VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

PRICE: 0 CENTS

Friday, December 26, 2025

Tool Comparison

Koyfin vs Stock Rover comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Koyfin adds Money Flow, Backtesting, Splits, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates, ETF Performance, ETF Fundamentals, ETF Valuation, Analyst Forecasts, Blogs, and Custom Dashboards coverage that Stock Rover skips.

Stock Rover includes ETF Comparison, Correlation, Monte Carlo, Scores, Flags, Valuation Models, Fund Overview, Fund Performance, Fund Holdings, and Fund Rating categories that Koyfin omits.

In depth comparison

Koyfin

koyfin.com

Editor’s pick Hands-on review

Multi‑asset web and mobile analytics terminal for global markets. Free plan includes My Portfolios, short financial history and a small number of watchlists/screens/dashboards. Plus unlocks long‑history financials & estimates, ETF holdings, stock/ETF screeners and full news/filings/transcripts. Premium adds advanced My Portfolio analytics, unlimited custom data & formulas and ETF valuation. Advisor Core/Pro add model & client portfolios, mutual fund data & screeners, client proposals/reports and custodian/PMS integrations (with more integrations, short/leveraged models, PDF statement upload and custom report pages on Advisor Pro). No public data API; downloads are limited to non‑fundamental data by vendor licensing.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks.
Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries.
Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace.
Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Company and fund research including financial statement review, dividend and earnings history snapshots, ETF and mutual fund holdings, valuation metrics and percentile ranks, plus analyst estimates, forecasts, ratings and price targets powered by S&P Capital IQ.

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Stock Rover

stockrover.com

Editor’s pick Hands-on review

Fundamental research and portfolio management platform focused on US and Canadian stocks, ETFs and mutual funds. Premium tiers expand metrics, history and portfolio analytics; Premium Plus adds custom & equation screening, fair value / margin of safety, Stock Rover Ratings and other advanced analytics. Research Reports are sold as a separate PDF add‑on that can be bundled with yearly or two‑year plans.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts.
Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus).
Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools.
Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Earnings Calendar shows upcoming earnings for all covered companies or just your portfolios and watchlists, with day/week/month views and a dashboard tile for quick monitoring.

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Where they differ

Koyfin

Distinct strengths include:

Money Flow Backtesting Splits Yield Curves GDP Interest Rates Inflation Rates Unemployment Rates

Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks.
Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries.
Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace.
Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.

Stock Rover

Distinct strengths include:

ETF Comparison Correlation Monte Carlo Scores Flags Valuation Models Fund Overview Fund Performance

Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts.
Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus).
Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools.
Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.

Feature-by-feature breakdown

Attribute	Koyfin	Stock Rover
Categories Which research workflows each platform targets	Shared: Screeners, ETF Screeners, Data Visualizations, Stock Comparison, Portfolio, Watchlist, News, Alerts, Calendar, Dividends, Financials, ETF Overview, ETF Holdings, Analyst Recommendations, Analyst Price Targets, Transcripts, Education, Videos Unique: Money Flow, Backtesting, Splits, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates, ETF Performance, ETF Fundamentals, ETF Valuation, Analyst Forecasts, Blogs, Custom Dashboards	Shared: Screeners, ETF Screeners, Data Visualizations, Stock Comparison, Portfolio, Watchlist, News, Alerts, Calendar, Dividends, Financials, ETF Overview, ETF Holdings, Analyst Recommendations, Analyst Price Targets, Transcripts, Education, Videos Unique: ETF Comparison, Correlation, Monte Carlo, Scores, Flags, Valuation Models, Fund Overview, Fund Performance, Fund Holdings, Fund Rating
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos, Futures, Funds	Stocks, ETFs, Mutual Funds, Funds
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 Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks. Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries. Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace. Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation. Company and fund research including financial statement review, dividend and earnings history snapshots, ETF and mutual fund holdings, valuation metrics and percentile ranks, plus analyst estimates, forecasts, ratings and price targets powered by S&P Capital IQ. Portfolio workflows: watchlist‑based portfolio tracking, a dedicated My Portfolio module with multi‑account and lot‑level P&L (including FX‑adjusted returns), model portfolios, client portfolios, portfolio exposure snapshots and dedicated earnings/news feeds tied to holdings.	Unique Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts. Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus). Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools. Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns. Earnings Calendar shows upcoming earnings for all covered companies or just your portfolios and watchlists, with day/week/month views and a dashboard tile for quick monitoring. Metric library offers 700+ GAAP‑compliant financial, technical and derived metrics, including advanced ratios, analyst estimates, returns vs. benchmarks and many chartable series.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Highlighted

Frequently Asked Questions

Which workflows do Koyfin and Stock Rover both support?

Both platforms cover Screeners, ETF Screeners, Data Visualizations, Stock Comparison, Portfolio, Watchlist, News, Alerts, Calendar, Dividends, Financials, ETF Overview, ETF Holdings, Analyst Recommendations, Analyst Price Targets, Transcripts, Education, and Videos workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Koyfin and Stock Rover require subscriptions?

Both Koyfin and Stock Rover keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Koyfin and Stock Rover?

Both Koyfin and Stock Rover 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 data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., whereas Stock Rover stands out for Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..

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