Tool Comparison
Koyfin vs MarketXLS
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $39/mo instead of $70.83/mo
- You do a lot of your research from your phone
- Paid from
- $70.83/mo
- Free plan
- No
- Platforms
- Desktop, Web
Best if
- You want sheets / excel add-ins, broker connectors, and options.
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $39/mo instead of $70.83/mo
- You do a lot of your research from your phone
Pick MarketXLS if
MarketXLS
From $850/yr · Desktop · Web
- You want sheets / excel add-ins, broker connectors, and options.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Koyfin and MarketXLS cover a lot of the same ground (6 shared categories, including screeners, correlation, and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to MarketXLS's 16, including ETF screeners, data visualizations, and custom dashboards, plus a mobile app. MarketXLS counters by keeping things simpler.
What readers say
Koyfin
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MarketXLS
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Key differences at a glance
- Free plan
- Koyfin
- Cheaper paid plan
- Koyfin$39/mo vs $70.83/mo
- Broader coverage
- Koyfin20 vs 16 categories
- Mobile app
- Koyfin
- Desktop app
- MarketXLS
- Broker sync
- Koyfin
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 MarketXLS does best
- Use more than 1,000 market-data and analysis functions in Excel on Windows, Mac, and the web, or in Google Sheets.
- Access quotes, fundamentals, historical statements, ETF data, options data, mutual-fund data, crypto pairs, FRED economic series, and selected technical data into workbooks.
- Real-time streaming quotes on Advanced and Business plans for covered U.S. and Canadian stocks, ETFs, and options.
- Standard defaults to 15-minute delayed stock, ETF, and crypto data, with EOD options, mutual-fund, and economic data.
- Analyze options chains, Greeks, implied volatility, order flow, strategy profit and loss, and broker symbols.
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 • From $468/yr | From $850/yr |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 9 limits: Standard: stock etf delay minutes: 15, Standard: options timing: End of day +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | Interactive Brokers, Thinkorswim +11 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 16 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 4 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +2 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 5 signals: Factors: Value, Quality, and Momentum, Multi-leg options +3 more |
Security | 4 signals: SOC2, Data residency: US +2 more | Status page |
| Try it | Visit Koyfin | Visit MarketXLS |
Standout features
The best features of Koyfin and MarketXLS.ShowHide
Standout features
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 MarketXLS does best
- Use more than 1,000 market-data and analysis functions in Excel on Windows, Mac, and the web, or in Google Sheets.
- Access quotes, fundamentals, historical statements, ETF data, options data, mutual-fund data, crypto pairs, FRED economic series, and selected technical data into workbooks.
- Real-time streaming quotes on Advanced and Business plans for covered U.S. and Canadian stocks, ETFs, and options.
- Standard defaults to 15-minute delayed stock, ETF, and crypto data, with EOD options, mutual-fund, and economic data.
- Analyze options chains, Greeks, implied volatility, order flow, strategy profit and loss, and broker symbols.
All details
Every attribute we track for Koyfin and MarketXLS.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsOptionsMutual FundsCurrenciesFuturesCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Countries: US and CA5 exchangesIdentifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-time15-min DelayedEnd of Day |
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 | Interactive BrokersThinkorswimTradierOrionCharles Schwab (OpenView Gateway)QuoteMediaIEX CloudNasdaq+5 more |
Export formats | CSVImagePDF | ExcelCSV |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Status page |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Factors: Value, Quality, and MomentumMulti-leg optionsGreeksMonte CarloCorrelation |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | MarketXLS LimitedCountry: IrelandFounded 2016Support: Email and Phone |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | — |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $850/yr≈ $70.83/mo“Standard”stock etf delay minutes: 15 · options timing: End of day · +1 more |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $1500/yr≈ $125/mo“Advanced”stock etf timing: Real-time streaming · options timing: Real-time streaming · +1 more |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $2400/yr≈ $200/mo“Business”support: VIP · consulting: Included · +1 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 Koyfin and MarketXLS?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while MarketXLS puts more weight on sheets / excel add-ins, broker connectors, and screeners. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or MarketXLS free to use?
Koyfin has a free tier, so you can get started without paying anything. MarketXLS is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Can I use Koyfin or MarketXLS on my phone?
Koyfin lists a dedicated mobile app, so it travels better. MarketXLS doesn't list a dedicated mobile app; its documented access is desktop and web.
Should I choose Koyfin or MarketXLS?
It depends on what you're after. Pick Koyfin if ETF screeners and data visualizations matter to you; go with MarketXLS if you'd rather have sheets / excel add-ins and broker connectors. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and MarketXLS cover?
Both cover stocks, ETFs, mutual funds, and currencies. Koyfin also handles closed-end funds, bonds, and commodities. MarketXLS adds options on top.
Do Koyfin and MarketXLS offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and MarketXLS?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or MarketXLS connect to my broker?
Koyfin syncs with brokers automatically. With MarketXLS, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or MarketXLS?
Both Koyfin and MarketXLS 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 MarketXLS?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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