VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Koyfin vs StockInsights.ai
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and data visualizations.
Pick StockInsights.ai if
StockInsights.ai
Free • From $200/yr · Web · API
- You want the cheaper way in: plans start at $17/mo instead of $39/mo
- You want an API so you can script or automate things
- You want AI chat, improved filings, and APIs & data feeds.
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 StockInsights.ai cover a lot of the same ground (7 shared categories, including custom dashboards, watchlist, and alerts), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to StockInsights.ai's 10, including screeners, ETF screeners, and data visualizations, plus a mobile app. StockInsights.ai counters by starting cheaper at $17/mo.
What readers say
Koyfin
No votes yet. Cast the first one.
StockInsights.ai
No votes yet. Cast the first one.
Key differences at a glance
- Cheaper paid plan
- StockInsights.ai$17/mo vs $39/mo
- Free trial
- StockInsights.ai7 days
- Broader coverage
- Koyfin20 vs 10 categories
- Mobile app
- Koyfin
- API access
- StockInsights.ai
- Broker sync
- Koyfin
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 $468/yr | Free • From $200/yr |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 5 limits: Product Free: earnings call summaries: 10, Product Free: call and ten ksearches: 10 +3 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | Yes |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | MCP Server |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +3 more |
Categories covered | 20 | 10 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | Latency: Real-time and End of Day and Granularity: EOD |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | AI summaries: Filings and Transcripts |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit StockInsights.ai |
Where each one shines
What Koyfin and StockInsights.ai each do best.ShowHide
Where each one shines
What Koyfin and StockInsights.ai each do best.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 StockInsights.ai does best
- Ask source-specific questions across company filings and earnings transcripts, with source links under AI Assist responses.
- Read generated earnings-call and annual-report summaries plus tagged U.S. 8-K and 6-K filings and Indian corporate announcements.
- Latest SEC filing feeds and a full SEC filing dashboard on paid self-serve plans.
- Tracking watchlist alerts with free and paid limits.
- Use bearer-key REST APIs for company lists, filings, semantic search, statements, calendars, and shareholding data.
Every detail we compared
Every tracked attribute for Koyfin and StockInsights.ai, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and StockInsights.ai, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailAnalystsQuants/DevelopersStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaAPAC |
Coverage details | Identifiers: Ticker | Countries: US and INIdentifiers: Ticker, CIK, and ISIN |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyWebhooksDocs |
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | MCP Server |
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 | AI summaries: Filings and Transcripts |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Serendib Labs Technologies Pvt Ltd.Country: IndiaSupport: 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 | Free“Product Free”earnings call summaries: 10 · call and ten ksearches: 10 · +1 more |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $200/yr≈ $17/mo“Product Pro”watchlist stocks: 700 |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | Subscription“Developer API”trial api calls: 100 |
| 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” | Contact sales“Business and Solutions” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Koyfin and StockInsights.ai?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while StockInsights.ai puts more weight on AI research, AI chat, and improved filings. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and StockInsights.ai cost?
Good news: both Koyfin and StockInsights.ai have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or StockInsights.ai on my phone?
Koyfin lists a dedicated mobile app, so it travels better. StockInsights.ai doesn't list a dedicated mobile app; its documented access is web and API.
Does Koyfin or StockInsights.ai have an API?
StockInsights.ai has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or StockInsights.ai?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with StockInsights.ai if you'd rather have AI chat and improved filings. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and StockInsights.ai cover?
Both cover stocks. Koyfin also handles ETFs, mutual funds, and closed-end funds.
Do Koyfin and StockInsights.ai offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and StockInsights.ai?
Koyfin exports to CSV. StockInsights.ai is stingier about getting data out.
Can Koyfin or StockInsights.ai connect to my broker?
Koyfin syncs with brokers automatically. With StockInsights.ai, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or StockInsights.ai?
Koyfin has a stock screener for surfacing ideas; StockInsights.ai doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or StockInsights.ai?
Koyfin handles portfolio tracking. StockInsights.ai is really a research tool; you'd track your portfolio elsewhere.
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.