Tool Comparison
Koyfin vs ShareScope
- Paid from
- $468/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want ETF screeners, custom dashboards, and correlation.
- Paid from
- —
- Free plan
- No
- Platforms
- Web, Desktop, Mobile
Best if
- You're a long-term investor who cares more about fundamentals than headlines
Start here
Koyfin
Free • From $468/yr, billed annually · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want ETF screeners, custom dashboards, and correlation.
Pick ShareScope instead if
ShareScope
Subscription · Web · Desktop · Mobile
- You're a long-term investor who cares more about fundamentals than headlines
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 ShareScope cover a lot of the same ground (7 shared categories, including screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to ShareScope's 7, including ETF screeners, custom dashboards, and correlation. ShareScope counters by keeping things simpler.
What readers say
Koyfin
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ShareScope
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Key differences at a glance
- Free plan
- Koyfin
- Broader coverage
- Koyfin20 vs 7 categories
- Desktop app
- ShareScope
- Asset coverage
- KoyfinAdds futures
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 ShareScope does best
- Stock and fund screening using fundamental, technical, market, and portfolio criteria.
- Single-page summaries, financial charts, valuation and quality views, and customizable research workspaces.
- Unlimited portfolios with transaction costs, dividends, benchmarks, performance charts, and fund look-through analysis.
- Live news and alerts, while standard security prices are delayed by 15 minutes.
- ShareScope Pro access to real-time London Stock Exchange Level 2 views.
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, billed annually | Subscription |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | — |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +3 more |
Categories covered | 20 | 7 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | Europe, North America |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | Latency: 15-min Delayed and Real-time |
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 | — |
| Try it | Visit Koyfin | Visit ShareScope |
Standout features
The best features of Koyfin and ShareScope.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 ShareScope does best
- Stock and fund screening using fundamental, technical, market, and portfolio criteria.
- Single-page summaries, financial charts, valuation and quality views, and customizable research workspaces.
- Unlimited portfolios with transaction costs, dividends, benchmarks, performance charts, and fund look-through analysis.
- Live news and alerts, while standard security prices are delayed by 15 minutes.
- ShareScope Pro access to real-time London Stock Exchange Level 2 views.
All details
Every attribute we track for Koyfin and ShareScope.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsClosed-End FundsBondsCommoditiesCurrenciesCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue InvestorsSwing Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | EuropeNorth America |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | 15-min DelayedReal-time |
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 | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Not specified |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Ionic Information LtdCountry: GBSupport: Email and Phone |
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 | — |
| Entry paid plan | $468/yrBilled annually≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | £36/moBilled monthly“Monthly subscription” |
| Tier 2 | $948/yrBilled annually≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | £393/yrBilled annually“Annual subscription” |
| Tier 3 | $2508/yrBilled annually≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | £84/moBilled monthly“ShareScope Pro monthly” |
| Top plan | $3588/yrBilled annually≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | £909/yrBilled annually“ShareScope Pro annual” |
| Custom / enterprise | Contact sales“Teams” | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Koyfin and ShareScope?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while ShareScope puts more weight on screeners, portfolio, and watchlist. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or ShareScope free to use?
Koyfin has a free tier, so you can get started without paying anything. ShareScope 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 ShareScope?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with ShareScope if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and ShareScope cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. Koyfin also handles futures.
Do Koyfin and ShareScope offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and ShareScope?
Koyfin exports to CSV. ShareScope is stingier about getting data out.
Which has a better stock screener: Koyfin or ShareScope?
Both Koyfin and ShareScope include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Koyfin or ShareScope?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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