★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Simply Wall St
Koyfin
Best for ETF screeners and custom dashboards
Free • From $39/mo
Simply Wall St
Best for stock ideas and valuation models
Free • Paid plans available
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The verdict
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.
Choose
Koyfin if…
- 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
Choose
Simply Wall St if…
- 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
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 18 limits: Free: watchlists: 2, Free: screens: 2 +16 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 | 19 | 19 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, 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 | S&P Global Market Intelligence |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 6 signals: Universe builder, Broker sync +4 more |
Security | Data residency: US | Encryption in transit |
| Try it | Visit Koyfin | Visit Simply Wall St |
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 Simply Wall St does best
- Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model.
- Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs.
- Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.).
- Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
- Built‑in news and “Global Market Insights” articles, plus important updates (earnings, price moves, new risks) and weekly market insights emails for holdings and watchlists.
Data & access details
| 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-time | 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 | ImagePDF | ExcelPDF |
| Plans & trust | ||
Security & compliance | Data residency: US | 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.
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
- company reports per month: 5
- portfolios: 1
- +3 more
- company reports per month: 30
- portfolios: 3
- +2 more
- company reports per month: Unlimited
- portfolios: 5
- +2 more
Coverage overlap
Shared categories
7Where the two tools cover the same ground.
Koyfin strengths
12Simply Wall St strengths
12Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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?
Simply Wall St exports to Excel. Koyfin is stingier about getting data out.
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.
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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.