Tool Comparison
Koyfin vs MoatMap
Pick Koyfin if
Koyfin
Free • From $468/yr, billed annually · Web · Mobile
- You do a lot of your research from your phone
- You want ETF screeners, custom dashboards, and correlation.
- You've outgrown the basics and want pro-level depth
Pick MoatMap if
MoatMap
Free • Paid plans available · Web
- You want stock ideas, scores, and valuation models.
- You're a long-term investor who cares more about fundamentals than headlines
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 MoatMap cover a lot of the same ground (7 shared categories, including screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to MoatMap's 13, including ETF screeners, custom dashboards, and correlation, plus a mobile app. MoatMap counters by keeping things simpler.
What readers say
Koyfin
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MoatMap
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Key differences at a glance
- Mobile app
- Koyfin
- Broader coverage
- Koyfin20 vs 13 categories
- Broker sync
- Koyfin
- Asset coverage
- KoyfinAdds ETFs and mutual funds
- Free plan
- Both
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, billed annually | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 7 limits: Free: feathers per month: 20, Taster pack: feathers: 100 +5 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +4 more |
Categories covered | 20 | 13 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | 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 End of Day and Granularity: EOD |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 5 signals: Universe builder, Factors: Quality, Value, and Momentum +3 more |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit MoatMap |
Standout features
The best features of Koyfin and MoatMap.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 MoatMap does best
- Score more than 24,000 stocks daily on Quality, Value, and Momentum within sector and global contexts.
- Screen stocks across 35 markets, use prepared screens, and save or share filters.
- Order about 10,000-word AI reports covering business segments, management, earnings transcripts, and scenarios.
- Track insider buys, sells, and buybacks across 35 markets.
- Upload a broker statement for factor scores, sector exposure, look-through financials, insider activity, buybacks, and earnings dates.
All details
Every attribute we track for Koyfin and MoatMap.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsGrowth Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | CSVManual |
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: Quality, Value, and MomentumFactor exposurePortfolio factor exposureAI summaries: Filings, Transcripts, and News |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | MoatMapCountry: MalaysiaSupport: Email |
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 | Freefeathers per month: 20 |
| Entry paid plan | $468/yrBilled annually≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $6 per unit“Taster pack”feathers: 100 · expiry: Never expires |
| Tier 2 | $948/yrBilled annually≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $15 per unit“Standard pack”feathers: 300 · expiry: Never expires |
| Tier 3 | $2508/yrBilled annually≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $28 per unit“Bulk pack”feathers: 600 · expiry: Never expires |
| Top plan | $3588/yrBilled annually≈ $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 MoatMap?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while MoatMap puts more weight on AI research, screeners, and stock ideas. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and MoatMap cost?
Good news: both Koyfin and MoatMap have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Koyfin or MoatMap?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Koyfin or MoatMap on my phone?
Koyfin lists a dedicated mobile app, so it travels better. MoatMap doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or MoatMap?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with MoatMap 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 MoatMap cover?
Both cover stocks. Koyfin also handles ETFs, mutual funds, and closed-end funds.
Do Koyfin and MoatMap offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and MoatMap?
Koyfin exports to CSV. MoatMap is stingier about getting data out.
Can Koyfin or MoatMap connect to my broker?
Koyfin syncs with brokers automatically. With MoatMap, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or MoatMap?
Both Koyfin and MoatMap 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 MoatMap?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.