Tool Comparison
Koyfin vs Monexa
- Paid from
- $468/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want ETF screeners, custom dashboards, and correlation.
- Paid from
- $9.90/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web
Best if
- You want stock ideas, valuation models, and insider data.
- You're a long-term investor who cares more about fundamentals than headlines
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.
Pick Monexa if
Monexa
Free • From $9.90/mo, billed monthly · Web
- You want stock ideas, valuation models, and insider data.
- 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.
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Our take
The bottom line
Koyfin and Monexa cover a lot of the same ground (9 shared categories, including screeners, data visualizations, and news), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Monexa's 17, including ETF screeners, custom dashboards, and correlation, plus a mobile app. Monexa counters by keeping things simpler.
What readers say
Koyfin
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Monexa
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Key differences at a glance
- Mobile app
- Koyfin
- Free trial
- Monexa7 days
- Broader coverage
- Koyfin20 vs 17 categories
- Free plan
- Both
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 Monexa does best
- Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules from one web workspace.
- Screening for stocks with saved screeners, templates, custom filters, and plan-based saved-screen limits.
- Research coverage for global company pages with financial statements, valuation metrics, stock charts, comparison tools, and plan-based history depth.
- Review SEC filings by filing type, filing date, CIK, and source-document view actions.
- Work through earnings calls with transcript history, search, AI summaries, and AI analysis where plan access permits.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | Monexa logo logo placeholder Monexa | |
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $468/yr, billed annually | Free • From $9.90/mo, billed monthly |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 13 limits: Free: financial history: 5Y, Free: charting: 10Y +11 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | — |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +4 more |
Categories covered | 20 | 17 |
Regions | 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 Granularity: EOD |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | Financial exchanges / third-party providers |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | — |
Security | 4 signals: SOC2, Data residency: US +2 more | 3 signals: Data residency: Other, Encryption at rest +1 more |
| Try it | Visit Koyfin | Visit Monexa |
Standout features
The best features of Koyfin and Monexa.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 Monexa does best
- Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules from one web workspace.
- Screening for stocks with saved screeners, templates, custom filters, and plan-based saved-screen limits.
- Research coverage for global company pages with financial statements, valuation metrics, stock charts, comparison tools, and plan-based history depth.
- Review SEC filings by filing type, filing date, CIK, and source-document view actions.
- Work through earnings calls with transcript history, search, AI summaries, and AI analysis where plan access permits.
All details
Every attribute we track for Koyfin and Monexa.ShowHide
All details
| Attribute | Monexa logo logo placeholder Monexa | |
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsBondsCommoditiesFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailAnalystsLong-term InvestorsValue InvestorsGrowth Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-time |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Financial exchanges / third-party providers |
| Access & integrations | ||
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | Excel |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Data residency: OtherEncryption at restEncryption in transit |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Not specified |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Alpine Labs Ltda.Country: BrazilSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | Monexa logo logo placeholder Monexa | |
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Freefinancial history: 5Y · charting: 10Y · +4 more |
| Entry paid plan | $468/yrBilled annually≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $9.90/moBilled monthly“Pro”financial history: 30Y · charting: 30Y · +5 more |
| Tier 2 | $948/yrBilled annually≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| Tier 3 | $2508/yrBilled annually≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yrBilled annually≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Koyfin and Monexa?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Monexa puts more weight on screeners, stock ideas, and news. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Monexa cost?
Good news: both Koyfin and Monexa have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or Monexa on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Monexa doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or Monexa?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with Monexa if you'd rather have stock ideas and valuation models. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Monexa cover?
Both cover stocks, ETFs, bonds, and commodities. Koyfin also handles mutual funds, closed-end funds, and currencies. Monexa adds funds on top.
Do Koyfin and Monexa offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and Monexa?
Yes, both export to spreadsheets (Koyfin: CSV; Monexa: Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Koyfin or Monexa?
Both Koyfin and Monexa 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 Monexa?
Koyfin handles portfolio tracking. Monexa is really a research tool; you'd track your portfolio elsewhere.
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