VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Koyfin checked August 23, 2026 · Sharpely checked September 5, 2026
Tool Comparison
Koyfin vs Sharpely
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You care about ETF screeners, custom dashboards, and correlation, things Sharpely doesn't offer
Pick Sharpely if
Sharpely
Free • Contact for pricing · Web · Mobile
- You care about stock comparison, ETF comparison, and quant, 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 Sharpely cover a lot of the same ground (4 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 Sharpely's 9, including ETF screeners, custom dashboards, and correlation. Sharpely counters by being completely free.
What readers say
Koyfin
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Sharpely
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Key differences at a glance
- Real-time data
- Koyfin
- Broader coverage
- Koyfin20 vs 9 categories
- Broker sync
- 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 $468/yr | Free • Contact for pricing |
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 | 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 | Retail Traders, Pro Retail +2 more |
Categories covered | 20 | 9 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | RRG Research |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 8 signals: Custom formulas, Ranking backtests +6 more |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Sharpely |
Where each one shines
What Koyfin and Sharpely each do best.ShowHide
Where each one shines
What Koyfin and Sharpely 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 Sharpely does best
- Use official Relative Rotation Graphs for Indian sectors, indices, stocks, ETFs, and other supported lists.
- The pricing page lists RRG charts under core benefits in every plan, while the public plan response does not list RRG among the Free tier's named features.
- Screen Indian stocks with more than 400 metrics and build rule-based stock, mutual-fund, and ETF strategies.
- Run historical backtests and review factor, valuation, momentum, sector, breadth, and seasonality data.
- Review stocks, mutual funds, ETFs, REITs, InvITs, AIFs, and household portfolios in WealthView.
Every detail we compared
Every tracked attribute for Koyfin and Sharpely, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Sharpely, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailAnalystsQuants/Developers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | APAC |
Coverage details | Identifiers: Ticker | Countries: INExchanges: XNSE and XBOMIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | RRG Research |
| Access & integrations | ||
Import methods | ManualCSVCustodian | Manual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | Excel |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePortfolio attributionPortfolio factor exposureCorrelation |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Mintbox Solutions Pvt. Ltd.Country: INSupport: Email and Forum |
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 | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | INR 599/mo“Pro — monthly” |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | INR 5799/yr“Pro — annual” |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | INR 1299/mo“Black — monthly” |
| Top plan | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | INR 12499/yr“Black — annual” |
| Custom / enterprise | Contact sales“Teams” | Contact sales“Enterprise” |
Questions we keep getting
What's the difference between Koyfin and Sharpely?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Sharpely puts more weight on screeners, data visualizations, and stock comparison. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Sharpely cost?
Good news: both Koyfin and Sharpely have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Koyfin or Sharpely?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with Sharpely if you'd rather have stock comparison and ETF comparison. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Sharpely cover?
Both cover stocks, ETFs, and mutual funds. Koyfin also handles closed-end funds, bonds, and currencies. Sharpely adds real estate and other on top.
Does Koyfin or Sharpely have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Sharpely 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 Sharpely?
Yes, both export to spreadsheets (Koyfin: CSV; Sharpely: Excel), which is handy if you like running your own numbers.
Can Koyfin or Sharpely connect to my broker?
Koyfin syncs with brokers automatically. With Sharpely, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Sharpely?
Both Koyfin and Sharpely 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 Sharpely?
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.