★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Tegus checked August 4, 2026
Tool Comparison
Koyfin vs Tegus
Pick Koyfin if
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 $69/mo
- Delayed quotes won't cut it; you need real-time data
Pick Tegus if
Tegus
From $69/mo · Web · Mobile
- You care about improved filings, research templates, and sheets / excel add-ins, things Koyfin doesn't offer
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 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
Vote once to reveal the community verdict.
Tegus
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Key differences at a glance
- Free plan
- Koyfin
- 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
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 $69/mo |
Free tier | Yes | No |
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 |
Where each one shines
What Koyfin and Tegus each do best.ShowHide
Where each one shines
What Koyfin and Tegus 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 Tegus does best
- Search tools across a Tegus Expert Insights library positioned at 250,000+ proprietary interviews, with some 2026 materials referencing 260,000+ expert transcripts.
- Commission custom expert calls with pre-qualified experts and human-led or AI interviewer options where available.
- AlphaSense Generative Search, Deep Research, workflow agents, AI summaries, topic tagging, and synthesis across transcripts, filings, financial data, broker research, and market intelligence.
- Search tools across company filings and transcripts with watchlists, email alerts, downloadable tables, historical table comparisons, and filing workflow tools.
- 4,000+ pre-built global fundamental models, analyst-built Excel models, DCF, LBO, M&A templates, and one-click updates through the Tegus Excel Add-in.
Every detail we compared
Every tracked attribute for Koyfin and Tegus, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Tegus, side by side.| 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.
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 | $69/mo“BamSEC Pro” |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | Subscription |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
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.
Is Koyfin or Tegus free to use?
Koyfin has a free tier, so you can get started without paying anything. Tegus 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 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.
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.