VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source check: Koyfin checked August 23, 2026
Tool Comparison
Koyfin vs Monexa
Pick Koyfin if
Koyfin
Free • From $468/yr · 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 · Web
- You want the cheaper way in: plans start at $9.9/mo instead of $39/mo
- 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.
See alternativesOutbound links may include affiliate or sponsor codes.
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 starting cheaper at $9.9/mo.
What readers say
Koyfin
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Monexa
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Key differences at a glance
- Cheaper paid plan
- Monexa$9.9/mo vs $39/mo
- Free trial
- Monexa7 days
- Broader coverage
- Koyfin20 vs 17 categories
- Mobile app
- Koyfin
- Free plan
- Both
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 $468/yr | Free • From $9.90/mo |
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 |
Where each one shines
What Koyfin and Monexa each do best.ShowHide
Where each one shines
What Koyfin and Monexa 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 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.
Every detail we compared
Every tracked attribute for Koyfin and Monexa, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Monexa, side by side.| Attribute | ||
|---|---|---|
| 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.
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 | Freefinancial history: 5Y · charting: 10Y · +4 more |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $9.90/mo“Pro”financial history: 30Y · charting: 30Y · +5 more |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
| Free trial | — | 7 days |
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.
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.