Koyfin adds ETF Screeners, Data Visualizations, News, Alerts, Calendar, Transcripts, ETF Performance, ETF Overlap, ETF Valuation, Short Interest, and Dividends coverage that MarketXLS skips.
VOL. XCIV, NO. 247
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Sunday, October 5, 2025
Head-to-head
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, Which ETF includes this Stock?, Interest Rates, Unemployment Rates, Inflation Rates, GDP, and Blogs categories that Koyfin omits.
Koyfin highlights: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
MarketXLS is known 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..
Koyfin has a free tier, while MarketXLS requires a paid plan.
Koyfin ships a mobile app. MarketXLS is web/desktop only.
Koyfin
koyfin.com
Editor’s pick Hands-on review
Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.
Categories
Platforms
Web
Mobile
Pricing
Free
Subscription
Quick highlights
- Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
- Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
- Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
- Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
- Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features.
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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
Desktop
Web
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.
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Overlap
Shared focus areas
7 overlapsMutual strengths include Screeners, Financials, and ETF Overview plus 4 more areas.
Where they differ
Koyfin
Distinct strengths include:
- Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
- Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
- Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
- Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
MarketXLS
Distinct strengths include:
Sheets / Excel Add-ins
Broker Connectors
Options & Derivatives
Options
Options P&L
Monte Carlo
Risk 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, Financials, ETF Overview, ETF Holdings, ETF Fundamentals, Watchlist, Portfolio Unique: ETF Screeners, Data Visualizations, News, Alerts, Calendar, Transcripts, ETF Performance, ETF Overlap, ETF Valuation, Short Interest, Dividends | Shared: Screeners, Financials, ETF Overview, ETF Holdings, ETF Fundamentals, Watchlist, Portfolio 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?, Interest Rates, Unemployment Rates, Inflation Rates, GDP, Blogs |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos | 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, Financials, ETF Overview, ETF Holdings, ETF Fundamentals, Watchlist, and Portfolio 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 Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., 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..
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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.