★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: SMARTBROKER+ checked July 17, 2026
Tool Comparison
Koyfin vs SMARTBROKER+
Start here
Koyfin
Free • From $39/mo · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, ETF screeners, and data visualizations, things SMARTBROKER+ doesn't offer
Pick SMARTBROKER+ instead if
SMARTBROKER+
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile
- You care about brokerage and downloadable tax reports, 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 SMARTBROKER+ cover a lot of the same ground (2 shared categories, portfolio and watchlist), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to SMARTBROKER+'s 4, including screeners, ETF screeners, and data visualizations. SMARTBROKER+ counters by keeping things simpler.
What readers say
Koyfin
Vote once to reveal the community verdict.
SMARTBROKER+
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Key differences at a glance
- Free plan
- Koyfin
- Broader coverage
- Koyfin20 vs 4 categories
- Real-time data
- Koyfin
- Asset coverage
- KoyfinAdds closed-end funds and currencies
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 | Transaction-priced · Fees vary by offer and jurisdiction |
Free tier | Yes | No |
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 | — |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 4 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | Europe |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | — |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | — |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit SMARTBROKER+ |
Where each one shines
What Koyfin and SMARTBROKER+ each do best.ShowHide
Where each one shines
What Koyfin and SMARTBROKER+ 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 SMARTBROKER+ does best
- Stocks, ETFs, ETCs, funds, bonds and exchange-traded derivatives across German and international venues.
- Conditional €0 gettex execution from €500 and €1 execution below that threshold.
- Fee-free eligible stock, ETF, ETC, fund and crypto-ETP savings-plan execution from €1.
- Free securities custody, settlement account and optional foreign-currency accounts.
- Web and mobile access with watchlists, price alerts and portfolio views.
Every detail we compared
Every tracked attribute for Koyfin and SMARTBROKER+, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and SMARTBROKER+, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsBonds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Europe |
Coverage details | Identifiers: Ticker | 9 countriesIdentifiers: Ticker and ISIN |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | CSVPDF |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Not specified |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Smartbroker AGCountry: GermanySupport: Phone and 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 | — |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | — |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| 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 SMARTBROKER+?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while SMARTBROKER+ puts more weight on brokerage, portfolio, and watchlist. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or SMARTBROKER+ free to use?
Koyfin has a free tier, so you can get started without paying anything. SMARTBROKER+ is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Should I choose Koyfin or SMARTBROKER+?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with SMARTBROKER+ if you'd rather have brokerage and downloadable tax reports. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and SMARTBROKER+ cover?
Both cover stocks, ETFs, mutual funds, and bonds. Koyfin also handles closed-end funds, currencies, and commodities.
Does Koyfin or SMARTBROKER+ have real-time data?
Koyfin offers real-time data, which matters if you trade actively. SMARTBROKER+ 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 SMARTBROKER+?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Koyfin or SMARTBROKER+?
Koyfin has a stock screener for surfacing ideas; SMARTBROKER+ doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or SMARTBROKER+?
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.