VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Wednesday, December 10, 2025

Tool Comparison

Koyfin vs Stockopedia comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Koyfin adds ETF Screeners, Stock Comparison, Money Flow, Backtesting, Dividends, Splits, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Transcripts, Videos, and Custom Dashboards coverage that Stockopedia skips.

Stockopedia includes Stock Ideas, Scores, Checklist, and Newsletters categories that Koyfin omits.

Koyfin has a free tier, while Stockopedia requires a paid plan.

In depth comparison

Koyfin

koyfin.com

Editor’s pick Hands-on review

Multi‑asset web and mobile analytics terminal for global markets. Free plan includes My Portfolios, short financial history and a small number of watchlists/screens/dashboards. Plus unlocks long‑history financials & estimates, ETF holdings, stock/ETF screeners and full news/filings/transcripts. Premium adds advanced My Portfolio analytics, unlimited custom data & formulas and ETF valuation. Advisor Core/Pro add model & client portfolios, mutual fund data & screeners, client proposals/reports and custodian/PMS integrations (with more integrations, short/leveraged models, PDF statement upload and custom report pages on Advisor Pro). No public data API; downloads are limited to non‑fundamental data by vendor licensing.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks.
Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries.
Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace.
Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Company and fund research including financial statement review, dividend and earnings history snapshots, ETF and mutual fund holdings, valuation metrics and percentile ranks, plus analyst estimates, forecasts, ratings and price targets powered by S&P Capital IQ.

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Stockopedia

stockopedia.com

Editor’s pick Hands-on review

Stockopedia is a stock research and screening platform best known for its StockRanks™ ratings and broad coverage across the UK, US, Europe, and Asia-Pacific. All plans include the same features; pricing is based on regional market access. Data comes primarily from Refinitiv, with fundamentals refreshed multiple times a day and recomputed after the close. Users get unlimited alerts, a 14-day free trial, and a 30-day money-back guarantee on the first payment.

Platforms

WebMobile

Pricing

Subscription

Quick highlights

Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”
StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications.
Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars.
Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.
Charts include overlays and indicators such as Bollinger Bands, MACD, RSI, and Ichimoku, plus multi-symbol comparisons.

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Where they differ

Koyfin

Distinct strengths include:

ETF Screeners Stock Comparison Money Flow Backtesting Dividends Splits Yield Curves GDP

Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks.
Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries.
Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace.
Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.

Stockopedia

Distinct strengths include:

Stock Ideas Scores Checklist Newsletters

Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”
StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications.
Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars.
Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification.

Feature-by-feature breakdown

Attribute	Koyfin	Stockopedia
Categories Which research workflows each platform targets	Shared: Screeners, Data Visualizations, Portfolio, Watchlist, News, Alerts, Calendar, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Education, Blogs Unique: ETF Screeners, Stock Comparison, Money Flow, Backtesting, Dividends, Splits, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Transcripts, Videos, Custom Dashboards	Shared: Screeners, Data Visualizations, Portfolio, Watchlist, News, Alerts, Calendar, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Education, Blogs Unique: Stock Ideas, Scores, Checklist, Newsletters
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos, Futures, Funds	Stocks, ETFs, Closed-End Funds
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web, Mobile
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	Unique Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks. Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries. Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace. Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation. Company and fund research including financial statement review, dividend and earnings history snapshots, ETF and mutual fund holdings, valuation metrics and percentile ranks, plus analyst estimates, forecasts, ratings and price targets powered by S&P Capital IQ. Portfolio workflows: watchlist‑based portfolio tracking, a dedicated My Portfolio module with multi‑account and lot‑level P&L (including FX‑adjusted returns), model portfolios, client portfolios, portfolio exposure snapshots and dedicated earnings/news feeds tied to holdings.	Unique Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.” StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications. Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars. Unlimited custom alerts on price moves or any screenable fundamental/technical rule, with delivery by email or in-app notification. Charts include overlays and indicators such as Bollinger Bands, MACD, RSI, and Ichimoku, plus multi-symbol comparisons. Export data from Screens and Folios to Excel or CSV for deeper analysis.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Highlighted

Frequently Asked Questions

Which workflows do Koyfin and Stockopedia both support?

Both platforms cover Screeners, Data Visualizations, Portfolio, Watchlist, News, Alerts, Calendar, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Education, and Blogs workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Koyfin offers a free entry point, while Stockopedia requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access Koyfin and Stockopedia?

Both Koyfin and Stockopedia support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Koyfin differentiates itself with Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., whereas Stockopedia stands out for Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications., and Portfolios (“Folios”) track performance with time-weighted returns and integrate company announcements and reporting calendars..

Keep exploring

Stay on top of related tools

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