Tool Comparison
Koyfin vs The Ledger Terminal
- Paid from
- $468/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want ETF screeners, custom dashboards, and correlation.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want stock ideas, stock comparison, and scores.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Koyfin if
Koyfin
Free • From $468/yr, billed annually · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want ETF screeners, custom dashboards, and correlation.
Pick The Ledger Terminal if
The Ledger Terminal
Free • Paid plans available · Web
- You want stock ideas, stock comparison, and scores.
- You're a long-term investor who cares more about fundamentals than headlines
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 The Ledger Terminal cover a lot of the same ground (7 shared categories, including screeners, data visualizations, and watchlist), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to The Ledger Terminal's 17, including ETF screeners, custom dashboards, and correlation, plus a mobile app. The Ledger Terminal counters by keeping things simpler.
What readers say
Koyfin
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The Ledger Terminal
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Key differences at a glance
- Real-time data
- Koyfin
- Free trial
- The Ledger Terminal7 days
- Broader coverage
- Koyfin20 vs 17 categories
- Mobile app
- Koyfin
- Broker sync
- Koyfin
- Asset coverage
- KoyfinAdds ETFs and mutual funds
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 The Ledger Terminal does best
- Direct access to one-page stock tearsheets that combine business description, historical financials, valuation visuals, quality checks, SEC filing links, and relevant news.
- More than 10,000 US stocks, plus UK companies sourced from ESEF filings.
- Review SEC EDGAR-derived financial-statement history with source filing links, automated QA checks, annual and quarterly data, and trailing twelve months where available.
- Log-scale valuation charts to compare price against fair value views such as P/E, P/FCF, P/CF, and P/OE owner earnings.
- Support for applying a 9-point quality checklist covering profitability, growth, capital efficiency, shareholder returns, fair value, and balance-sheet health.
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 | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 7 limits: Free: anonymous daily stock views: 1, Free: authenticated daily stock views: 6 +5 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | SEC EDGAR source links and Third-party financial data |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +7 more |
Categories covered | 20 | 17 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | 3 partners: SEC EDGAR, Third-party financial data +1 more |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | Universe builder and Factors: Value, Quality, Growth, and Size |
Security | 4 signals: SOC2, Data residency: US +2 more | Data residency: EU and Other and Encryption in transit |
| Try it | Visit Koyfin | Visit The Ledger Terminal |
Standout features
The best features of Koyfin and The Ledger Terminal.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 The Ledger Terminal does best
- Direct access to one-page stock tearsheets that combine business description, historical financials, valuation visuals, quality checks, SEC filing links, and relevant news.
- More than 10,000 US stocks, plus UK companies sourced from ESEF filings.
- Review SEC EDGAR-derived financial-statement history with source filing links, automated QA checks, annual and quarterly data, and trailing twelve months where available.
- Log-scale valuation charts to compare price against fair value views such as P/E, P/FCF, P/CF, and P/OE owner earnings.
- Support for applying a 9-point quality checklist covering profitability, growth, capital efficiency, shareholder returns, fair value, and balance-sheet health.
All details
Every attribute we track for Koyfin and The Ledger Terminal.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 | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsGrowth InvestorsDividend InvestorsAnalysts+1 more |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Identifiers: Ticker | Countries: US and GBIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | VendorModel |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | SEC EDGARThird-party financial dataFinancial outlets and wire services |
| Access & integrations | ||
Import methods | ManualCSVCustodian | Manual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | SEC EDGAR source linksThird-party financial data |
Export formats | CSVImagePDF | Excel |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Data residency: EU and OtherEncryption in transit |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderFactors: Value, Quality, Growth, and Size |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | The Ledger TerminalCountry: PortugalSupport: Email |
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 | Freeanonymous daily stock views: 1 · authenticated daily stock views: 6 · +2 more |
| Entry paid plan | $468/yrBilled annually≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | SubscriptionBilled annually“Pro (Annual)”annual renewal usd: 144 · financial history years: 15 · +1 more |
| Tier 2 | $948/yrBilled annually≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| Tier 3 | $2508/yrBilled annually≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yrBilled annually≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Koyfin and The Ledger Terminal?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while The Ledger Terminal puts more weight on stock ideas, screeners, and stock comparison. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and The Ledger Terminal cost?
Good news: both Koyfin and The Ledger Terminal have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or The Ledger Terminal on my phone?
Koyfin lists a dedicated mobile app, so it travels better. The Ledger Terminal doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or The Ledger Terminal?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with The Ledger Terminal if you'd rather have stock ideas and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and The Ledger Terminal cover?
Both cover stocks. Koyfin also handles ETFs, mutual funds, and closed-end funds.
Does Koyfin or The Ledger Terminal have real-time data?
Koyfin offers real-time data, which matters if you trade actively. The Ledger Terminal 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 The Ledger Terminal?
Yes, both export to spreadsheets (Koyfin: CSV; The Ledger Terminal: Excel), which is handy if you like running your own numbers.
Can Koyfin or The Ledger Terminal connect to my broker?
Koyfin syncs with brokers automatically. With The Ledger Terminal, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or The Ledger Terminal?
Both Koyfin and The Ledger Terminal 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 The Ledger Terminal?
Koyfin handles portfolio tracking. The Ledger Terminal is really a research tool; you'd track your portfolio elsewhere.
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