★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: StreamXLS checked July 22, 2026
Tool Comparison
Koyfin vs StreamXLS
Start here
Koyfin
Free • From $39/mo · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $39/mo instead of $49.17/mo
- You do a lot of your research from your phone
Pick StreamXLS instead if
StreamXLS
From $590/yr · Desktop
- You care about sheets / excel add-ins and broker connectors, things Koyfin doesn't offer
- You trade often and need tooling built for speed
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 StreamXLS cover a lot of the same ground (2 shared categories, custom dashboards and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to StreamXLS's 4, including screeners, ETF screeners, and data visualizations, plus a mobile app. StreamXLS counters by keeping things simpler.
What readers say
Koyfin
Vote once to reveal the community verdict.
StreamXLS
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Koyfin
- Cheaper paid plan
- Koyfin$39/mo vs $49.17/mo
- Free trial
- StreamXLS30 days
- Broader coverage
- Koyfin20 vs 4 categories
- Mobile app
- Koyfin
- Desktop app
- StreamXLS
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 | From $590/yr |
Free tier | Yes | No |
Free trial | — | 30 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 15 limits: 30-Day Full-Featured Trial: duration days: 30, Personal Monthly: licensed machines: 1 +13 more |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | Microsoft Excel for Windows, Interactive Brokers Trader Workstation +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +4 more |
Categories covered | 20 | 4 |
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 | Latency: Streaming, Real-time, and 15-min Delayed |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | — |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit StreamXLS |
Where each one shines
What Koyfin and StreamXLS each do best.ShowHide
Where each one shines
What Koyfin and StreamXLS 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 StreamXLS does best
- Use native Excel RTD formulas to stream IBKR market quotes, account values, positions, live P&L, and open orders into a workbook.
- Connect locally to Trader Workstation or IB Gateway through the user's own TWS API installation and IBKR account.
- Work with stocks, futures, options, and FX supported by the documented contract syntax and the user's IBKR permissions.
- Monitor multiple IBKR accounts and multiple Excel instances on one licensed Windows machine.
- Reuse and deduplicate identical RTD topics, buffer updates while Excel is busy, and resubscribe after supported reconnect scenarios.
Every detail we compared
Every tracked attribute for Koyfin and StreamXLS, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and StreamXLS, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksOptionsFuturesCurrencies |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailDay TradersSwing TradersAlgo TradersQuants/Developers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | StreamingReal-time15-min Delayed |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Microsoft Excel for WindowsInteractive Brokers Trader WorkstationInteractive Brokers GatewayInteractive Brokers TWS API |
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 | Not specified |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | StreamXLS LLCCountry: United StatesSupport: 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 | — |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $590/yr≈ $49.17/mo“Personal Annual”annual price usd: 590 · licensed machines: 1 · +1 more |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $59/mo“Personal Monthly”licensed machines: 1 · named users: 1 |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $1950/yr≈ $162.50/mo“Professional Annual”annual price usd: 1,950 · licensed machines: 1 · +1 more |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | $195/mo“Professional Monthly”licensed machines: 1 · named users: 1 |
| Custom / enterprise | Contact sales“Teams” | — |
| Free trial | — | 30 days |
Questions we keep getting
What's the difference between Koyfin and StreamXLS?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while StreamXLS puts more weight on sheets / excel add-ins, broker connectors, and portfolio. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or StreamXLS free to use?
Koyfin has a free tier, so you can get started without paying anything. StreamXLS is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Which is better for beginners: Koyfin or StreamXLS?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Koyfin or StreamXLS on my phone?
Koyfin lists a dedicated mobile app, so it travels better. StreamXLS doesn't list a dedicated mobile app; its documented access is desktop.
Should I choose Koyfin or StreamXLS?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with StreamXLS if you'd rather have sheets / excel add-ins and broker connectors. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and StreamXLS cover?
Both cover stocks, currencies, and futures. Koyfin also handles ETFs, mutual funds, and closed-end funds. StreamXLS adds options on top.
Do Koyfin and StreamXLS offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and StreamXLS?
Koyfin exports to CSV. StreamXLS is stingier about getting data out.
Can Koyfin or StreamXLS connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Is Koyfin or StreamXLS better for day trading?
StreamXLS is the one positioned more for active traders. Koyfin is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: Koyfin or StreamXLS?
Koyfin has a stock screener for surfacing ideas; StreamXLS doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or StreamXLS?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.