★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: ProjectionLab checked July 22, 2026
Tool Comparison
Koyfin vs ProjectionLab
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 screeners, ETF screeners, and custom dashboards, things ProjectionLab doesn't offer
Pick ProjectionLab if
ProjectionLab
Free • From $129/yr · Web
- You want the cheaper way in: plans start at $10.75/mo instead of $39/mo
- You care about retirement calculator, monte carlo, and backtesting, things Koyfin doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
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 ProjectionLab cover a lot of the same ground (2 shared categories, data visualizations and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to ProjectionLab's 7, including screeners, ETF screeners, and custom dashboards, plus a mobile app. ProjectionLab counters by starting cheaper at $10.75/mo.
What readers say
Koyfin
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ProjectionLab
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Key differences at a glance
- Cheaper paid plan
- ProjectionLab$10.75/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 7 categories
- Mobile app
- Koyfin
- Real-time data
- Koyfin
- Broker sync
- 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 $129/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | Pro: included client seats: 10 and Pro: additional client seat price per month usd: 2 |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Long-term Investors +1 more |
Categories covered | 20 | 7 |
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 | Monte Carlo |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit ProjectionLab |
Where each one shines
What Koyfin and ProjectionLab each do best.ShowHide
Where each one shines
What Koyfin and ProjectionLab 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 ProjectionLab does best
- Build long-range personal financial plans around income, expenses, assets, liabilities, family milestones, housing decisions, retirement timing, and financial-independence goals.
- Run Monte Carlo simulations to examine a range of possible outcomes and estimate a plan's chance of success under user-selected assumptions.
- Backtest plans against historical periods and explore the effect of market volatility, black-swan events, different investment strategies, and portfolio blends.
- Review year-by-year projections for net worth, estimated taxes, cash flow, account drawdown, and legacy outcomes.
- Compare what-if scenarios such as changing retirement dates, working part-time, taking time off, buying a home, moving, or adjusting spending and saving.
Every detail we compared
Every tracked attribute for Koyfin and ProjectionLab, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and ProjectionLab, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsBondsMutual FundsReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersLong-term InvestorsFinancial Advisors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Not specified |
| 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 | Manual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Monte Carlo |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | ProjectionLab LLCSupport: Email |
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 | Free“Basic” |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $129/yr≈ $10.75/mo“Premium” |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $549/yr≈ $45.75/mo“Pro”included client seats: 10 · additional client seat price per month usd: 2 |
| 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” | — |
Questions we keep getting
What's the difference between Koyfin and ProjectionLab?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while ProjectionLab puts more weight on retirement calculator, monte carlo, and backtesting. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and ProjectionLab cost?
Good news: both Koyfin and ProjectionLab have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or ProjectionLab on my phone?
Koyfin lists a dedicated mobile app, so it travels better. ProjectionLab doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or ProjectionLab?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with ProjectionLab if you'd rather have retirement calculator and monte carlo. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and ProjectionLab cover?
Both cover stocks, ETFs, mutual funds, and bonds. Koyfin also handles closed-end funds, currencies, and commodities. ProjectionLab adds real estate and other on top.
Does Koyfin or ProjectionLab have real-time data?
Koyfin offers real-time data, which matters if you trade actively. ProjectionLab 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 ProjectionLab?
Koyfin exports to CSV. ProjectionLab is stingier about getting data out.
Can Koyfin or ProjectionLab connect to my broker?
Koyfin syncs with brokers automatically. With ProjectionLab, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or ProjectionLab?
Koyfin has a stock screener for surfacing ideas; ProjectionLab doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or ProjectionLab?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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.