Tool Comparison
Koyfin vs Portfolio Performance
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You want screeners, ETF screeners, and custom dashboards.
- You're newer to investing and want something approachable
- Paid from
- $2.08/mo
- Free plan
- Yes
- Platforms
- Desktop, Mobile
Best if
- You want the cheaper way in: plans start at $2.08/mo instead of $39/mo
- You want performance attribution and risk metrics.
Start here
Koyfin
Free • From $468/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want screeners, ETF screeners, and custom dashboards.
- You're newer to investing and want something approachable
Pick Portfolio Performance instead if
Portfolio Performance
Free • From $25/yr · Desktop · Mobile
- You want the cheaper way in: plans start at $2.08/mo instead of $39/mo
- You want performance attribution and risk metrics.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Koyfin and Portfolio Performance cover a lot of the same ground (3 shared categories, data visualizations, portfolio, and watchlist), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Portfolio Performance's 5, including screeners, ETF screeners, and custom dashboards. Portfolio Performance counters by starting cheaper at $2.08/mo.
What readers say
Koyfin
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Portfolio Performance
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Key differences at a glance
- Cheaper paid plan
- Portfolio Performance$2.08/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 5 categories
- Desktop app
- Portfolio Performance
- Real-time data
- Koyfin
- Broker sync
- Koyfin
- Beginner friendly
- Koyfin
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 Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $468/yr | Free • From $25/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | Mobile App (Core): editing: Not supported (read-only as stated on app site) |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders |
Categories covered | 20 | 5 |
Regions | 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: 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 | 4 signals: Portfolio attribution, Rebalancing +2 more |
Security | 4 signals: SOC2, Data residency: US +2 more | Encryption at rest |
| Try it | Visit Koyfin | Visit Portfolio Performance |
Standout features
The best features of Koyfin and Portfolio Performance.ShowHide
Standout features
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 Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
All details
Every attribute we track for Koyfin and Portfolio Performance.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsBondsCryptosCommoditiesOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and ISIN |
| 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 | ||
Import methods | ManualCSVCustodian | CSVManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) |
Export formats | CSVImagePDF | CSVJSONXML |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Encryption at rest |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Free“Desktop (Open Source)” |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $25/yr≈ $2.08/mo“Premium (Mobile Annual)” |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $3/mo“Premium (Mobile Monthly)” |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yr≈ $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 Portfolio Performance?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Portfolio Performance puts more weight on portfolio, watchlist, and data visualizations. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Portfolio Performance cost?
Good news: both Koyfin and Portfolio Performance have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Koyfin or Portfolio Performance?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose Koyfin or Portfolio Performance?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Portfolio Performance if you'd rather have performance attribution and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Portfolio Performance cover?
Both cover stocks, ETFs, mutual funds, and bonds. Koyfin also handles closed-end funds, currencies, and futures. Portfolio Performance adds other on top.
Does Koyfin or Portfolio Performance have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Portfolio Performance 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 Portfolio Performance?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or Portfolio Performance connect to my broker?
Koyfin syncs with brokers automatically. With Portfolio Performance, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Portfolio Performance?
Koyfin has a stock screener for surfacing ideas; Portfolio Performance doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Portfolio Performance?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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