VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Koyfin vs Quiver Quantitative
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want ETF screeners, data visualizations, and custom dashboards.
Pick Quiver Quantitative if
Quiver Quantitative
Free • From $25/mo · Web · Mobile · API
- You want the cheaper way in: plans start at $25/mo instead of $39/mo
- You want an API so you can script or automate things
- You want backtesting, US government trades, and institutional ownership.
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 Quiver Quantitative cover a lot of the same ground (6 shared categories, including screeners, watchlist, and news), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Quiver Quantitative's 16, including ETF screeners, data visualizations, and custom dashboards. Quiver Quantitative counters by starting cheaper at $25/mo.
What readers say
Koyfin
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Quiver Quantitative
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Key differences at a glance
- Cheaper paid plan
- Quiver Quantitative$25/mo vs $39/mo
- Free trial
- Quiver Quantitative30 days
- Broader coverage
- Koyfin20 vs 16 categories
- API access
- Quiver Quantitative
- Real-time data
- Koyfin
- Broker sync
- 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 $468/yr | Free • From $25/mo |
Free tier | Yes | Yes |
Free trial | — | 30 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 11 limits: API: Hobbyist (Monthly): commercial use: No, API: Hobbyist (Monthly): datasets: Tier 1 datasets +9 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | Quantbase and Quiver MCP Server |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 16 |
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 | Corporate actions: Current |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | — |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Quiver Quantitative |
Where each one shines
What Koyfin and Quiver Quantitative each do best.ShowHide
Where each one shines
What Koyfin and Quiver Quantitative 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 Quiver Quantitative does best
- Tools for exploring alternative-data dashboards across Congress trading, insider activity, lobbying, government contracts, patents, app ratings, Google Trends, ETF holdings, institutional holdings, and more.
- The Congress Trading dashboard to parse disclosures, track post-trade performance, and compare cumulative returns by politician.
- Research coverage for institutional holdings through 13F dashboards and premium fund-positioning backtests.
- Premium for stock screeners, alerts, backtested strategies, strategy dashboards, Smart Score, Bull-Bear ratings, watchlists, exportable samples, and early access to selected content.
- Monitor politicians, insiders, and institutions through iOS and Android apps with push alerts for notable activity.
Every detail we compared
Every tracked attribute for Koyfin and Quiver Quantitative, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Quiver Quantitative, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeySDKs: Python |
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | QuantbaseQuiver MCP Server |
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 | Not specified |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Quiver Quantitative, Inc.Country: USSupport: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
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“Visitor (Free)” |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $25/mo“Premium (Monthly)” |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $300/yr≈ $25/mo“Premium (Yearly)” |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $300/yr≈ $25/mo“API: Hobbyist (Annual)”commercial use: No · datasets: Tier 1 datasets |
| Tier 4 | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | $30/mo“API: Hobbyist (Monthly)”commercial use: No · datasets: Tier 1 datasets |
| Tier 5 | — | $750/yr≈ $62.50/mo“API: Trader (Annual)”commercial use: No · datasets: Tier 1 and Tier 2 datasets |
| Tier 6 | — | $75/mo“API: Trader (Monthly)”commercial use: No · datasets: Tier 1 and Tier 2 datasets |
| Tier 7 | — | $2189/yr≈ $182.42/mo“API: New Constructs (Annual)”commercial use: No |
| Top plan | — | $199/mo“API: New Constructs (Monthly)”commercial use: No |
| Custom / enterprise | Contact sales“Teams” | Contact sales“API: Commercial”commercial use: Yes |
| Free trial | — | 30 days |
Questions we keep getting
What's the difference between Koyfin and Quiver Quantitative?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Quiver Quantitative puts more weight on screeners, watchlist, and backtesting. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Quiver Quantitative cost?
Good news: both Koyfin and Quiver Quantitative have free plans, so you can run them side by side and only pay if you hit a wall.
Does Koyfin or Quiver Quantitative have an API?
Quiver Quantitative has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or Quiver Quantitative?
It depends on what you're after. Pick Koyfin if ETF screeners and data visualizations matter to you; go with Quiver Quantitative if you'd rather have backtesting and US government trades. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Quiver Quantitative cover?
Both cover stocks, ETFs, and mutual funds. Koyfin also handles closed-end funds, bonds, and currencies.
Does Koyfin or Quiver Quantitative have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Quiver Quantitative 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.
Which covers international markets: Koyfin or Quiver Quantitative?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Quiver Quantitative is more region-specific, mainly North America.
Can I export data from Koyfin and Quiver Quantitative?
Koyfin exports to CSV. Quiver Quantitative is stingier about getting data out.
Can Koyfin or Quiver Quantitative connect to my broker?
Koyfin syncs with brokers automatically. With Quiver Quantitative, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Quiver Quantitative?
Both Koyfin and Quiver Quantitative include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Koyfin or Quiver Quantitative?
Koyfin handles portfolio tracking. Quiver Quantitative 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.