VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Koyfin vs Orion Advisor Tech comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Koyfin
koyfin.com
At a glance
| Koyfin | Orion Advisor Tech | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | $39/mo | $275/mo |
| Enterprise option | ||
| Available plans | Free, Plus, Premium, Advisor Core, Advisor Pro, Teams | Risk Intelligence Standalone, Orion Essentials Stack, Orion Advantage Stack |
Vote sentiment comparison
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Platform details
| Attribute | Koyfin | Orion Advisor Tech |
|---|---|---|
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFuturesCryptos | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | Real-time | End of Day |
API access | Not specified | REST |
Export formats | ImagePDF | ExcelPDF |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Koyfin only.
Categories covered by Orion Advisor Tech only.
Frequently Asked Questions
What's the difference between Koyfin and Orion Advisor Tech?
Koyfin focuses on Screeners, ETF Screeners, and Data Visualizations while Orion Advisor Tech specializes in Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Koyfin or Orion Advisor Tech free to use?
Koyfin offers a free tier that lets you get started without paying, while Orion Advisor Tech requires a subscription. If budget is a concern, start with Koyfin and upgrade later if you need more advanced features.
Which is better for beginners—Koyfin or Orion Advisor Tech?
Koyfin is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Does Koyfin or Orion Advisor Tech have an API?
Orion Advisor Tech provides API access for programmatic data retrieval and custom integrations. Koyfin doesn't currently offer an API, so you'll need to use their web interface.
Should I choose Koyfin or Orion Advisor Tech?
Choose Koyfin if you need Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., and Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.. Go with Orion Advisor Tech if Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., and Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services. better fits how you invest.
What asset classes do Koyfin and Orion Advisor Tech cover?
Both cover Stocks, ETFs, Mutual Funds, Closed-End Funds, and Bonds. Koyfin also includes Currencies, Commodities, Futures, and Cryptos. Orion Advisor Tech adds coverage for Options, Funds, and Other.
Does Koyfin or Orion Advisor Tech have real-time data?
Koyfin offers real-time data feeds, which is essential for active traders. Orion Advisor Tech uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Koyfin and Orion Advisor Tech?
Orion Advisor Tech supports data exports to Excel, and PDF. Koyfin has more limited export options.
Can Koyfin or Orion Advisor Tech connect to my broker?
Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.
Which has a better stock screener—Koyfin or Orion Advisor Tech?
Koyfin includes a stock screener for finding investment ideas. Orion Advisor Tech focuses on other analytical tools.
Can I track my portfolio with Koyfin or Orion Advisor Tech?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.