VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Sunday, December 14, 2025

Tool Comparison

Koyfin vs RetailRoadshow comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Koyfin adds Screeners, ETF Screeners, Data Visualizations, Stock Comparison, Money Flow, Portfolio, Watchlist, Backtesting, News, Alerts, Calendar, Dividends, Splits, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Financials, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts, Education, Blogs, and Custom Dashboards coverage that RetailRoadshow skips.

RetailRoadshow includes IPO, and Secondary Offerings categories that Koyfin omits.

Koyfin ships a mobile app. RetailRoadshow is web/desktop only.

In depth comparison

Koyfin

koyfin.com

Editor’s pick Hands-on review

Multi‑asset web and mobile analytics terminal for global markets. Free plan includes My Portfolios, short financial history and a small number of watchlists/screens/dashboards. Plus unlocks long‑history financials & estimates, ETF holdings, stock/ETF screeners and full news/filings/transcripts. Premium adds advanced My Portfolio analytics, unlimited custom data & formulas and ETF valuation. Advisor Core/Pro add model & client portfolios, mutual fund data & screeners, client proposals/reports and custodian/PMS integrations (with more integrations, short/leveraged models, PDF statement upload and custom report pages on Advisor Pro). No public data API; downloads are limited to non‑fundamental data by vendor licensing.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks.
Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries.
Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace.
Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Company and fund research including financial statement review, dividend and earnings history snapshots, ETF and mutual fund holdings, valuation metrics and percentile ranks, plus analyst estimates, forecasts, ratings and price targets powered by S&P Capital IQ.

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RetailRoadshow

retailroadshow.com

SEC‑compliant portal for viewing ‘retail’ electronic roadshows-video presentations from issuer executives during registered offerings (primarily IPOs; can include other registered follow‑ons). Hosted and operated by NetRoadshow; access typically requires a simple registration and occasionally an entry code supplied by the bank. Prospectus materials are linked alongside the presentation.

Platforms

Web

Pricing

Free

Quick highlights

US SEC‑compliant electronic roadshow platform purpose‑built for individual investors seeking information about registered public offerings.
Streams recorded ‘retail’ versions of roadshow presentations from issuing companies’ management teams.
Listing hub of live/active presentations; availability varies over time (periodically none active).
Simple registration flow to view a specific presentation; some deals may require an entry code distributed by the syndicate.
Prospectus for the offering is accessible on the presentation page and may be printed.

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Where they differ

Koyfin

Distinct strengths include:

Screeners ETF Screeners Data Visualizations Stock Comparison Money Flow Portfolio Watchlist Backtesting

Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks.
Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries.
Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace.
Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.

RetailRoadshow

Distinct strengths include:

IPO Secondary Offerings

US SEC‑compliant electronic roadshow platform purpose‑built for individual investors seeking information about registered public offerings.
Streams recorded ‘retail’ versions of roadshow presentations from issuing companies’ management teams.
Listing hub of live/active presentations; availability varies over time (periodically none active).
Simple registration flow to view a specific presentation; some deals may require an entry code distributed by the syndicate.

Feature-by-feature breakdown

Attribute	Koyfin	RetailRoadshow
Categories Which research workflows each platform targets	Shared: Videos Unique: Screeners, ETF Screeners, Data Visualizations, Stock Comparison, Money Flow, Portfolio, Watchlist, Backtesting, News, Alerts, Calendar, Dividends, Splits, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Financials, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts, Education, Blogs, Custom Dashboards	Shared: Videos Unique: IPO, Secondary Offerings
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos, Futures, Funds	Stocks
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web
Pricing High-level pricing models	Free, Subscription	Free
Key features Core capabilities called out by each vendor	Unique Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks. Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries. Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace. Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation. Company and fund research including financial statement review, dividend and earnings history snapshots, ETF and mutual fund holdings, valuation metrics and percentile ranks, plus analyst estimates, forecasts, ratings and price targets powered by S&P Capital IQ. Portfolio workflows: watchlist‑based portfolio tracking, a dedicated My Portfolio module with multi‑account and lot‑level P&L (including FX‑adjusted returns), model portfolios, client portfolios, portfolio exposure snapshots and dedicated earnings/news feeds tied to holdings.	Unique US SEC‑compliant electronic roadshow platform purpose‑built for individual investors seeking information about registered public offerings. Streams recorded ‘retail’ versions of roadshow presentations from issuing companies’ management teams. Listing hub of live/active presentations; availability varies over time (periodically none active). Simple registration flow to view a specific presentation; some deals may require an entry code distributed by the syndicate. Prospectus for the offering is accessible on the presentation page and may be printed. Backed by NetRoadshow’s capital‑markets infrastructure, compliance program, and 24×7 support.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Koyfin and RetailRoadshow both support?

Both platforms cover Videos workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Koyfin and RetailRoadshow require subscriptions?

Both Koyfin and RetailRoadshow keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Koyfin ships a dedicated mobile experience, while RetailRoadshow focuses on web or desktop access.

What unique strengths set the two platforms apart?

Koyfin differentiates itself with Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., whereas RetailRoadshow stands out for US SEC‑compliant electronic roadshow platform purpose‑built for individual investors seeking information about registered public offerings., Streams recorded ‘retail’ versions of roadshow presentations from issuing companies’ management teams., and Listing hub of live/active presentations; availability varies over time (periodically none active)..

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