VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing Koyfin and Stock Rover will find that Both Koyfin and Stock Rover concentrate on Screeners, ETF Screeners, and Data Visualizations workflows, making them natural alternatives for similar investment research jobs. Koyfin leans into ETF Performance, ETF Overlap, and ETF Fundamentals, which can be decisive for teams that need depth over breadth. Stock Rover stands out with Stock Comparison, ETF Comparison, and Correlation that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
Koyfin vs Stock Rover
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- Koyfin adds ETF Performance, ETF Overlap, ETF Fundamentals, ETF Valuation, and Short Interest coverage that Stock Rover skips.
- Stock Rover includes Stock Comparison, ETF Comparison, Correlation, Monte Carlo, Scores, Valuation Models, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, and Videos categories that Koyfin omits.
- Koyfin highlights: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Stock Rover is known for: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
Koyfin
koyfin.com
Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.
Categories
Platforms
Pricing
Quick highlights
- Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
- Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
- Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
- Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
- Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features.
Stock Rover
stockrover.com
A full-featured US and Canada equity, ETF, and mutual fund research suite. Stock Rover shines with its massive metrics library (up to 700 in Premium Plus), flexible screeners, portfolio analytics, fair value and margin of safety models, and detailed Insight panels with fundamentals, analyst ratings, news, and transcripts. It also offers Monte Carlo simulations, rebalancing tools, and downloadable PDF research reports. Broker sync and CSV imports make it easy to keep portfolios up to date, while exports to Excel or charts let you take analysis anywhere.
Categories
Platforms
Pricing
Quick highlights
- Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
- Flexible screening: ranked screening, historical screening, and custom equation builders.
- Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
- Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
- Fair Value and Margin of Safety models, alongside quantitative scores for value, growth, quality, sentiment, and more.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
Koyfin
Distinct strengths include:
- Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
- Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
- Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
- Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Stock Rover
Distinct strengths include:
- Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier).
- Flexible screening: ranked screening, historical screening, and custom equation builders.
- Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support.
- Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Feature-by-feature breakdown
| Attribute | Koyfin | Stock Rover |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Screeners, ETF Screeners, Data Visualizations, News, Alerts, Calendar, Financials, Transcripts, ETF Overview, ETF Holdings, Watchlist, Portfolio, Dividends Unique: ETF Performance, ETF Overlap, ETF Fundamentals, ETF Valuation, Short Interest | Shared: Screeners, ETF Screeners, Data Visualizations, News, Alerts, Calendar, Financials, Transcripts, ETF Overview, ETF Holdings, Watchlist, Portfolio, Dividends Unique: Stock Comparison, ETF Comparison, Correlation, Monte Carlo, Scores, Valuation Models, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Recommendations, Analyst Price Targets, Education, Videos |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos | Stocks, ETFs, Mutual 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
| Unique
|
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, News, Alerts, Calendar, Financials, Transcripts, ETF Overview, ETF Holdings, Watchlist, Portfolio, and Dividends 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 Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., whereas Stock Rover stands out for Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
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.