Tool Comparison
Koyfin vs Quartr
- Paid from
- $468/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want screeners, ETF screeners, and data visualizations.
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want an API so you can script or automate things
- You want AI chat, notes & highlights, and shared workspaces.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Koyfin if
Koyfin
Free • From $468/yr, billed annually · Web · Mobile
- You want screeners, ETF screeners, and data visualizations.
Pick Quartr if
Quartr
Free • Contact for pricing · Web · Mobile · API
- You want an API so you can script or automate things
- You want AI chat, notes & highlights, and shared workspaces.
- 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.
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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 keeping things simpler.
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Koyfin
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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
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.
- Monitor 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.
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, billed annually | 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 |
Standout features
The best features of Koyfin and Quartr.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 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.
- Monitor 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.
All details
Every attribute we track for Koyfin and Quartr.ShowHide
All details
| 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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Free“Mobile app” |
| Entry paid plan | $468/yrBilled annually≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | — |
| Tier 2 | $948/yrBilled annually≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| Tier 3 | $2508/yrBilled annually≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yrBilled annually≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | Contact sales“Quartr Pro” |
Alternatives
Free alternatives
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.
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