★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Reflexivity
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
- You care about ETF screeners, data visualizations, and custom dashboards, things Reflexivity doesn't offer
Pick Reflexivity if
Reflexivity
Subscription · Web · API
- You want an API so you can script or automate things
- You care about quant, performance attribution, and scenario & stress tests, things Koyfin doesn't offer
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 Reflexivity cover a lot of the same ground (6 shared categories, including screeners, portfolio, and news), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Reflexivity's 12, including ETF screeners, data visualizations, and custom dashboards, plus a mobile app. Reflexivity counters by keeping things simpler.
What readers say
Koyfin
Vote once to reveal the community verdict.
Reflexivity
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Koyfin
- Broader coverage
- Koyfin20 vs 12 categories
- Mobile app
- Koyfin
- API access
- Reflexivity
- Broker sync
- Koyfin
- Asset coverage
- KoyfinAdds mutual funds and closed-end funds
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 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | Yes |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 12 |
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: Real-time and End of Day and Granularity: EOD |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 5 signals: Universe builder, Stress tests: Rates, FX, and EquityCrash +3 more |
Security | 4 signals: SOC2, Data residency: US +2 more | SOC2 |
| Try it | Visit Koyfin | Visit Reflexivity |
Where each one shines
What Koyfin and Reflexivity each do best.ShowHide
Where each one shines
What Koyfin and Reflexivity 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 Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search tools across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitoring portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
Every detail we compared
Every tracked attribute for Koyfin and Reflexivity, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Reflexivity, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsBondsCommoditiesCurrencies |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: 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 | CSVManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | Excel |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | SOC2 |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderStress tests: Rates, FX, and EquityCrashPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Knabble, Inc. (dba Reflexivity)Country: United StatesSupport: Email |
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 | — |
| 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” | — |
Questions we keep getting
What's the difference between Koyfin and Reflexivity?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Reflexivity puts more weight on screeners, quant, and performance attribution. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or Reflexivity free to use?
Koyfin has a free tier, so you can get started without paying anything. Reflexivity 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 Reflexivity?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Koyfin or Reflexivity on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Reflexivity doesn't list a dedicated mobile app; its documented access is web and API.
Does Koyfin or Reflexivity have an API?
Reflexivity has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or Reflexivity?
It depends on what you're after. Pick Koyfin if ETF screeners and data visualizations matter to you; go with Reflexivity if you'd rather have quant and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Reflexivity cover?
Both cover stocks, ETFs, bonds, and currencies. Koyfin also handles mutual funds, closed-end funds, and futures.
Do Koyfin and Reflexivity offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and Reflexivity?
Yes, both export to spreadsheets (Koyfin: CSV; Reflexivity: Excel), which is handy if you like running your own numbers.
Can Koyfin or Reflexivity connect to my broker?
Koyfin syncs with brokers automatically. With Reflexivity, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Reflexivity?
Both Koyfin and Reflexivity 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 Reflexivity?
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.