Koyfin adds ETF Screeners, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Overlap, Short Interest, Alerts, Data Visualizations, Yield Curves, GDP, Interest Rates, Inflation Rates, and Unemployment Rates coverage that Snowball Analytics skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, November 30, 2025
Tool Comparison
Koyfin vs Snowball Analytics comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Snowball Analytics includes Backtesting, Dividend, Splits, Scores, 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.
Categories
PortfolioWatchlistScreenersETF ScreenersFinancialsDividendsAnalyst ForecastsAnalyst RecommendationsAnalyst Price TargetsTranscriptsETF OverviewETF PerformanceETF HoldingsETF FundamentalsETF ValuationETF OverlapShort InterestNewsAlertsCalendarData VisualizationsYield CurvesGDPInterest RatesInflation RatesUnemployment Rates
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.
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Snowball Analytics
snowball-analytics.com
Portfolio & dividend tracker with multi-currency support and broker syncing via Yodlee/SnapTrade. Dividend Rating (13-factor score), dividend/ex‑div calendars, rebalancing by categories, benchmarking (indices or any asset on paid tiers), and 30+ years backtests. Quotes are delayed; site explicitly notes data is not necessarily real‑time. Mobile apps on iOS/Android.
Categories
Platforms
WebMobile
Pricing
FreeSubscription
Quick highlights
- Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
- Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
- Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
- Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.
- Backtests for portfolio ideas (10 years on lower tiers; 30+ years on Investor/Expert).
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Where they differ
Koyfin
Distinct strengths include:
ETF ScreenersAnalyst ForecastsAnalyst RecommendationsAnalyst Price TargetsTranscriptsETF OverviewETF PerformanceETF Holdings
- 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.
Snowball Analytics
Distinct strengths include:
- Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting.
- Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener.
- Portfolio rebalancing based on target categories; one‑click buy/sell suggestions.
- Benchmarking vs major indices on lower tiers; benchmark to any asset on higher tiers.
Feature-by-feature breakdown
| Attribute | Koyfin | Snowball Analytics |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Portfolio, Watchlist, Screeners, Financials, Dividends, News, Calendar Unique: ETF Screeners, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Overlap, Short Interest, Alerts, Data Visualizations, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates | Shared: Portfolio, Watchlist, Screeners, Financials, Dividends, News, Calendar Unique: Backtesting, Dividend, Splits, Scores, Broker Connectors |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Futures, Commodities, Currencies, Cryptos, Options, Funds | Stocks, ETFs, Mutual Funds, Bonds, Cryptos, Real Estate |
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
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Koyfin and Snowball Analytics both support?
Both platforms cover Portfolio, Watchlist, Screeners, Financials, Dividends, News, and Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Koyfin and Snowball Analytics require subscriptions?
Both Koyfin and Snowball Analytics keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access Koyfin and Snowball Analytics?
Both Koyfin and Snowball Analytics 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 Snowball Analytics stands out for Automatic dividend tracking, dividend & ex‑dividend calendars, and forward income forecasting., Dividend Rating (proprietary 0–100 score across 13 fundamental criteria) and a Top Dividend Stocks screener., and Portfolio rebalancing based on target categories; one‑click buy/sell suggestions..
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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.