★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Orion Advisor Tech
Koyfin
Best for screeners and ETF screeners
Free • From $39/mo
Orion Advisor Tech
Best for risk metrics and scenario & stress tests
From $275/mo
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The verdict
The bottom line
Koyfin simply does more: 19 categories to Orion Advisor Tech's 13, including screeners, ETF screeners, and data visualizations. Orion Advisor Tech counters by keeping things simpler. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
Key differences at a glance
- Real-time data
- Koyfin
- Free plan
- Koyfin
- Cheaper paid plan
- Koyfin$39/mo vs $275/mo
- Broader coverage
- Koyfin19 vs 13 categories
- API access
- Orion Advisor Tech
- Global coverage
- Koyfin
Choose
Koyfin if…
- Delayed quotes won't cut it; you need real-time data
- 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 $275/mo
- You care about screeners, ETF screeners, and data visualizations, things Orion Advisor Tech doesn't offer
Choose
Orion Advisor Tech if…
- You want an API so you can script or automate things
- You care about risk metrics, scenario & stress tests, and monte carlo, things Koyfin doesn't offer
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | From $275/mo |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 18 limits: Free: watchlists: 2, Free: screens: 2 +16 more | Risk Intelligence Standalone: pricing model: Per user, per month |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | Redtail CRM, Salesforce +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Financial Advisors, RIAs / Wealth Firms +3 more |
Categories covered | 19 | 13 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time and Adjustments: TotalReturn | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | Morningstar and ICE Data Services |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 23 signals: Stress tests: Rates, FX, EquityCrash, and Commodities, Monte Carlo +21 more |
Security | Data residency: US | 6 signals: SOC2, ISO27001 +4 more |
| Try it | Visit Koyfin | Visit Orion Advisor Tech |
Standout features
What Koyfin does best
- Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app.
- Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.
- Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads.
- Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
- Alerts for price/valuation/technical signals and for news/filings/transcripts; notifications on desktop, email, and mobile push.
What Orion Advisor Tech does best
- 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.
- Denali AI brings data, workflows and insights across CRM, planning, portfolio management, reporting and risk into a unified intelligence layer for advisory firms.
- 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.
- Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity.
- Orion Risk Intelligence provides next-generation risk analytics: 100+ regression-based macro stress test scenarios, portfolio and business risk dashboards, asset-drift tracking, proposal and IPS workflows, and firm-level KPI tracking, fueled by Morningstar data.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsClosed-End FundsBondsOptionsFundsOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Financial AdvisorsRIAs / Wealth FirmsFamily OfficesAsset ManagersInstitutional Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | Vendor |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | MorningstarICE Data Services |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyWebhooksDocs |
Import methods | ManualCSVCustodian | CSVCustodianManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Redtail CRMSalesforceMoneyGuideProeMoneyNitrogenFidelitySchwabPershing |
Export formats | ImagePDF | ExcelPDF |
| Plans & trust | ||
Security & compliance | Data residency: US | SOC2ISO27001Data residency: USStatus pageEncryption at restEncryption in transit |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Stress tests: Rates, FX, EquityCrash, and CommoditiesMonte CarloBroker syncTax lotsRebalancingHouseholdingAlternatives supportDrift monitoring+15 more |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Orion Advisor Solutions, Inc.Country: USFounded 1999 |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$39/mo
Lower starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +3 more
- financials years: 10
- estimates years: 10
- +4 more
- custom securities: Unlimited
- reports per month: 10
- custodian integrations: 1
- +1 more
- reports per month: 200
- custodian integrations: Multiple
- +1 more
$275/mo
Starting price
Plans & pricing
- pricing model: Per user, per month
Coverage overlap
Shared categories
1Where the two tools cover the same ground.
Koyfin strengths
18Orion Advisor Tech strengths
12What you only get with Orion Advisor Tech.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Koyfin and Orion Advisor Tech?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Orion Advisor Tech puts more weight on advisor operations, risk metrics, and scenario & stress tests. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or Orion Advisor Tech free to use?
Koyfin has a free tier, so you can get started without paying anything. Orion Advisor Tech 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 Orion Advisor Tech?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Koyfin or Orion Advisor Tech have an API?
Orion Advisor Tech has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or Orion Advisor Tech?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Orion Advisor Tech if you'd rather have risk metrics and scenario & stress tests. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Orion Advisor Tech cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. Koyfin also handles currencies, commodities, and futures. Orion Advisor Tech adds options, funds, and other on top.
Does Koyfin or Orion Advisor Tech have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Orion Advisor Tech 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.
Which covers international markets: Koyfin or Orion Advisor Tech?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Orion Advisor Tech is more region-specific, mainly North America.
Can I export data from Koyfin and Orion Advisor Tech?
Orion Advisor Tech exports to Excel. Koyfin is stingier about getting data out.
Can Koyfin or Orion Advisor Tech connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Koyfin or Orion Advisor Tech?
Koyfin has a stock screener for surfacing ideas; Orion Advisor Tech doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Orion Advisor Tech?
Koyfin handles portfolio tracking. Orion Advisor Tech 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.