★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Stock Analysis
Pick Koyfin if
Koyfin
Best for custom dashboards and correlation
Free • From $39/mo · Web · Mobile · 75% positive (24 votes)
- You care about custom dashboards, correlation, and alerts, things Stock Analysis doesn't offer
Pick Stock Analysis if
Stock Analysis
Best for stock ideas and top analysts
Free • From $79/yr · Web · Mobile · 84% positive (44 votes)
- You want the cheaper way in: plans start at $6.58/mo instead of $39/mo
- You care about stock ideas, top analysts, and stock comparison, things Koyfin doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Use code JERA
Skip both if: Neither one clicks with how you research; there are strong third options.
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The verdict
The bottom line
Koyfin and Stock Analysis cover a lot of the same ground (12 shared categories, including screeners, ETF screeners, and data visualizations), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 27 categories to Koyfin's 20, including stock ideas, top analysts, and stock comparison. Koyfin counters by keeping things simpler.
Key differences at a glance
- Cheaper paid plan
- Stock Analysis$6.58/mo vs $39/mo
- Broader coverage
- Stock Analysis27 vs 20 categories
- Free plan
- Both
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $79/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 11 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +9 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +8 more |
Categories covered | 20 | 27 |
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 | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
Security | 4 signals: SOC2, Data residency: US +2 more | Encryption in transit |
| Try it | Visit Koyfin | Visit Stock Analysis |
Standout features
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 Stock Analysis does best
- Research 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Start market research from news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screen for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Open ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Track event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | Not specified | MinuteEOD |
Pricing sources | Not specified | ExchangeVendor |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
Import methods | ManualCSVCustodian | ManualCSVBrokerOAuth |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | CSVImagePDF | CSVExcel |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Encryption in transit |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Vefir ehf.Country: IcelandFounded 2019Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +5 more
- financials years: 10
- estimates years: 10
- +5 more
- alerts: 500
- custom securities: Unlimited
- alerts: 500
- reports per month: 10
- +2 more
- alerts: 500
- reports per month: 200
- +2 more
$79/yr
Lower starting price
Plans & pricing
- ads: Yes
- exports: Limited compared with Pro/Unlimited
- +1 more
- stocks per watchlist: 100
- active alerts: 100
- +3 more
- downloads: Unlimited
- stocks per watchlist: Unlimited
- +1 more
Coverage overlap
Shared categories
12Where the two tools cover the same ground.
Koyfin strengths
8What you only get with Koyfin.
Stock Analysis strengths
15Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Koyfin and Stock Analysis?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 12 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Stock Analysis cost?
Good news: both Koyfin and Stock Analysis have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Koyfin or Stock Analysis?
It depends on what you're after. Pick Koyfin if custom dashboards and correlation matter to you; go with Stock Analysis if you'd rather have stock ideas and top analysts. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Stock Analysis cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. Koyfin also handles bonds, currencies, and commodities. Stock Analysis adds funds and other on top.
Do Koyfin and Stock Analysis offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and Stock Analysis?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or Stock Analysis connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Koyfin or Stock Analysis?
Both Koyfin and Stock Analysis 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 Stock Analysis?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Other tools you might like
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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.