★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Simply Wall St
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You care about ETF screeners, custom dashboards, and correlation, things Simply Wall St doesn't offer
Pick Simply Wall St if
Simply Wall St
Free • Paid plans available · Web · Mobile
- You care about stock ideas, valuation models, and dividends, things Koyfin doesn't offer
- 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.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Koyfin and Simply Wall St 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. The real difference is focus: only Koyfin gives you ETF screeners and custom dashboards, and only Simply Wall St gives you stock ideas and valuation models.
What readers say
Koyfin
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Simply Wall St
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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 • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 13 limits: Free: company reports per month: 5, Free: portfolios: 1 +11 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | Plaid, SnapTrade +6 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Long-term Investors +3 more |
Categories covered | 20 | 19 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day 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 | S&P Global Market Intelligence |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 6 signals: Universe builder, Broker sync +4 more |
Security | 4 signals: SOC2, Data residency: US +2 more | Encryption in transit |
| Try it | Visit Koyfin | Visit Simply Wall St |
Where each one shines
What Koyfin and Simply Wall St each do best.ShowHide
Where each one shines
What Koyfin and Simply Wall St 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 Simply Wall St does best
- Research coverage for global stocks through visual company reports that summarize valuation, future growth, past performance, financial health, and dividends.
- The Snowflake report format to move from a high-level visual score into detailed sections, methodology notes, financials, risks, and supporting data.
- Discovery tools for ideas through curated themes such as undervalued companies, dividend stocks, insider buying, sectors, industries, and thematic lists.
- The stock screener to filter by market, industry, value, growth, income, risk, and other fundamental metrics, with saved screeners and alerts on paid plans.
- Tracking portfolios with visual dashboards, portfolio Snowflake views, performance versus market, diversification, sector and region exposure, and holding-level fundamentals.
Every detail we compared
Every tracked attribute for Koyfin and Simply Wall St, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Simply Wall St, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsFunds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | Vendor |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | S&P Global Market Intelligence |
| Access & integrations | ||
Import methods | ManualCSVCustodian | BrokerOAuthCSVManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | PlaidSnapTradeRobinhoodFidelityInteractive BrokersCharles SchwabE*TRADEVanguard |
Export formats | CSVImagePDF | ExcelPDF |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Encryption in transit |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderBroker syncPortfolio attributionTax lotsMulti-currencyCost basis: FIFO |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Simply Wall Street Pty LtdCountry: AustraliaFounded 2014Support: Email |
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 | Freecompany reports per month: 5 · portfolios: 1 · +3 more |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | Subscription“Premium”company reports per month: 30 · portfolios: 3 · +2 more |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | Subscription“Unlimited”company reports per month: Unlimited · portfolios: 5 · +2 more |
| 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 Simply Wall St?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Simply Wall St puts more weight on stock ideas, screeners, and data visualizations. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Simply Wall St cost?
Good news: both Koyfin and Simply Wall St have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Koyfin or Simply Wall St?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with Simply Wall St if you'd rather have stock ideas and valuation models. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Simply Wall St cover?
Both cover stocks and ETFs. Koyfin also handles mutual funds, closed-end funds, and bonds. Simply Wall St adds funds on top.
Does Koyfin or Simply Wall St have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Simply Wall St 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 Simply Wall St?
Yes, both export to spreadsheets (Koyfin: CSV; Simply Wall St: Excel), which is handy if you like running your own numbers.
Can Koyfin or Simply Wall St 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 Simply Wall St?
Both Koyfin and Simply Wall St 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 Simply Wall St?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.