Tool Comparison
Koyfin vs StockCharts
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want ETF screeners, custom dashboards, and correlation.
- Paid from
- $19.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $19.95/mo instead of $39/mo
- You want options, scores, and broker connectors.
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- You want ETF screeners, custom dashboards, and correlation.
Pick StockCharts if
StockCharts
Free • From $19.95/mo · Web · Mobile
- You want the cheaper way in: plans start at $19.95/mo instead of $39/mo
- You want options, scores, and broker connectors.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
Outbound links may include affiliate or sponsor codes.
Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.
Our take
The bottom line
Koyfin and StockCharts cover a lot of the same ground (6 shared categories, including screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to StockCharts's 9, including ETF screeners, custom dashboards, and correlation. StockCharts counters by starting cheaper at $19.95/mo.
What readers say
Koyfin
No votes yet. Cast the first one.
StockCharts
No votes yet. Cast the first one.
Key differences at a glance
- Cheaper paid plan
- StockCharts$19.95/mo vs $39/mo
- Free trial
- StockCharts30 days
- Broader coverage
- Koyfin20 vs 9 categories
- Broker sync
- Koyfin
- Free plan
- Both
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for 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.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What StockCharts does best
- Create SharpCharts, ACP charts, Point & Figure charts, Seasonality charts, Relative Rotation Graphs, PerfCharts, and saved layouts.
- Use ChartLists as watchlists or portfolios and import symbols from CSV.
- Run custom scans on daily, weekly, or monthly bars.
- Create price alerts and advanced alerts that can notify through email, SMS, and in-platform messages during market hours.
- Free U.S.
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 $19.95/mo |
Free tier | Yes | Yes |
Free trial | — | 30 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 14 limits: Basic: chart lists: 1, Basic: custom scans: 1 +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | Tradier Brokerage and OptionsPlay |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 9 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 5 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +3 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 3 signals: Custom formulas, Universe builder +1 more |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit StockCharts |
Standout features
The best features of Koyfin and StockCharts.ShowHide
Standout features
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for 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.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What StockCharts does best
- Create SharpCharts, ACP charts, Point & Figure charts, Seasonality charts, Relative Rotation Graphs, PerfCharts, and saved layouts.
- Use ChartLists as watchlists or portfolios and import symbols from CSV.
- Run custom scans on daily, weekly, or monthly bars.
- Create price alerts and advanced alerts that can notify through email, SMS, and in-platform messages during market hours.
- Free U.S.
All details
Every attribute we track for Koyfin and StockCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsOptionsCommoditiesCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | 4 countries7 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-time15-min DelayedEnd of Day |
Data granularity | Not specified | MinuteEOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | CSVManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Tradier BrokerageOptionsPlay |
Export formats | CSVImagePDF | CSVImage |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Custom formulasUniverse builderGreeks |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | StockCharts.com, Inc.Country: USFounded 1999Support: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
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 | Free |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $19.95/mo“Basic”chart lists: 1 · custom scans: 1 · +2 more |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $29.95/mo“Extra”chart lists: 250 · custom scans: 200 · +3 more |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $49.95/mo“PRO”chart lists: 500 · custom scans: 500 · +3 more |
| Top plan | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
| Free trial | — | 30 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Koyfin and StockCharts?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while StockCharts puts more weight on screeners, data visualizations, and alerts. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and StockCharts cost?
Good news: both Koyfin and StockCharts have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Koyfin or StockCharts?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with StockCharts if you'd rather have options and scores. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and StockCharts cover?
Both cover stocks, ETFs, mutual funds, and commodities. Koyfin also handles closed-end funds, bonds, and currencies. StockCharts adds options on top.
Do Koyfin and StockCharts offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and StockCharts?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or StockCharts connect to my broker?
Koyfin syncs with brokers automatically. With StockCharts, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or StockCharts?
Both Koyfin and StockCharts 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 StockCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.