Koyfin vs Portfolio Visualizer comparison

Koyfin focuses on Screeners, ETF Screeners, and Data Visualizations while Portfolio Visualizer specializes in Backtesting, Monte Carlo, and Correlation. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Good news—both Koyfin and Portfolio Visualizer offer free plans. You can try each platform without commitment and only pay when you need premium features.

Koyfin has a mobile app so you can check your research on the go. Portfolio Visualizer is web-only, so you'll need a browser to access it from mobile devices.

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 Portfolio Visualizer if Portfolio backtesting for portfolios built from mutual funds, ETFs, and stocks., and Tactical asset allocation model testing based on moving averages, momentum, market valuation, and target volatility. better fits how you invest.

Both cover Stocks, ETFs, and Mutual Funds. Koyfin also includes Closed-End Funds, Bonds, Currencies, Commodities, Futures, and Cryptos. Portfolio Visualizer adds coverage for Funds.

Koyfin offers real-time data feeds, which is essential for active traders. Portfolio Visualizer uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Portfolio Visualizer supports data exports to Excel, CSV, and PDF. Koyfin has more limited export options.

Koyfin connects with brokers for portfolio syncing. Portfolio Visualizer requires manual portfolio entry or data import.

Both Koyfin and Portfolio Visualizer include stock screeners. Try each to see which filtering options and interface you prefer.

Koyfin offers portfolio tracking features. Portfolio Visualizer is more focused on research and analysis.