★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Scalable Capital checked July 16, 2026
Tool Comparison
Koyfin vs Scalable Capital
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, ETF screeners, and data visualizations, things Scalable Capital doesn't offer
Pick Scalable Capital if
Scalable Capital
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile
- You care about brokerage, wealth management, 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 and Scalable Capital cover a lot of the same ground (2 shared categories, portfolio and watchlist), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Scalable Capital's 5, including screeners, ETF screeners, and data visualizations. Scalable Capital counters by keeping things simpler.
What readers say
Koyfin
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Scalable Capital
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Key differences at a glance
- Free plan
- Koyfin
- Broader coverage
- Koyfin20 vs 5 categories
- Real-time data
- Koyfin
- Broker sync
- Koyfin
- Asset coverage
- KoyfinAdds closed-end funds and currencies
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 | Transaction-priced · Fees vary by offer and jurisdiction |
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 | Yes |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 5 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | Europe |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | Timezone: Europe/Berlin |
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 | Status page |
| Try it | Visit Koyfin | Visit Scalable Capital |
Where each one shines
What Koyfin and Scalable Capital each do best.ShowHide
Where each one shines
What Koyfin and Scalable Capital 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 Scalable Capital does best
- Stock and ETF trading through supported European venues, with FREE and PRIME+ plans using different fee rules and order-size assumptions.
- Free savings plans, including small recurring investments where supported.
- PRIME+ offers flat broker pricing for eligible trades instead of a fee per order on the FREE plan.
- Supported stocks, ETFs, mutual funds, bonds, derivatives, and crypto ETPs from a web or mobile brokerage workflow.
- Scalable Wealth runs automated ETF-based portfolios, with management fees that step down at higher account sizes.
Every detail we compared
Every tracked attribute for Koyfin and Scalable Capital, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Scalable Capital, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsBonds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Europe |
Coverage details | Identifiers: Ticker | 6 countriesExchanges: XETR, XMUN, and European Investor ExchangeIdentifiers: 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 | ||
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | CSVPDF |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Status page |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Not specified |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Scalable Capital GmbHCountry: GermanyFounded 2014Support: 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 |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | Subscription“PRIME+ Broker” |
| 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 Scalable Capital?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Scalable Capital puts more weight on brokerage, wealth management, and portfolio. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or Scalable Capital free to use?
Koyfin has a free tier, so you can get started without paying anything. Scalable Capital is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Should I choose Koyfin or Scalable Capital?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Scalable Capital if you'd rather have brokerage and wealth management. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Scalable Capital cover?
Both cover stocks, ETFs, mutual funds, and bonds. Koyfin also handles closed-end funds, currencies, and commodities.
Does Koyfin or Scalable Capital have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Scalable Capital 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 Scalable Capital?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or Scalable Capital connect to my broker?
Koyfin syncs with brokers automatically. With Scalable Capital, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Scalable Capital?
Koyfin has a stock screener for surfacing ideas; Scalable Capital doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Scalable Capital?
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.