VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Koyfin checked August 23, 2026 · Optuma checked September 5, 2026
Tool Comparison
Koyfin vs Optuma
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $39/mo instead of $67.5/mo
- You do a lot of your research from your phone
Pick Optuma if
Optuma
From $810/yr · Desktop
- You care about stock comparison, ETF comparison, and quant, 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.
Our take
The bottom line
Koyfin and Optuma cover a lot of the same ground (5 shared categories, including screeners, data visualizations, and correlation), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Optuma's 10, including ETF screeners, custom dashboards, and news, plus a mobile app. Optuma counters by keeping things simpler.
What readers say
Koyfin
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Optuma
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Key differences at a glance
- Free plan
- Koyfin
- Cheaper paid plan
- Koyfin$39/mo vs $67.5/mo
- Free trial
- Optuma14 days
- Broader coverage
- Koyfin20 vs 10 categories
- Mobile app
- Koyfin
- Desktop app
- Optuma
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 | From $810/yr |
Free tier | Yes | No |
Free trial | — | 14 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | — |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | Bloomberg |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Pro Retail, Analysts +3 more |
Categories covered | 20 | 10 |
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 | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | RRG Research and Bloomberg |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 9 signals: Custom formulas, Ranking backtests +7 more |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Optuma |
Where each one shines
What Koyfin and Optuma each do best.ShowHide
Where each one shines
What Koyfin and Optuma 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 Optuma does best
- Build static or animated RRGs for securities, indices, asset classes, custom lists, and portfolios.
- Change tail length, comparison index, history, and daily, weekly, or monthly timeframes in RRG Lite.
- Use price-weighted, cap-weighted, selected-index, or fixed annual-return comparisons.
- Higher service levels add one-minute intraday and Forex RRGs, scripting, filters, scans, quantitative tests, and quadrant-colored bars.
- Connect a real-time provider for live intraday RRGs or use included and optional end-of-day market data.
Every detail we compared
Every tracked attribute for Koyfin and Optuma, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Optuma, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsCurrenciesCommoditiesFuturesCryptosOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Pro RetailAnalystsQuants/DevelopersAsset ManagersHedge Funds |
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 | MinuteEOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | RRG ResearchBloomberg |
| Access & integrations | ||
Import methods | ManualCSVCustodian | CSVManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Bloomberg |
Export formats | CSVImagePDF | ImagePDF |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePerformance attributionPortfolio attributionPortfolio factor exposure+1 more |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Optuma Pty LtdCountry: AUSupport: Email and Forum |
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 | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $810/yr≈ $67.50/mo“Trader Services — annual renewal” |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $75/mo“Trader Services — monthly renewal” |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $995/yr“Trader Services — first 12 months” |
| Top plan | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Koyfin and Optuma?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Optuma puts more weight on data visualizations, stock comparison, and ETF comparison. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or Optuma free to use?
Koyfin has a free tier, so you can get started without paying anything. Optuma is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Which is better for beginners: Koyfin or Optuma?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Koyfin or Optuma on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Optuma doesn't list a dedicated mobile app; its documented access is desktop.
Should I choose Koyfin or Optuma?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with Optuma if you'd rather have stock comparison and ETF comparison. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Optuma cover?
Both cover stocks, ETFs, mutual funds, and currencies. Koyfin also handles closed-end funds and bonds. Optuma adds other on top.
Do Koyfin and Optuma offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and Optuma?
Koyfin exports to CSV. Optuma is stingier about getting data out.
Can Koyfin or Optuma connect to my broker?
Koyfin syncs with brokers automatically. With Optuma, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Optuma?
Both Koyfin and Optuma 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 Optuma?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.