★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Quartr
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You care about screeners, ETF screeners, and data visualizations, things Quartr doesn't offer
Pick Quartr if
Quartr
Free • Contact for pricing · Web · Mobile · API
- You want an API so you can script or automate things
- You care about AI chat, notes & highlights, and shared workspaces, 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 Quartr cover a lot of the same ground (7 shared categories, including watchlist, alerts, and calendar), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Quartr's 16, including screeners, ETF screeners, and data visualizations. Quartr counters by being completely free.
What readers say
Koyfin
Vote once to reveal the community verdict.
Quartr
Vote once to reveal the community verdict.
Key differences at a glance
- Asset coverage
- KoyfinAdds ETFs and mutual funds
- Broader coverage
- Koyfin20 vs 16 categories
- API access
- Quartr
- 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 • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | MarketBeat |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +8 more |
Categories covered | 20 | 16 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | 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 | Latency: Streaming and Real-time |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | MarketBeat |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | Citation pinning and AI summaries: Transcripts |
Security | 4 signals: SOC2, Data residency: US +2 more | Status page |
| Try it | Visit Koyfin | Visit Quartr |
Where each one shines
What Koyfin and Quartr each do best.ShowHide
Where each one shines
What Koyfin and Quartr 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 Quartr does best
- Research coverage for investor-relations material across public companies, including live and recorded earnings calls, transcripts, filings, reports, slide presentations, summaries, and segment data.
- The free iOS and Android app for live calls, recorded calls, searchable transcripts, analyst estimates, valuation multiples, segment splits, watchlists, and offline downloads.
- Monitoring earnings calendars, watchlists, dashboards, keyword alerts, and notifications when companies, competitors, products, or events are mentioned.
- Quartr Pro to search across transcripts, filings, reports, and slides in one desktop workspace, then track narrative shifts and source passages quickly.
- Support for asking AI chat questions across first-party IR material and trace answers, quotes, metrics, and slides back to the original document or audio source.
Every detail we compared
Every tracked attribute for Koyfin and Quartr, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Quartr, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsAnalysts+2 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | StreamingReal-time |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | MarketBeat |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyWebhooksDocs |
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | MarketBeat |
Export formats | CSVImagePDF | JSONPDF |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Status page |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Citation pinningAI summaries: Transcripts |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Quartr ABCountry: SwedenFounded 2020 |
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“Mobile app” |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | — |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| 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” | Contact sales“Quartr Pro” |
Questions we keep getting
What's the difference between Koyfin and Quartr?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Quartr puts more weight on financials, transcripts, and analyst forecasts. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Quartr cost?
Good news: both Koyfin and Quartr have free plans, so you can run them side by side and only pay if you hit a wall.
Does Koyfin or Quartr have an API?
Quartr has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or Quartr?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Quartr if you'd rather have AI chat and notes & highlights. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Quartr cover?
Both cover stocks. Koyfin also handles ETFs, mutual funds, and closed-end funds.
Do Koyfin and Quartr offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and Quartr?
Koyfin exports to CSV. Quartr is stingier about getting data out.
Can Koyfin or Quartr connect to my broker?
Koyfin syncs with brokers automatically. With Quartr, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Quartr?
Koyfin has a stock screener for surfacing ideas; Quartr doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Quartr?
Koyfin handles portfolio tracking. Quartr 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.