Tool Comparison
Koyfin vs Tegus
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $39/mo instead of $69/mo
- Delayed quotes won't cut it; you need real-time data
- You want screeners, ETF screeners, and custom dashboards.
- Paid from
- $69/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want improved filings, research templates, and sheets / excel add-ins.
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- You want the cheaper way in: plans start at $39/mo instead of $69/mo
- Delayed quotes won't cut it; you need real-time data
- You want screeners, ETF screeners, and custom dashboards.
Pick Tegus if
Tegus
Free • From $828/yr · Web · Mobile
- You want improved filings, research templates, and sheets / excel add-ins.
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 Tegus cover a lot of the same ground (5 shared categories, including data visualizations, alerts, and financials), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Tegus's 8, including screeners, ETF screeners, and custom dashboards. Tegus counters by keeping things simpler.
What readers say
Koyfin
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Tegus
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Key differences at a glance
- Cheaper paid plan
- Koyfin$39/mo vs $69/mo
- Broader coverage
- Koyfin20 vs 8 categories
- Real-time data
- Koyfin
- Broker sync
- Koyfin
- Asset coverage
- KoyfinAdds ETFs and mutual funds
- 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 Tegus does best
- Search more than 300,000 investor-led insights covering over 29,000 companies.
- Commission custom calls with pre-qualified experts.
- Use AlphaSense Generative Search, Deep Research, workflow agents, summaries, and topic tags across transcripts, filings, financial data, broker research, and market intelligence.
- Search across company filings and transcripts with watchlists, email alerts, downloadable tables, historical table comparisons, and filing workflow tools.
- Use more than 4,000 pre-built Canalyst models, Excel models, DCF, LBO, and M&A templates through the Tegus Excel Add-in.
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 $828/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | Excel Add-in |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 8 |
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: 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: Transcripts |
Security | 4 signals: SOC2, Data residency: US +2 more | Status page |
| Try it | Visit Koyfin | Visit Tegus |
Standout features
The best features of Koyfin and Tegus.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 Tegus does best
- Search more than 300,000 investor-led insights covering over 29,000 companies.
- Commission custom calls with pre-qualified experts.
- Use AlphaSense Generative Search, Deep Research, workflow agents, summaries, and topic tags across transcripts, filings, financial data, broker research, and market intelligence.
- Search across company filings and transcripts with watchlists, email alerts, downloadable tables, historical table comparisons, and filing workflow tools.
- Use more than 4,000 pre-built Canalyst models, Excel models, DCF, LBO, and M&A templates through the Tegus Excel Add-in.
All details
Every attribute we track for Koyfin and Tegus.ShowHide
All details
| 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 | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Excel Add-in |
Export formats | CSVImagePDF | Excel |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Status page |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | AI summaries: Transcripts |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | AlphaSense, Inc. / TegusCountry: United StatesSupport: Email |
Curation ratings | Not specified | Methodology 4/5Reliability 5/5UX 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“BamSEC Free” |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $828/yr≈ $69/mo“BamSEC Pro” |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| 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“AlphaSense Tegus Expert Insights” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Koyfin and Tegus?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Tegus puts more weight on transcripts, improved filings, and financials. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Tegus cost?
Good news: both Koyfin and Tegus have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Koyfin or Tegus?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Tegus if you'd rather have improved filings and research templates. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Tegus cover?
Both cover stocks. Koyfin also handles ETFs, mutual funds, and closed-end funds.
Does Koyfin or Tegus have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Tegus 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 Tegus?
Yes, both export to spreadsheets (Koyfin: CSV; Tegus: Excel), which is handy if you like running your own numbers.
Can Koyfin or Tegus connect to my broker?
Koyfin syncs with brokers automatically. With Tegus, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Tegus?
Koyfin has a stock screener for surfacing ideas; Tegus doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Tegus?
Koyfin handles portfolio tracking. Tegus is really a research tool; you'd track your portfolio elsewhere.
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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.