Tool Comparison
Koyfin vs Smartkarma
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You want ETF screeners, data visualizations, and custom dashboards.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want stock ideas, videos, and newsletters.
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want ETF screeners, data visualizations, and custom dashboards.
Pick Smartkarma if
Smartkarma
Free • Paid plans available · Web · Mobile
- You want stock ideas, videos, and newsletters.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Koyfin and Smartkarma cover a lot of the same ground (6 shared categories, including screeners, watchlist, and news), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Smartkarma's 10, including ETF screeners, data visualizations, and custom dashboards. Smartkarma counters by being completely free.
What readers say
Koyfin
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Key differences at a glance
- Real-time data
- Koyfin
- Broader coverage
- Koyfin20 vs 10 categories
- Broker sync
- Koyfin
- Asset coverage
- KoyfinAdds mutual funds and closed-end funds
- Free plan
- Both
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 Smartkarma does best
- Reading access to independent investment research and analyst commentary from the Smartkarma platform across equities, macro, FX, rates, crypto, and related markets.
- Direct analyst access, real-time alerts, email notifications, and watchlists to follow relevant research as it is published.
- Screening for ideas with SmartScore factors such as Value, Dividend, Growth, Resilience, and Momentum, with filters by country, sector, and market cap.
- The Relative Value tool for HoldCo and share-class pair opportunities, including Actionability, Investability, and z-score diagnostics.
- Monitor FX, rates, macroeconomic calendars, crypto dashboards, market updates, videos, blogs, and newsletters from the broader platform.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $468/yr | Free • Paid plans available |
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 | Yes |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | Bloomberg Terminal |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | Corporate actions: Current |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | Universe builder and Factors: Value, Quality, Momentum, and Growth |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Smartkarma |
Standout features
The best features of Koyfin and Smartkarma.ShowHide
Standout features
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 Smartkarma does best
- Reading access to independent investment research and analyst commentary from the Smartkarma platform across equities, macro, FX, rates, crypto, and related markets.
- Direct analyst access, real-time alerts, email notifications, and watchlists to follow relevant research as it is published.
- Screening for ideas with SmartScore factors such as Value, Dividend, Growth, Resilience, and Momentum, with filters by country, sector, and market cap.
- The Relative Value tool for HoldCo and share-class pair opportunities, including Actionability, Investability, and z-score diagnostics.
- Monitor FX, rates, macroeconomic calendars, crypto dashboards, market updates, videos, blogs, and newsletters from the broader platform.
All details
Every attribute we track for Koyfin and Smartkarma.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsBondsCurrenciesCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| 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 | Bloomberg Terminal |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderFactors: Value, Quality, Momentum, and Growth |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Smartkarma Innovations Pte LtdCountry: Singapore |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Free“Preview Pass” |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | Subscription“Pro Platform” |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | Subscription“Premium & Data Subscriptions” |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | Subscription“Digital IR Platform (Corporate)” |
| Top plan | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | Subscription“Plus Platform (Wealth/Intermediaries)” |
| Custom / enterprise | Contact sales“Teams” | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Koyfin and Smartkarma?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Smartkarma puts more weight on stock ideas, screeners, and watchlist. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Smartkarma cost?
Good news: both Koyfin and Smartkarma have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Koyfin or Smartkarma?
It depends on what you're after. Pick Koyfin if ETF screeners and data visualizations matter to you; go with Smartkarma if you'd rather have stock ideas and videos. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Smartkarma cover?
Both cover stocks, ETFs, bonds, and currencies. Koyfin also handles mutual funds, closed-end funds, and commodities.
Does Koyfin or Smartkarma have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Smartkarma 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 Smartkarma?
Koyfin exports to CSV. Smartkarma is stingier about getting data out.
Can Koyfin or Smartkarma connect to my broker?
Koyfin syncs with brokers automatically. With Smartkarma, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Smartkarma?
Both Koyfin and Smartkarma 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 Smartkarma?
Koyfin handles portfolio tracking. Smartkarma is really a research tool; you'd track your portfolio elsewhere.
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