★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Sharesight
Koyfin
Best for screeners and ETF screeners
Free • From $39/mo
Sharesight
Best for risk metrics and performance attribution
Free • Paid plans available
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The verdict
The bottom line
Koyfin and Sharesight cover a lot of the same ground (3 shared categories, portfolio, alerts, and advisor operations), so for the basics you won't go far wrong with either. Koyfin simply does more: 19 categories to Sharesight's 13, including screeners, ETF screeners, and data visualizations. Sharesight counters by being completely free.
Key differences at a glance
- Real-time data
- Koyfin
- Free trial
- Sharesight14 days
- Broader coverage
- Koyfin19 vs 13 categories
- API access
- Sharesight
- Free plan
- Both
Choose
Koyfin if…
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, ETF screeners, and data visualizations, things Sharesight doesn't offer
Choose
Sharesight if…
- You want an API so you can script or automate things
- You care about risk metrics, performance attribution, and downloadable tax reports, things Koyfin doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 18 limits: Free: watchlists: 2, Free: screens: 2 +16 more | 14 limits: Free: portfolios: 1, Free: holdings: 10 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | Interactive Brokers, Trading 212 +4 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +6 more |
Categories covered | 19 | 13 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time and Adjustments: TotalReturn | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 11 signals: Broker sync, Portfolio attribution +9 more |
Security | Data residency: US | 5 signals: SOC2, Data residency: Other +3 more |
| Try it | Visit Koyfin | Visit Sharesight |
Standout features
What Koyfin does best
- Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app.
- Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.
- Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads.
- Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
- Alerts for price/valuation/technical signals and for news/filings/transcripts; notifications on desktop, email, and mobile push.
What Sharesight does best
- Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view.
- Public pricing page says 500,000+ investors track investments with Sharesight.
- Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported.
- Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities.
- Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsFundsBondsCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive InvestorsFinancial AdvisorsRIAs / Wealth FirmsFamily Offices |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | End of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: OAuth2Docs |
Import methods | ManualCSVCustodian | CSVBrokerOAuthManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Interactive BrokersTrading 212Hargreaves LansdownDEGIRORobinhoodXero |
Export formats | ImagePDF | CSVPDF |
| Plans & trust | ||
Security & compliance | Data residency: US | SOC2Data residency: OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Broker syncPortfolio attributionTax lotsMulti-currencyHouseholdingAlternatives supportClient reportingWhite label+3 more |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Sharesight Pty LtdCountry: AustraliaSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +3 more
- financials years: 10
- estimates years: 10
- +4 more
- custom securities: Unlimited
- reports per month: 10
- custodian integrations: 1
- +1 more
- reports per month: 200
- custodian integrations: Multiple
- +1 more
Free
Lower starting price
Plans & pricing
- portfolios: 1
- holdings: 10
- +1 more
- portfolios: 1
- holdings: 30
- +1 more
- portfolios: 4
- holdings: Unlimited
- +1 more
- portfolios: 10
- holdings: Unlimited
- +1 more
- min portfolios: 5
- tiers: 5–19: €13.5; 20–49: €12; 50–99: €10.5; 100+: €9.2 per portfolio/month...
Coverage overlap
Shared categories
3Where the two tools cover the same ground.
Koyfin strengths
16Sharesight strengths
10Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Koyfin and Sharesight?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Sharesight puts more weight on portfolio, risk metrics, and performance attribution. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Sharesight cost?
Good news: both Koyfin and Sharesight have free plans, so you can run them side by side and only pay if you hit a wall.
Does Koyfin or Sharesight have an API?
Sharesight has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or Sharesight?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Sharesight if you'd rather have risk metrics and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Sharesight cover?
Both cover stocks, ETFs, mutual funds, and bonds. Koyfin also handles closed-end funds, currencies, and commodities. Sharesight adds funds, real estate, and other on top.
Does Koyfin or Sharesight have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Sharesight 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 Sharesight?
Sharesight exports to CSV. Koyfin is stingier about getting data out.
Can Koyfin or Sharesight connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Koyfin or Sharesight?
Koyfin has a stock screener for surfacing ideas; Sharesight doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Sharesight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.