★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Office of Financial Research (U.S. Treasury)
Pick Koyfin if
Koyfin
Best for screeners and ETF screeners
Free • From $39/mo · Web · Mobile · 75% positive (24 votes)
- You do a lot of your research from your phone
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, ETF screeners, and custom dashboards, things Office of Financial Research (U.S. Treasury) doesn't offer
Pick Office of Financial Research (U.S. Treasury) if
Office of Financial Research (U.S. Treasury)
Best for APIs & data feeds and macro data
Free · Web · API · 100% positive (2 votes)
- You want an API so you can script or automate things
- You care about APIs & data feeds, macro data, and scores, things Koyfin doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
The verdict
The bottom line
Koyfin and Office of Financial Research (U.S. Treasury) cover a lot of the same ground (3 shared categories, data visualizations, fund analysis, and yield curves), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Office of Financial Research (U.S. Treasury)'s 9, including screeners, ETF screeners, and custom dashboards, plus a mobile app. Office of Financial Research (U.S. Treasury) counters by being completely free.
Key differences at a glance
- Mobile app
- Koyfin
- Broader coverage
- Koyfin20 vs 9 categories
- API access
- Office of Financial Research (U.S. Treasury)
- Real-time data
- Koyfin
- Broker sync
- Koyfin
- Free plan
- Both
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | Yes |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 9 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | Yield curves |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Office of Financial Research (U.S. Treasury) |
Standout features
What Koyfin does best
- Build customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screen 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.
- Use advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Track portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What Office of Financial Research (U.S. Treasury) does best
- Use the Short-term Funding Monitor for repo, commercial paper, certificates of deposit, federal funds, chart views, metadata, spread endpoints, and open REST/JSON access.
- Review the U.S.
- Use Hedge Fund Monitor datasets through open REST/JSON endpoints organized by datasets and mnemonics.
- Track the OFR Financial Stress Index, a daily global market-based stress index built from 33 variables and published with an approximate two-business-day lag.
- Monitor bank systemic-risk indicators such as G-SIB scores, surcharges, OFR Contagion Index data, leverage, assets, and equity metrics.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | BondsMutual FundsHedge Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Countries: US |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: None |
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | CSVJSON |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Yield curves |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Office of Financial Research, U.S. Department of the TreasuryCountry: USFounded 2010Support: Email |
Curation ratings | Not specified | Methodology 5/5Reliability 5/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +5 more
- financials years: 10
- estimates years: 10
- +5 more
- alerts: 500
- custom securities: Unlimited
- alerts: 500
- reports per month: 10
- +2 more
- alerts: 500
- reports per month: 200
- +2 more
Free
Lower starting price
Plans & pricing
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Koyfin strengths
17Office of Financial Research (U.S. Treasury) strengths
6What you only get with Office of Financial Research (U.S. Treasury).
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Koyfin and Office of Financial Research (U.S. Treasury)?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Office of Financial Research (U.S. Treasury) puts more weight on APIs & data feeds, macro data, and yield curves. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Office of Financial Research (U.S. Treasury) cost?
Good news: both Koyfin and Office of Financial Research (U.S. Treasury) have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or Office of Financial Research (U.S. Treasury) on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Office of Financial Research (U.S. Treasury) doesn't list a dedicated mobile app; its documented access is web and API.
Does Koyfin or Office of Financial Research (U.S. Treasury) have an API?
Office of Financial Research (U.S. Treasury) has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or Office of Financial Research (U.S. Treasury)?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Office of Financial Research (U.S. Treasury) if you'd rather have APIs & data feeds and macro data. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Office of Financial Research (U.S. Treasury) cover?
Both cover mutual funds and bonds. Koyfin also handles stocks, ETFs, and closed-end funds. Office of Financial Research (U.S. Treasury) adds hedge funds on top.
Does Koyfin or Office of Financial Research (U.S. Treasury) have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Office of Financial Research (U.S. Treasury) runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Koyfin and Office of Financial Research (U.S. Treasury)?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or Office of Financial Research (U.S. Treasury) connect to my broker?
Koyfin syncs with brokers automatically. With Office of Financial Research (U.S. Treasury), you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Office of Financial Research (U.S. Treasury)?
Koyfin has a stock screener for surfacing ideas; Office of Financial Research (U.S. Treasury) doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Office of Financial Research (U.S. Treasury)?
Koyfin handles portfolio tracking. Office of Financial Research (U.S. Treasury) is really a research tool; you'd track your portfolio elsewhere.
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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.