★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Stockcircle
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You care about data visualizations, custom dashboards, and correlation, things Stockcircle doesn't offer
Pick Stockcircle if
Stockcircle
Free • From $99/yr · Web
- You want the cheaper way in: plans start at $8.25/mo instead of $39/mo
- You care about institutional ownership, insider data, and US government trades, things Koyfin doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Koyfin and Stockcircle cover a lot of the same ground (6 shared categories, including screeners, ETF screeners, and alerts), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Stockcircle's 11, including data visualizations, custom dashboards, and correlation, plus a mobile app. Stockcircle counters by starting cheaper at $8.25/mo.
What readers say
Koyfin
Vote once to reveal the community verdict.
Stockcircle
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Stockcircle$8.25/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 11 categories
- Mobile app
- Koyfin
- Real-time data
- Koyfin
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $99/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 3 limits: Free: screener: "Join Stockcircle Pro to see all stocks" on screener., Free: notifications: Pro page: "Without Pro, you only receive one monthly recap email." +1 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | — |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +1 more |
Categories covered | 20 | 11 |
Regions | 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 | — |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | 3 partners: Financial Modeling Prep, FRED +1 more |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | Universe builder and AI summaries: Transcripts |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Stockcircle |
Where each one shines
What Koyfin and Stockcircle each do best.ShowHide
Where each one shines
What Koyfin and Stockcircle each do best.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 Stockcircle does best
- Track investment-guru holdings and transactions from SEC-reported Form 13F and insider Forms 3/4 data.
- Review holdings lists, transaction history, and estimated purchase prices based on the average stock price during the reporting period.
- Follow email notifications for newly reported transactions, with Pro positioned around instant notifications and non-Pro users receiving monthly recap email.
- Monitor U.S.
- Review insider trades from executives and directors with price-at-trade data and change since trade.
Every detail we compared
Every tracked attribute for Koyfin and Stockcircle, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Stockcircle, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsBondsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailLong-term Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Financial Modeling PrepFREDParqet |
| Access & integrations | ||
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderAI summaries: Transcripts |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | BIT Enterprises UG (haftungsbeschrankt)Country: GermanySupport: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Freescreener: "Join Stockcircle Pro to see all stocks" on screener. · notifications: Pro page: "Without Pro, you only receive one monthly recap email." · +1 more |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $99/yr≈ $8.25/mo“Pro (Annual)” |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $16.49/mo“Pro (Monthly)” |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
Questions we keep getting
What's the difference between Koyfin and Stockcircle?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Stockcircle puts more weight on institutional ownership, insider data, and US government trades. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Stockcircle cost?
Good news: both Koyfin and Stockcircle have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Koyfin or Stockcircle?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Koyfin or Stockcircle on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Stockcircle doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or Stockcircle?
It depends on what you're after. Pick Koyfin if data visualizations and custom dashboards matter to you; go with Stockcircle if you'd rather have institutional ownership and insider data. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Stockcircle cover?
Both cover stocks, ETFs, and bonds. Koyfin also handles mutual funds, closed-end funds, and currencies. Stockcircle adds other on top.
Does Koyfin or Stockcircle have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Stockcircle runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Koyfin and Stockcircle?
Koyfin exports to CSV. Stockcircle is stingier about getting data out.
Which has a better stock screener: Koyfin or Stockcircle?
Both Koyfin and Stockcircle 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 Stockcircle?
Koyfin handles portfolio tracking. Stockcircle is really a research tool; you'd track your portfolio elsewhere.
Feedback
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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.