Tool Comparison
Koyfin vs Scalable Capital
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want screeners, ETF screeners, and data visualizations.
- Paid from
- —
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You want brokerage, wealth management, and downloadable tax reports.
Pick Koyfin if
Koyfin
Free • From $468/yr · 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 want screeners, ETF screeners, and data visualizations.
Pick Scalable Capital if
Scalable Capital
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile
- You want brokerage, wealth management, and downloadable tax reports.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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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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
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+ charges €0 for eligible European Investor Exchange orders of at least €250; Xetra and gettex orders cost €1.99 on both plans.
- 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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $468/yr | 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 | 5 limits: FREE: european investor exchange order from250 eur: 0.99, FREE: prime etf purchase on eix from250 eur: 0 +3 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | Scalable CLI and Scalable MCP |
| 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 |
Standout features
The best features of Koyfin and Scalable Capital.ShowHide
Standout features
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+ charges €0 for eligible European Investor Exchange orders of at least €250; Xetra and gettex orders cost €1.99 on both plans.
- 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.
All details
Every attribute we track for Koyfin and Scalable Capital.ShowHide
All details
| 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 | Scalable CLIScalable MCP |
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.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Freeeuropean investor exchange order from250 eur: 0.99 · prime etf purchase on eix from250 eur: 0 · +1 more |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | €4.99/mo“PRIME+ Broker”european investor exchange order from250 eur: 0 · xetra and gettex order eur: 1.99 |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
Alternatives
Free alternatives
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.
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