★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: rotki checked July 18, 2026
Tool Comparison
Koyfin vs rotki
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, ETF screeners, and data visualizations, things rotki doesn't offer
- You're newer to investing and want something approachable
Pick rotki if
rotki
Free • Paid plans available · Desktop · Mobile
- You care about on-chain analytics, wallet / address monitoring, and downloadable tax reports, 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 simply does more: 20 categories to rotki's 5, including screeners, ETF screeners, and data visualizations. rotki counters by being completely free. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
What readers say
Koyfin
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rotki
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Key differences at a glance
- Real-time data
- Koyfin
- Broader coverage
- Koyfin20 vs 5 categories
- Desktop app
- rotki
- Broker sync
- Koyfin
- Beginner friendly
- Koyfin
- Free plan
- Both
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 | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | — |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | Centralized exchanges, EVM networks +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +1 more |
Categories covered | 20 | 5 |
Regions | 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 | — |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | DEX data and Wallet tracking |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit rotki |
Where each one shines
What Koyfin and rotki each do best.ShowHide
Where each one shines
What Koyfin and rotki 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 rotki does best
- Local encrypted storage for portfolio, exchange, wallet, DeFi, and accounting data.
- Read-only exchange API connections, blockchain accounts, RPC endpoints, and CSV imports.
- Readable transaction decoding, history events, asset and liability views, and net-worth tracking.
- Configurable profit-and-loss accounting and tax-report exports for supported activity.
- Free AGPLv3 desktop application with optional Premium limits, analytics, encrypted sync, and data enrichment.
Every detail we compared
Every tracked attribute for Koyfin and rotki, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and rotki, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | CryptosCurrenciesOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailQuants/Developers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | CSVManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Centralized exchangesEVM networksBitcoin accountsGnosis PayMoneriumDocker |
Export formats | CSVImagePDF | CSV |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | DEX dataWallet tracking |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Rotki Solutions GmbHCountry: DESupport: Email 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 | Free“Free local tier” |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | Subscription“Premium” |
| 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 rotki?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while rotki puts more weight on portfolio, on-chain analytics, and wallet / address monitoring. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and rotki cost?
Good news: both Koyfin and rotki have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Koyfin or rotki?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose Koyfin or rotki?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with rotki if you'd rather have on-chain analytics and wallet / address monitoring. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and rotki cover?
Both cover currencies and cryptos. Koyfin also handles stocks, ETFs, and mutual funds. rotki adds other on top.
Does Koyfin or rotki have real-time data?
Koyfin offers real-time data, which matters if you trade actively. rotki 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.
Can I export data from Koyfin and rotki?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or rotki connect to my broker?
Koyfin syncs with brokers automatically. With rotki, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or rotki?
Koyfin has a stock screener for surfacing ideas; rotki doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or rotki?
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.