Discovery tools for ideas through curated lists such as Growth 250, Breaking Out Today, Near Pivot, RS Line Blue Dot, and Ants.
- Automated Pattern Recognition to highlight base patterns, buy zones, profit zones, and loss zones where supported.
- Views for reviewing proprietary IBD ratings, earnings and sales histories, institutional ownership, and 70+ technical or fundamental data points described in mobile listings.
- Screening for stocks and ETFs with customizable criteria and a promotional database reference of 8,000+ stocks and ETFs.
Every detail we compared
Every tracked attribute for Koyfin and MarketSurge, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and MarketSurge, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailSwing TradersGrowth Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-time |
Data granularity | Not specified | MinuteEOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderFactors: Growth and Momentum |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Investor's Business Daily, Inc.Country: USSupport: Email, Phone, and Chat |
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 | Freewatchlists: 2 · screens: 2 · +5 more | — |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $24.95 per unit“Intro Offer”term: 30 days on the current web offer · renewal: $149.95/month after the promotional period |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $1499/yr≈ $124.92/mo“Premium Annual” |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $149.95/mo“Premium Monthly” |
| 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 Koyfin and MarketSurge?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while MarketSurge puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or MarketSurge free to use?
Koyfin has a free tier, so you can get started without paying anything. MarketSurge is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Which is better for beginners: Koyfin or MarketSurge?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose Koyfin or MarketSurge?
It depends on what you're after. Pick Koyfin if custom dashboards and correlation matter to you; go with MarketSurge if you'd rather have stock ideas and scores. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and MarketSurge cover?
Both cover stocks, ETFs, and mutual funds. Koyfin also handles closed-end funds, bonds, and currencies. MarketSurge adds funds on top.
Do Koyfin and MarketSurge offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and MarketSurge?
Koyfin exports to CSV. MarketSurge is stingier about getting data out.
Can Koyfin or MarketSurge connect to my broker?
Koyfin syncs with brokers automatically. With MarketSurge, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or MarketSurge?
Both Koyfin and MarketSurge include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Koyfin or MarketSurge?
Koyfin handles portfolio tracking. MarketSurge is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.