Tool Comparison
Koyfin vs Stockopedia
- Paid from
- $468/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want ETF screeners, custom dashboards, and correlation.
- Paid from
- —
- Free plan
- No
- Platforms
- Web, Mobile
Best if
- You want stock ideas, scores, and checklist.
Pick Koyfin if
Koyfin
Free • From $468/yr, billed annually · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You want ETF screeners, custom dashboards, and correlation.
Pick Stockopedia if
Stockopedia
Subscription · Web · Mobile
- You want stock ideas, scores, and checklist.
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 Stockopedia cover a lot of the same ground (10 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 Stockopedia's 16, including ETF screeners, custom dashboards, and correlation. Stockopedia counters by keeping things simpler.
What readers say
Koyfin
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Key differences at a glance
- Free plan
- Koyfin
- Free trial
- Stockopedia14 days
- Broader coverage
- Koyfin20 vs 16 categories
- Real-time data
- Koyfin
- Broker sync
- Koyfin
- Asset coverage
- KoyfinAdds mutual funds and bonds
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 Stockopedia does best
- StockRanks to compare stocks through Quality, Value, and Momentum ratings, with additional risk ratings and style classifications.
- Research coverage for companies through StockReports that combine ranks, financials, forecasts, charts, news, valuation context, risk flags, and key investment signals.
- Screening for stocks with more than 350 criteria across fundamentals, valuation, quality, momentum, dividends, technicals, forecasts, and market data.
- Prebuilt GuruScreens and strategy templates for investors who do not want to build every rule from scratch.
- Tracking portfolios with Folios, time-weighted returns, company announcements, reporting calendars, holdings context, and portfolio-level monitoring.
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, billed annually | Subscription |
Free tier | Yes | No |
Free trial | — | 14 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 3 limits: Europe including UK annual: stock reports: 9,000+, US and Europe including UK annual: stock reports: 19,000+ +1 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 16 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | Europe, North America, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 4 signals: Latency: 15-min Delayed and End of Day, Granularity: EOD +2 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | Universe builder and Factors: Value, Quality, and Momentum |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Stockopedia |
Standout features
The best features of Koyfin and Stockopedia.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 Stockopedia does best
- StockRanks to compare stocks through Quality, Value, and Momentum ratings, with additional risk ratings and style classifications.
- Research coverage for companies through StockReports that combine ranks, financials, forecasts, charts, news, valuation context, risk flags, and key investment signals.
- Screening for stocks with more than 350 criteria across fundamentals, valuation, quality, momentum, dividends, technicals, forecasts, and market data.
- Prebuilt GuruScreens and strategy templates for investors who do not want to build every rule from scratch.
- Tracking portfolios with Folios, time-weighted returns, company announcements, reporting calendars, holdings context, and portfolio-level monitoring.
All details
Every attribute we track for Koyfin and Stockopedia.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | EuropeNorth AmericaAPAC |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | 15-min DelayedEnd of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | CSVManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | CSVExcel |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderFactors: Value, Quality, and Momentum |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Stockopedia LtdCountry: United KingdomSupport: Email and Chat |
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 | — |
| Entry paid plan | $468/yrBilled annually≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | €550/yrBilled annually“Europe including UK annual”stock reports: 9,000+ |
| Tier 2 | $948/yrBilled annually≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | €725/yrBilled annually“US and Europe including UK annual”stock reports: 19,000+ |
| Tier 3 | $2508/yrBilled annually≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | Subscription“Custom regions”stock reports: Up to 35,000+ |
| Top plan | $3588/yrBilled annually≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
| Free trial | — | 14 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Koyfin and Stockopedia?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Stockopedia puts more weight on screeners, stock ideas, and financials. They overlap in 10 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or Stockopedia free to use?
Koyfin has a free tier, so you can get started without paying anything. Stockopedia is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Should I choose Koyfin or Stockopedia?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with Stockopedia if you'd rather have stock ideas and scores. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Stockopedia cover?
Both cover stocks, ETFs, and closed-end funds. Koyfin also handles mutual funds, bonds, and currencies.
Does Koyfin or Stockopedia have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Stockopedia 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 Stockopedia?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or Stockopedia connect to my broker?
Koyfin syncs with brokers automatically. With Stockopedia, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Stockopedia?
Both Koyfin and Stockopedia 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 Stockopedia?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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