Koyfin adds ETF Screeners, Data Visualizations, Stock Comparison, Money Flow, Backtesting, News, Alerts, Calendar, Dividends, Splits, Yield Curves, ETF Performance, ETF Valuation, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts, Education, Videos, and Custom Dashboards coverage that MarketXLS skips.
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★
PRICE: 5 CENTS
Wednesday, December 10, 2025
Tool Comparison
Koyfin vs MarketXLS comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
MarketXLS includes Sheets / Excel Add-ins, Broker Connectors, Options & Derivatives, Options, Options P&L, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), Correlation, and Which ETF includes this Stock? categories that Koyfin omits.
Koyfin has a free tier, while MarketXLS requires a paid plan.
Koyfin ships a mobile app. MarketXLS is web/desktop only.
In depth comparison
Koyfin
koyfin.com
Editor’s pick Hands-on review
Multi‑asset web and mobile analytics terminal for global markets. Free plan includes My Portfolios, short financial history and a small number of watchlists/screens/dashboards. Plus unlocks long‑history financials & estimates, ETF holdings, stock/ETF screeners and full news/filings/transcripts. Premium adds advanced My Portfolio analytics, unlimited custom data & formulas and ETF valuation. Advisor Core/Pro add model & client portfolios, mutual fund data & screeners, client proposals/reports and custodian/PMS integrations (with more integrations, short/leveraged models, PDF statement upload and custom report pages on Advisor Pro). No public data API; downloads are limited to non‑fundamental data by vendor licensing.
Categories
ScreenersETF ScreenersData VisualizationsStock ComparisonMoney FlowPortfolioWatchlistBacktestingNewsAlertsCalendarDividendsSplitsYield CurvesGDPInterest RatesInflation RatesUnemployment RatesFinancialsETF OverviewETF PerformanceETF HoldingsETF FundamentalsETF ValuationAnalyst ForecastsAnalyst RecommendationsAnalyst Price TargetsTranscriptsEducationVideosBlogsCustom Dashboards
Platforms
WebMobile
Pricing
FreeSubscription
Quick highlights
- Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks.
- Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries.
- Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace.
- Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
- Company and fund research including financial statement review, dividend and earnings history snapshots, ETF and mutual fund holdings, valuation metrics and percentile ranks, plus analyst estimates, forecasts, ratings and price targets powered by S&P Capital IQ.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
MarketXLS
marketxls.com
Excel‑first market data & analytics add‑in with 1,000+ functions. Default data is 15‑min delayed (QuoteMedia); real‑time streams and intraday history available with data add‑ons. Web screener, ETF database/overlap tools, options chains & Greeks, and portfolio templates (incl. Efficient Frontier). Direct order‑ticket functions for Thinkorswim, Tradier, Orion, plus IBKR integration via TWS API. No public data API for redistribution; personal use license.
Categories
Platforms
DesktopWeb
Pricing
Subscription
Quick highlights
- Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users.
- Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year.
- Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter.
- Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
- Web screener with hundreds of metrics; stock ranks (Value/Quality/Technical); spreadsheet builder to generate ready‑made workbooks.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Where they differ
Koyfin
Distinct strengths include:
- Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks.
- Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries.
- Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace.
- Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
MarketXLS
Distinct strengths include:
Sheets / Excel Add-insBroker ConnectorsOptions & DerivativesOptionsOptions P&LMonte CarloRisk Metrics (VaR/ES/Drawdown)Correlation
- Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users.
- Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year.
- Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter.
- Portfolio & research templates: Efficient Frontier, correlation/volatility/drawdowns, fundamentals and historical statements via hf_* functions.
Feature-by-feature breakdown
| Attribute | Koyfin | MarketXLS |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, Portfolio, Watchlist, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Financials, ETF Overview, ETF Holdings, ETF Fundamentals, Blogs Unique: ETF Screeners, Data Visualizations, Stock Comparison, Money Flow, Backtesting, News, Alerts, Calendar, Dividends, Splits, Yield Curves, ETF Performance, ETF Valuation, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts, Education, Videos, Custom Dashboards | Shared: Screeners, Portfolio, Watchlist, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Financials, ETF Overview, ETF Holdings, ETF Fundamentals, Blogs Unique: Sheets / Excel Add-ins, Broker Connectors, Options & Derivatives, Options, Options P&L, Monte Carlo, Risk Metrics (VaR/ES/Drawdown), Correlation, Which ETF includes this Stock? |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos, Futures, Funds | Stocks, ETFs, Options, Mutual Funds, Currencies, Futures, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile | Desktop, Web |
Pricing High-level pricing models | Free, Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Koyfin and MarketXLS both support?
Both platforms cover Screeners, Portfolio, Watchlist, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Financials, ETF Overview, ETF Holdings, ETF Fundamentals, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Koyfin offers a free entry point, while MarketXLS requires a paid subscription. Review the pricing table to see how the paid tiers compare.
Which tool has mobile access?
Koyfin ships a dedicated mobile experience, while MarketXLS focuses on web or desktop access.
What unique strengths set the two platforms apart?
Koyfin differentiates itself with Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., whereas MarketXLS stands out for Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year., and Options analytics: live option chains & Greeks, IV tools, order‑flow functions, strategy P&L templates; options symbology converter..
Keep exploring
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- GuruFocusEditor's pickHands-on review
Overlap: Screeners, Stock Comparison, and Data Visualizations.
ScreenersStock ComparisonData Visualizations - Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Stock Comparison, and Data Visualizations.
ScreenersStock ComparisonData Visualizations - YChartsHands-on review
Overlap: Screeners, Stock Comparison, and Data Visualizations.
ScreenersStock ComparisonData Visualizations - Seeking AlphaEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Stock Comparison.
ScreenersETF ScreenersStock Comparison - TradingViewEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Data Visualizations.
ScreenersETF ScreenersData Visualizations - Stock AnalysisEditor's pickHands-on review
Overlap: Screeners, ETF Screeners, and Stock Comparison.
ScreenersETF ScreenersStock Comparison
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.