★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs OpenInsider
Start here
Koyfin
Free • From $39/mo · Web · Mobile
- You do a lot of your research from your phone
- You care about ETF screeners, custom dashboards, and correlation, things OpenInsider doesn't offer
Pick OpenInsider instead if
OpenInsider
Free · Web
- You care about insider data, something 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.
Our take
The bottom line
Koyfin and OpenInsider cover a lot of the same ground (2 shared categories, screeners and data visualizations), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to OpenInsider's 3, including ETF screeners, custom dashboards, and correlation, plus a mobile app. OpenInsider counters by being completely free.
What readers say
Koyfin
Vote once to reveal the community verdict.
OpenInsider
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Key differences at a glance
- Mobile app
- Koyfin
- Broader coverage
- Koyfin20 vs 3 categories
- Global coverage
- Koyfin
- Asset coverage
- KoyfinAdds ETFs and mutual funds
- 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 $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 | 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 | — |
Categories covered | 20 | 3 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | Latency: Real-time |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | Universe builder |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit OpenInsider |
Where each one shines
What Koyfin and OpenInsider each do best.ShowHide
Where each one shines
What Koyfin and OpenInsider 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 OpenInsider does best
- Screening for real-time SEC Form 4 insider purchases and sales using data sourced from sec.gov.
- Prebuilt report pages such as Latest Insider Purchases to start from high-signal insider buying activity.
- Search tools across and filter insider transactions by ticker, filing date, trade date, insider, owner type, transaction type, value, price, and related table fields.
- Drill into ticker, insider, and industry pages to review related filings and transaction history.
- Insider buy-sell charts to visualize insider activity instead of reading only raw transaction tables.
Every detail we compared
Every tracked attribute for Koyfin and OpenInsider, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and OpenInsider, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker and CIK |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-time |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | CSV |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builder |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Not specified |
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 | — |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | — |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $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 OpenInsider?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while OpenInsider puts more weight on insider data, screeners, and data visualizations. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and OpenInsider cost?
Good news: both Koyfin and OpenInsider have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or OpenInsider on my phone?
Koyfin lists a dedicated mobile app, so it travels better. OpenInsider doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or OpenInsider?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with OpenInsider if you'd rather have insider data. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and OpenInsider cover?
Both cover stocks and closed-end funds. Koyfin also handles ETFs, mutual funds, and bonds.
Do Koyfin and OpenInsider offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Koyfin or OpenInsider?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. OpenInsider is more region-specific, mainly North America.
Can I export data from Koyfin and OpenInsider?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Koyfin or OpenInsider?
Both Koyfin and OpenInsider 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 OpenInsider?
Koyfin handles portfolio tracking. OpenInsider 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.