★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs SEDAR+ (CSA Public Filings - Canada)
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You do a lot of your research from your phone
- You care about screeners, ETF screeners, and data visualizations, things SEDAR+ (CSA Public Filings - Canada) doesn't offer
Pick SEDAR+ (CSA Public Filings - Canada) if
SEDAR+ (CSA Public Filings - Canada)
Free · Web
- You care about regulatory filings monitoring, IPO, and corporate actions & special situations, 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 SEDAR+ (CSA Public Filings - Canada) cover a lot of the same ground (2 shared categories, news and alerts), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to SEDAR+ (CSA Public Filings - Canada)'s 7, including screeners, ETF screeners, and data visualizations, plus a mobile app. SEDAR+ (CSA Public Filings - Canada) counters by being completely free.
What readers say
Koyfin
Vote once to reveal the community verdict.
SEDAR+ (CSA Public Filings - Canada)
Vote once to reveal the community verdict.
Key differences at a glance
- Mobile app
- Koyfin
- Broader coverage
- Koyfin20 vs 7 categories
- Broker sync
- Koyfin
- Global coverage
- 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 |
Free tier | Yes | Yes |
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 | 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 | 7 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 3 signals: Latency: Real-time and End of Day, Corporate actions: PointInTime +1 more |
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 | Data residency: Other and Status page |
| Try it | Visit Koyfin | Visit SEDAR+ (CSA Public Filings - Canada) |
Where each one shines
What Koyfin and SEDAR+ (CSA Public Filings - Canada) each do best.ShowHide
Where each one shines
What Koyfin and SEDAR+ (CSA Public Filings - Canada) 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 SEDAR+ (CSA Public Filings - Canada) does best
- Search tools across official Canadian issuer, investment fund, and fund-group profiles directly from the CSA public filings system.
- Discovery tools for disclosure documents such as financial statements, MD&A, prospectuses, material change reports, and other public filings.
- Advanced filters for profile name or number, filing category, filing type, submitted date range, and document-content full-text search.
- Download support for individual filings as PDFs and export document-search result sets to CSV for offline review or research logs.
- CSA-maintained lists such as Reporting Issuers, Cease Trade Orders, and the Disciplined List require verification before relying on a Canadian issuer.
Every detail we compared
Every tracked attribute for Koyfin and SEDAR+ (CSA Public Filings - Canada), side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and SEDAR+ (CSA Public Filings - Canada), side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsClosed-End FundsBondsFundsReal Estate |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: CA4 exchanges |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
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 | Data residency: OtherStatus page |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Not specified |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Canadian Securities Administrators (CSA)Country: CAFounded 2003Support: Email and Phone |
Curation ratings | Not specified | Methodology 5/5Reliability 4/5UX 3/5 |
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 | — |
| 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 SEDAR+ (CSA Public Filings - Canada)?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while SEDAR+ (CSA Public Filings - Canada) puts more weight on regulatory filings monitoring, IPO, and corporate actions & special situations. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and SEDAR+ (CSA Public Filings - Canada) cost?
Good news: both Koyfin and SEDAR+ (CSA Public Filings - Canada) have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or SEDAR+ (CSA Public Filings - Canada) on my phone?
Koyfin lists a dedicated mobile app, so it travels better. SEDAR+ (CSA Public Filings - Canada) doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or SEDAR+ (CSA Public Filings - Canada)?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with SEDAR+ (CSA Public Filings - Canada) if you'd rather have regulatory filings monitoring and IPO. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and SEDAR+ (CSA Public Filings - Canada) cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. Koyfin also handles currencies, commodities, and futures. SEDAR+ (CSA Public Filings - Canada) adds funds and real estate on top.
Do Koyfin and SEDAR+ (CSA Public Filings - Canada) offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Koyfin or SEDAR+ (CSA Public Filings - Canada)?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. SEDAR+ (CSA Public Filings - Canada) is more region-specific, mainly North America.
Can I export data from Koyfin and SEDAR+ (CSA Public Filings - Canada)?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or SEDAR+ (CSA Public Filings - Canada) connect to my broker?
Koyfin syncs with brokers automatically. With SEDAR+ (CSA Public Filings - Canada), you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or SEDAR+ (CSA Public Filings - Canada)?
Koyfin has a stock screener for surfacing ideas; SEDAR+ (CSA Public Filings - Canada) doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or SEDAR+ (CSA Public Filings - Canada)?
Koyfin handles portfolio tracking. SEDAR+ (CSA Public Filings - Canada) is really a research tool; you'd track your portfolio elsewhere.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.