Tool Comparison
Koyfin vs Stocknear
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want ETF screeners, custom dashboards, and correlation.
- Paid from
- $10/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $10/mo instead of $39/mo
- You want options, dark pool & off-exchange, and insider data.
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- You do a lot of your research from your phone
- You want ETF screeners, custom dashboards, and correlation.
Pick Stocknear if
Stocknear
Free • From $10/mo · Web
- You want the cheaper way in: plans start at $10/mo instead of $39/mo
- You want options, dark pool & off-exchange, and insider data.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Koyfin and Stocknear cover a lot of the same ground (11 shared categories, including screeners, data visualizations, and watchlist), so for the basics you won't go far wrong with either. Koyfin includes ETF screeners and custom dashboards, and Stocknear includes options and dark pool & off-exchange.
What readers say
Koyfin
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Stocknear
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Key differences at a glance
- Cheaper paid plan
- Stocknear$10/mo vs $39/mo
- Mobile app
- Koyfin
- Broker sync
- Koyfin
- Global coverage
- 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 Stocknear does best
- Research coverage for ticker pages with tabs for financials, statistics, business metrics, forecasts, dark pool, options, insider activity, dividends, and history.
- Pro subscribers can monitor real-time options flow and unusual options activity.
- Review dark-pool and off-exchange activity.
- Plus and Pro subscribers can review 13F holdings, downloadable institution lists, and US congressional trades.
- Track analyst price targets, EPS and revenue forecasts, earnings calendars, and market news.
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 $10/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 15 limits: Basic: credits per month: 10, Basic: watchlists: 1 +13 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | Discord |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 18 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 4 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +2 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | 3 partners: marketData_and_fundamentals, options_flow +1 more |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | AI summaries: News |
Security | 4 signals: SOC2, Data residency: US +2 more | Data residency: EU |
| Try it | Visit Koyfin | Visit Stocknear |
Standout features
The best features of Koyfin and Stocknear.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 Stocknear does best
- Research coverage for ticker pages with tabs for financials, statistics, business metrics, forecasts, dark pool, options, insider activity, dividends, and history.
- Pro subscribers can monitor real-time options flow and unusual options activity.
- Review dark-pool and off-exchange activity.
- Plus and Pro subscribers can review 13F holdings, downloadable institution lists, and US congressional trades.
- Track analyst price targets, EPS and revenue forecasts, earnings calendars, and market news.
All details
Every attribute we track for Koyfin and Stocknear.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: US5 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 | marketData_and_fundamentalsoptions_flowoptions_chains |
| Access & integrations | ||
Import methods | ManualCSVCustodian | Manual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Discord |
Export formats | CSVImagePDF | CSV |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Data residency: EU |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | AI summaries: News |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Stocknear GmbHCountry: GermanyFounded 2024Support: Email and Chat |
Curation ratings | Not specified | Methodology 4/5Reliability 3/5UX 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“Basic”credits per month: 10 · watchlists: 1 · +5 more |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $10/mo“Plus”credits per month: 150 · stocks per watchlist: 100 · +2 more |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $20/mo“Pro”credits per month: 1,000 · stocks per watchlist: Unlimited · +2 more |
| 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” | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Koyfin and Stocknear?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Stocknear puts more weight on screeners, options, and data visualizations. They overlap in 11 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Stocknear cost?
Good news: both Koyfin and Stocknear have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or Stocknear on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Stocknear doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or Stocknear?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with Stocknear if you'd rather have options and dark pool & off-exchange. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Stocknear cover?
Both cover stocks and ETFs. Koyfin also handles mutual funds, closed-end funds, and bonds. Stocknear adds options on top.
Do Koyfin and Stocknear offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Koyfin or Stocknear?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Stocknear is more region-specific, mainly North America.
Can I export data from Koyfin and Stocknear?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or Stocknear connect to my broker?
Koyfin syncs with brokers automatically. With Stocknear, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Stocknear?
Both Koyfin and Stocknear 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 Stocknear?
Koyfin handles portfolio tracking. Stocknear is really a research tool; you'd track your portfolio elsewhere.
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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.