★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs MarketSurge
Koyfin
Best for custom dashboards and correlation
Free • From $39/mo
MarketSurge
Best for stock ideas and scores
From $24.95 per unit
Koyfin
Best for custom dashboards and correlation
Free • From $39/mo
MarketSurge
Best for stock ideas and scores
From $24.95 per unit
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The verdict
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.
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
Choose
Koyfin if…
- 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
Choose
MarketSurge if…
- 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
Comparison snapshot
| 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: Promotional term varies by channel; Android listing shows 6 weeks and Intro Offer: renewal: $149.95/month on web support pages; Android listing says $149.99/month |
| 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 |
Standout features
What Koyfin does best
- Build customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screen 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.
- Use advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Track portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What MarketSurge does best
- Use IBD-style stock and ETF research workflows built around charts, ratings, curated lists, buy points, and sell signals.
- Find ideas through curated lists such as Growth 250, Breaking Out Today, Near Pivot, RS Line Blue Dot, and Ants.
- Use automated Pattern Recognition to highlight base patterns, buy zones, profit zones, and loss zones where supported.
- Review proprietary IBD ratings, earnings and sales histories, institutional ownership, and 70+ technical or fundamental data points described in mobile listings.
- Screen stocks and ETFs with customizable criteria and a promotional database reference of 8,000+ stocks and ETFs.
Data & access details
| 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.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +5 more
- financials years: 10
- estimates years: 10
- +5 more
- alerts: 500
- custom securities: Unlimited
- alerts: 500
- reports per month: 10
- +2 more
- alerts: 500
- reports per month: 200
- +2 more
$24.95 per unit
Lower starting price
Plans & pricing
- term: Promotional term varies by channel; Android listing shows 6 weeks
- renewal: $149.95/month on web support pages; Android listing says $149.99/month
Coverage overlap
Shared categories
8Where the two tools cover the same ground.
Koyfin strengths
12MarketSurge strengths
6What you only get with MarketSurge.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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.
Other tools you might like
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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.