Tool Comparison
Koyfin vs Stock Analysis
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Monthly and annual prices differ. Advanced portfolio analytics require Premium; client reports and custodian connections require eligible Advisor plans.
Best if
- Arrange market dashboards around your watchlists and research
- Combine company analysis with wider market context
- Paid from
- $6.58/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Compare monthly and annual billing. Pro allows one download per day; Unlimited removes that cap. Brokerage sync is a paid feature.
Best if
- Read stock financials without creating an account
- Compare ETFs and find funds that hold a particular stock
Use code JERA
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
Monthly and annual prices differ. Advanced portfolio analytics require Premium; client reports and custodian connections require eligible Advisor plans.
- Arrange market dashboards around your watchlists and research
- Combine company analysis with wider market context
Pick Stock Analysis if
Stock Analysis
Free • From $79/yr · Web · Mobile
Compare monthly and annual billing. Pro allows one download per day; Unlimited removes that cap. Brokerage sync is a paid feature.
- Read stock financials without creating an account
- Compare ETFs and find funds that hold a particular stock
Use code JERA
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Use Stock Analysis for quick company and ETF checks. Choose Koyfin when you want to arrange market views, watchlists, and company research into a workspace you return to each day.
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Key differences at a glance
- Market workspace
- KoyfinCustomizable dashboards
- Account-free research
- Stock AnalysisFree stock and ETF pages
- Company analysis
- BothFinancials, estimates, and screens
- Portfolio tools
- BothFeatures depend on plan
What Koyfin does best
Market dashboards
Combine global markets, watchlists, charts, and news.
Company research
Compare financials, estimates, filings, and earnings transcripts.
Portfolio analytics
Track holdings; Premium adds advanced portfolio views.
What Stock Analysis does best
Financial statements
Read revenue, earnings, cash flow, and balance sheets. Pro adds 10-40 years of financial history.
Stock and fund screeners
Filter stocks, ETFs, IPOs, and mutual funds to build a research shortlist. Pro lets you save screens.
ETF comparisons
Compare funds and find ETFs that hold a stock you're researching. Pro unlocks full ETF holdings.
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 • From $79/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free has small allowances; deeper analytics need paid tiers | Free has ads; Pro exports limited to one per day |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Advisor connections on eligible plans; no public API | CSV imports; paid brokerage sync |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Market dashboards and visual company research | Direct stock and ETF research |
Categories covered | 20 | 32 |
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 | Dashboards, charts, screens, and portfolio analysis | Financials, forecasts, screens, and ETF comparisons |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Stock Analysis |
Standout features
The best features of Koyfin and Stock Analysis.ShowHide
Standout features
What Koyfin does best
Market dashboards
Combine global markets, watchlists, charts, and news.
Company research
Compare financials, estimates, filings, and earnings transcripts.
Portfolio analytics
Track holdings; Premium adds advanced portfolio views.
What Stock Analysis does best
Financial statements
Read revenue, earnings, cash flow, and balance sheets. Pro adds 10-40 years of financial history.
Stock and fund screeners
Filter stocks, ETFs, IPOs, and mutual funds to build a research shortlist. Pro lets you save screens.
ETF comparisons
Compare funds and find ETFs that hold a stock you're researching. Pro unlocks full ETF holdings.
All details
Every attribute we track for Koyfin and Stock Analysis.ShowHide
All 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 | Not specified |
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
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +3 more |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
Alternatives
Free alternatives
Questions we keep getting
Is Koyfin or Stock Analysis better for company research?
Both provide financial statements, estimates, charts, and screens. Stock Analysis makes a quick company lookup easy without an account. Koyfin suits a research routine that combines companies with customizable dashboards and wider market views.
Can I use either for free?
Yes. Stock Analysis offers ad-supported stock and ETF pages without requiring an account. Koyfin's Free plan requires signup and has limited dashboards, watchlists, screens, and data history. Its seven-day introductory trial downgrades to Free without a charge.
Can I track a portfolio in both?
Both offer portfolio tools. Koyfin Premium expands portfolio analytics; Advisor integrations and client reports require eligible Advisor plans. Stock Analysis Pro adds brokerage sync, although some holdings update only once a day. It also supports CSV imports.
Can I download the data or use an API?
Koyfin has no public API, and vendor restrictions prevent downloading some global equity financials and estimates. Stock Analysis Pro permits one download per day; Unlimited removes that cap. Stock Analysis does not provide a market-data API for your own app.
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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).
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