★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs MarketXLS
Pick Koyfin if
Koyfin
Free • From $39/mo · 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/mo
- You do a lot of your research from your phone
Pick MarketXLS if
MarketXLS
From $70/mo · Desktop · Web
- You care about sheets / excel add-ins, broker connectors, and options, 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 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
Vote once to reveal the community verdict.
MarketXLS
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Koyfin
- Cheaper paid plan
- Koyfin$39/mo vs $70/mo
- Broader coverage
- Koyfin20 vs 16 categories
- Mobile app
- Koyfin
- Desktop app
- MarketXLS
- Broker sync
- 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 $70/mo |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 3 limits: Standard: annual price usd: 850, Advanced: annual price usd: 1,500 +1 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 +10 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 |
Where each one shines
What Koyfin and MarketXLS each do best.ShowHide
Where each one shines
What Koyfin and MarketXLS 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 MarketXLS does best
- MarketXLS in Excel for Windows, Mac, and Excel Online, with 1,000+ spreadsheet functions for market data and analytics.
- Access to 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.
- Analysis of options with chains, Greeks, implied-volatility tools, order-flow functions, strategy P&L templates, and symbology conversion.
Every detail we compared
Every tracked attribute for Koyfin and MarketXLS, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and MarketXLS, side by side.| 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+4 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.
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 | $70/mo“Standard”annual price usd: 850 |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $125/mo“Advanced”annual price usd: 1,500 |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $200/mo“Business”annual price usd: 2,400 |
| 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 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.
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.