★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Quicken (Simplifi & Classic)
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You care about screeners, ETF screeners, and data visualizations, things Quicken (Simplifi & Classic) doesn't offer
- You've outgrown the basics and want pro-level depth
Pick Quicken (Simplifi & Classic) if
Quicken (Simplifi & Classic)
Subscription · Desktop · Web · Mobile
- You care about tax lots / lot optimization, capital gains estimator, and downloadable tax reports, 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 Quicken (Simplifi & Classic) cover a lot of the same ground (5 shared categories, including portfolio, watchlist, and news), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Quicken (Simplifi & Classic)'s 9, including screeners, ETF screeners, and data visualizations. Quicken (Simplifi & Classic) counters by keeping things simpler.
What readers say
Koyfin
Vote once to reveal the community verdict.
Quicken (Simplifi & Classic)
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Key differences at a glance
- Free plan
- Koyfin
- Broader coverage
- Koyfin20 vs 9 categories
- Desktop app
- Quicken (Simplifi & Classic)
- Global coverage
- Koyfin
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 | Subscription |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | Quicken Business & Personal: businesses: 10 |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | TurboTax |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders and Long-term Investors |
Categories covered | 20 | 9 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 4 signals: Broker sync, Tax lots +2 more |
Security | 4 signals: SOC2, Data residency: US +2 more | Encryption at rest and Encryption in transit |
| Try it | Visit Koyfin | Visit Quicken (Simplifi & Classic) |
Where each one shines
What Koyfin and Quicken (Simplifi & Classic) each do best.ShowHide
Where each one shines
What Koyfin and Quicken (Simplifi & Classic) 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 Quicken (Simplifi & Classic) does best
- Aggregate investment, retirement, brokerage, bank, credit, loan, and other household accounts across supported financial institutions.
- Simplifi on web and mobile for investment dashboards with holdings, balances, IRR, TWR, real-time prices, and a news feed based on owned securities.
- Quicken Classic desktop for deeper investment views, including performance, realized gains, asset-class grouping, account grouping, and historical snapshots.
- Tools for running Portfolio Analyzer in Classic for average annual return, asset allocation, standard-deviation-based risk, largest holdings, account concentration, and tax-implication summaries.
- Portfolio X-Ray in Classic to look through mutual funds, ETFs, and equity funds and understand underlying stock exposure.
Every detail we compared
Every tracked attribute for Koyfin and Quicken (Simplifi & Classic), side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Quicken (Simplifi & Classic), side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsBondsCryptosFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersLong-term Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | Manual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | TurboTax |
Export formats | CSVImagePDF | CSVExcel |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Encryption at restEncryption in transit |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Broker syncTax lotsMulti-currencyCost basis: FIFO and LIFO |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Quicken Inc.Country: USFounded 1983Support: Chat, Phone, and Forum |
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 | — |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | Subscription“Quicken Simplifi” |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | Subscription“Quicken Business & Personal”businesses: 10 |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | Subscription“Quicken Classic Deluxe” |
| Tier 4 | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | Subscription“Quicken Classic Premier” |
| Tier 5 | — | Subscription“Quicken Classic Family Enterprise” |
| Top plan | — | Subscription“Quicken Classic Business & Personal” |
| Custom / enterprise | Contact sales“Teams” | — |
Questions we keep getting
What's the difference between Koyfin and Quicken (Simplifi & Classic)?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Quicken (Simplifi & Classic) puts more weight on portfolio, watchlist, and tax lots / lot optimization. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or Quicken (Simplifi & Classic) free to use?
Koyfin has a free tier, so you can get started without paying anything. Quicken (Simplifi & Classic) is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Which is better for beginners: Koyfin or Quicken (Simplifi & Classic)?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Should I choose Koyfin or Quicken (Simplifi & Classic)?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Quicken (Simplifi & Classic) if you'd rather have tax lots / lot optimization and capital gains estimator. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Quicken (Simplifi & Classic) cover?
Both cover stocks, ETFs, mutual funds, and bonds. Koyfin also handles closed-end funds, currencies, and commodities. Quicken (Simplifi & Classic) adds funds on top.
Do Koyfin and Quicken (Simplifi & Classic) offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Koyfin or Quicken (Simplifi & Classic)?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Quicken (Simplifi & Classic) is more region-specific, mainly North America.
Can I export data from Koyfin and Quicken (Simplifi & Classic)?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or Quicken (Simplifi & Classic) connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Koyfin or Quicken (Simplifi & Classic)?
Koyfin has a stock screener for surfacing ideas; Quicken (Simplifi & Classic) doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Quicken (Simplifi & Classic)?
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.