VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, December 4, 2025

Tool Comparison

Koyfin vs Simply Wall St comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Koyfin adds ETF Screeners, Dividends, Analyst Recommendations, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Overlap, Short Interest, Calendar, Data Visualizations, Yield Curves, GDP, Interest Rates, Inflation Rates, and Unemployment Rates coverage that Simply Wall St skips.

Simply Wall St includes Stock Ideas, Valuation Models, Scores, Insider Data, Institutional Data, Dividend, and Broker Connectors categories that Koyfin omits.

In depth comparison

Koyfin

koyfin.com

Editor’s pick Hands-on review

Web-first research & portfolio-analytics terminal with global multi-asset coverage, advanced charting, powerful screeners, and advisor-focused model/client portfolio tooling. Strong for fundamental and macro workflows across stocks, ETFs, mutual funds and global yields, with custodian integrations and client-reporting features on advisor tiers. No public data API; data exports are constrained by vendor licenses.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal.
Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts.
Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R².
Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.
Custom Formulas and Custom Data Series to build derived columns in tables and ingest external price series (e.g., private funds, real estate, custom indices) that plug into charts, watchlists, portfolios and exposures.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Simply Wall St

simplywall.st

Editor’s pick Hands-on review

Equity research and portfolio tracker built around visual stock reports and a proprietary “Snowflake” score. Uses S&P Global Market Intelligence data, with end-of-day pricing and intraday fundamentals/ownership refresh. Premium and Unlimited plans add broker linking (Plaid/SnapTrade), daily sync, more reports, and portfolio/screener limits. Unlimited members also get full Excel/CSV/PDF exports.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
Powerful stock screener with advanced filters; save screens and get weekly alerts on matching companies.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Where they differ

Koyfin

Distinct strengths include:

ETF Screeners Dividends Analyst Recommendations Transcripts ETF Overview ETF Performance ETF Holdings ETF Fundamentals

Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal.
Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts.
Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R².
Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.

Simply Wall St

Distinct strengths include:

Stock Ideas Valuation Models Scores Insider Data Institutional Data Dividend Broker Connectors

Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.

Feature-by-feature breakdown

Attribute	Koyfin	Simply Wall St
Categories Which research workflows each platform targets	Shared: Portfolio, Watchlist, Screeners, Financials, Analyst Forecasts, Analyst Price Targets, News, Alerts Unique: ETF Screeners, Dividends, Analyst Recommendations, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Overlap, Short Interest, Calendar, Data Visualizations, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates	Shared: Portfolio, Watchlist, Screeners, Financials, Analyst Forecasts, Analyst Price Targets, News, Alerts Unique: Stock Ideas, Valuation Models, Scores, Insider Data, Institutional Data, Dividend, Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Futures, Commodities, Currencies, Cryptos, Options, Funds	Stocks
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web, Mobile
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal. Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts. Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R². Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners. Custom Formulas and Custom Data Series to build derived columns in tables and ingest external price series (e.g., private funds, real estate, custom indices) that plug into charts, watchlists, portfolios and exposures. My Dashboards & Macro Dashboards to assemble fully customizable workspaces mixing graphs, tables, macro tiles, news, transcripts, portfolios and model portfolios.	Unique Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity. Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends. Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits. Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings. Powerful stock screener with advanced filters; save screens and get weekly alerts on matching companies. Email alerts for earnings, dividends, analyst estimate or price target changes, insider trades, corporate actions, risks, and M&A news.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Highlighted

Frequently Asked Questions

Which workflows do Koyfin and Simply Wall St both support?

Both platforms cover Portfolio, Watchlist, Screeners, Financials, Analyst Forecasts, Analyst Price Targets, News, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Koyfin and Simply Wall St require subscriptions?

Both Koyfin and Simply Wall St keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Koyfin and Simply Wall St?

Both Koyfin and Simply Wall St support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Koyfin differentiates itself with Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal., Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts., and Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R²., whereas Simply Wall St stands out for Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.