★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Portfolio Visualizer
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You care about custom dashboards, portfolio, and watchlist, things Portfolio Visualizer doesn't offer
Pick Portfolio Visualizer if
Portfolio Visualizer
Free • From $360/yr · Web
- You want the cheaper way in: plans start at $30/mo instead of $39/mo
- You care about backtesting, monte carlo, and risk metrics, 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 Portfolio Visualizer cover a lot of the same ground (5 shared categories, including screeners, ETF screeners, and data visualizations), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Portfolio Visualizer's 11, including custom dashboards, portfolio, and watchlist, plus a mobile app. Portfolio Visualizer counters by starting cheaper at $30/mo.
What readers say
Koyfin
Vote once to reveal the community verdict.
Portfolio Visualizer
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Key differences at a glance
- Cheaper paid plan
- Portfolio Visualizer$30/mo vs $39/mo
- Free trial
- Portfolio Visualizer14 days
- Broader coverage
- Koyfin20 vs 11 categories
- Mobile app
- Koyfin
- Real-time data
- Koyfin
- Free plan
- Both
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 $39/mo | Free • From $360/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 6 limits: Free: max assets per portfolio: 15, Free: history: Limited history; pricing snippet says the free tier excludes current-... +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | — |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 11 |
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 | — |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 7 signals: Universe builder, Factor exposure +5 more |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Portfolio Visualizer |
Where each one shines
What Koyfin and Portfolio Visualizer each do best.ShowHide
Where each one shines
What Koyfin and Portfolio Visualizer 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 Portfolio Visualizer does best
- Backtest portfolios built from mutual funds, ETFs, stocks, and asset-class allocations.
- Tools for running Monte Carlo simulations to test long-term portfolio growth, withdrawal sustainability, and portfolio survival scenarios.
- Testing tools for tactical asset-allocation models based on moving averages, momentum, market valuation, and target volatility.
- Optimization tools such as Efficient Frontier, Portfolio Optimization, Black-Litterman Model, and Rolling Optimization.
- Analysis of factor exposure with Factor Regression, Risk Factor Allocation, Fund and ETF Factor Regressions, and Factor Performance Attribution.
Every detail we compared
Every tracked attribute for Koyfin and Portfolio Visualizer, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Portfolio Visualizer, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | CSVManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | ExcelCSVPDF |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderFactor exposureVaR/ESPerformance attributionMonte CarloPortfolio factor exposureCorrelation |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | SRL Global Ltd.Country: United Kingdom |
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 | Freemax assets per portfolio: 15 · history: Limited history; pricing snippet says the free tier excludes current-... |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $360/yr≈ $30/mo“Basic”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $660/yr≈ $55/mo“Pro”max assets per portfolio: 150 · billing notes: Pricing shown as $/month but billed annually. |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $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 Portfolio Visualizer?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Portfolio Visualizer puts more weight on backtesting, monte carlo, and correlation. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Portfolio Visualizer cost?
Good news: both Koyfin and Portfolio Visualizer have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or Portfolio Visualizer on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Portfolio Visualizer doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or Portfolio Visualizer?
It depends on what you're after. Pick Koyfin if custom dashboards and portfolio matter to you; go with Portfolio Visualizer if you'd rather have backtesting and monte carlo. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Portfolio Visualizer cover?
Both cover stocks, ETFs, and mutual funds. Koyfin also handles closed-end funds, bonds, and currencies. Portfolio Visualizer adds funds on top.
Does Koyfin or Portfolio Visualizer have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Portfolio Visualizer 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 Visualizer?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Koyfin or Portfolio Visualizer?
Both Koyfin and Portfolio Visualizer 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 Portfolio Visualizer?
Koyfin handles portfolio tracking. Portfolio Visualizer is really a research tool; you'd track your portfolio elsewhere.
Keep researching
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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.