VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 30, 2026
Tool Comparison
Koyfin vs Quicken (Simplifi & Classic) comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Koyfin
koyfin.com
Quicken (Simplifi & Classic)
quicken.com
At a glance
| Koyfin | Quicken (Simplifi & Classic) | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | $39/mo | — |
| Enterprise option | ||
| Available plans | Free, Plus, Premium, Advisor Core, Advisor Pro, Teams | Quicken Simplifi, Quicken Classic Deluxe, Quicken Classic Premier, Quicken Classic Business & Personal |
Vote sentiment comparison
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Platform details
| Attribute | Koyfin | Quicken (Simplifi & Classic) |
|---|---|---|
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFuturesCryptos | StocksETFsMutual FundsBondsCryptosFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Data freshness | Real-time | Real-timeEnd of Day |
API access | Not specified | Not specified |
Export formats | ImagePDF | CSVExcel |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Koyfin only.
Categories covered by Quicken (Simplifi & Classic) only.
Frequently Asked Questions
What's the difference between Koyfin and Quicken (Simplifi & Classic)?
Koyfin focuses on Screeners, ETF Screeners, and Data Visualizations while Quicken (Simplifi & Classic) specializes in Portfolio, Watchlist, and Tax Lots / Lot Optimization. They overlap in 5 categories, so choose based on your preferred workflow and pricing.
Is Koyfin or Quicken (Simplifi & Classic) free to use?
Koyfin offers a free tier that lets you get started without paying, while Quicken (Simplifi & Classic) requires a subscription. If budget is a concern, start with Koyfin and upgrade later if you need more advanced features.
Which is better for beginners—Koyfin or Quicken (Simplifi & Classic)?
Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.
Should I choose Koyfin or Quicken (Simplifi & Classic)?
Choose Koyfin if you need Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., and Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.. Go with Quicken (Simplifi & Classic) if Aggregates virtually all major investment account types (401(k), IRAs, brokerage, 403(b), other retirement accounts, and taxable brokerage) from 14,000+ financial institutions into a single portfolio view showing holdings, balances, performance, and retirement savings across all accounts (Simplifi & Classic)., and Simplifi investments dashboard calculates both Time-Weighted Return (TWR) and Internal Rate of Return (IRR) across accounts, updates values with real-time market prices, and provides a curated news feed based on your specific holdings. better fits how you invest.
What asset classes do Koyfin and Quicken (Simplifi & Classic) cover?
Both cover Stocks, ETFs, Mutual Funds, Bonds, and Cryptos. Koyfin also includes Closed-End Funds, Currencies, Commodities, and Futures. Quicken (Simplifi & Classic) adds coverage for Funds.
Do Koyfin and Quicken (Simplifi & Classic) offer real-time data?
Yes, both platforms provide real-time market data. This makes either suitable for active trading strategies where timing matters.
Can I export data from Koyfin and Quicken (Simplifi & Classic)?
Quicken (Simplifi & Classic) supports data exports to CSV, and Excel. Koyfin has more limited export options.
Can Koyfin or Quicken (Simplifi & Classic) connect to my broker?
Koyfin connects with brokers for portfolio syncing. Quicken (Simplifi & Classic) requires manual portfolio entry or data import.
Which has a better stock screener—Koyfin or Quicken (Simplifi & Classic)?
Koyfin includes a stock screener for finding investment ideas. Quicken (Simplifi & Classic) focuses on other analytical tools.
Can I track my portfolio with Koyfin or Quicken (Simplifi & Classic)?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.