★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Smartfin
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You do a lot of your research from your phone
- You care about screeners, ETF screeners, and custom dashboards, things Smartfin doesn't offer
- You've outgrown the basics and want pro-level depth
Pick Smartfin if
Smartfin
Free • From $8.33/mo · Web
- You want the cheaper way in: plans start at $8.33/mo instead of $39/mo
- You care about stock ideas, scores, and checklist, 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 Smartfin cover a lot of the same ground (8 shared categories, including data visualizations, watchlist, and alerts), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Smartfin's 12, including screeners, ETF screeners, and custom dashboards, plus a mobile app. Smartfin counters by starting cheaper at $8.33/mo.
What readers say
Koyfin
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Smartfin
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Key differences at a glance
- Cheaper paid plan
- Smartfin$8.33/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 12 categories
- Mobile app
- Koyfin
- Global coverage
- Koyfin
- Asset coverage
- KoyfinAdds ETFs and mutual funds
- 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 $39/mo | Free • From $8.33/mo |
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 | No |
API access | No | No |
Broker sync | Yes | — |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | Latency: Real-time and End of Day and Granularity: EOD |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | AI summaries: Filings |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Smartfin |
Where each one shines
What Koyfin and Smartfin each do best.ShowHide
Where each one shines
What Koyfin and Smartfin each do best.What Koyfin does best
- Build customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screen 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.
- Use advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Track portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What Smartfin does best
- Read Smartfin company overview and evaluation cards with plain-English positives, negatives, and peer positioning.
- Use sector-adjusted scorecards for value, profit, growth, and financial health with peer rankings.
- Explore visual financial statements with plan-based history: 5 years on Starter, 10 years on Premium, and 30+ years on Pro.
- Track watchlists and real-time alerts with limits that scale from Starter and Premium to larger Pro usage.
- Use the event hub for earnings, SEC filings, transcripts, and a lightweight research checklist for followed tickers.
Every detail we compared
Every tracked attribute for Koyfin and Smartfin, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Smartfin, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USExchanges: XNYS and XNASIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
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 | Image |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | AI summaries: Filings |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | SmartfinSupport: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 3/5UX 4/5 |
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“Starter” |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $8.33/mo“Premium” |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $16.99/mo“Pro” |
| 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 Smartfin?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Smartfin puts more weight on stock ideas, financials, and scores. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Smartfin cost?
Good news: both Koyfin and Smartfin have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Koyfin or Smartfin?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Koyfin or Smartfin on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Smartfin doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or Smartfin?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Smartfin if you'd rather have stock ideas and scores. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Smartfin cover?
Both cover stocks. Koyfin also handles ETFs, mutual funds, and closed-end funds.
Do Koyfin and Smartfin offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Koyfin or Smartfin?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Smartfin is more region-specific, mainly North America.
Can I export data from Koyfin and Smartfin?
Koyfin exports to CSV. Smartfin is stingier about getting data out.
Which has a better stock screener: Koyfin or Smartfin?
Koyfin has a stock screener for surfacing ideas; Smartfin doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Smartfin?
Koyfin handles portfolio tracking. Smartfin is really a research tool; you'd track your portfolio elsewhere.
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.