Koyfin adds Screeners, ETF Screeners, Data Visualizations, News, Alerts, Financials, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Watchlist, Portfolio, Short Interest, and Dividends coverage that The Zen of Investing skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
Koyfin vs The Zen of Investing comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
The Zen of Investing includes Spin-offs, and Blogs categories that Koyfin omits.
Koyfin highlights: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
The Zen of Investing is known for: Covers U.S. spinoffs and select international cases, with a clear focus on special situations., “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings., and “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks..
Koyfin ships a mobile app. The Zen of Investing is web/desktop only.
Koyfin
koyfin.com
Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.
Categories
Platforms
Pricing
Quick highlights
- Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
- Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
- Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
- Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
- Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features.
Community votes (overall)
The Zen of Investing
thezenofinvesting.com
A free, niche site dedicated to spinoffs and special situations. It maintains curated lists of upcoming and recent spinoffs, often linking directly to investor decks, prospectuses, and filings. The site also offers RSS feeds for SEC prospectus and tender-offer filings, making it a useful resource for event-driven investors. No subscriptions, paywalls, or API access are offered.
Platforms
Pricing
Quick highlights
- Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
- “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
- “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
- Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.
- Publishes RSS feeds that surface SEC prospectus and tender-offer filings for easy monitoring.
Community votes (overall)
Shared focus areas
1 overlapBoth tools cover this research theme.
Where they differ
Koyfin
Distinct strengths include:
- Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
- Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
- Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
- Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
The Zen of Investing
Distinct strengths include:
- Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
- “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
- “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
- Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.
Feature-by-feature breakdown
Attribute | Koyfin | The Zen of Investing |
---|---|---|
Categories Which research workflows each platform targets | Shared: Calendar Unique: Screeners, ETF Screeners, Data Visualizations, News, Alerts, Financials, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Watchlist, Portfolio, Short Interest, Dividends | Shared: Calendar Unique: Spin-offs, Blogs |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos | Stocks |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile | Web |
Pricing High-level pricing models | Free, Subscription | Free |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do Koyfin and The Zen of Investing both support?
Both platforms cover Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Koyfin and The Zen of Investing require subscriptions?
Both Koyfin and The Zen of Investing keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Koyfin ships a dedicated mobile experience, while The Zen of Investing focuses on web or desktop access.
What unique strengths set the two platforms apart?
Koyfin differentiates itself with Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., whereas The Zen of Investing stands out for Covers U.S. spinoffs and select international cases, with a clear focus on special situations., “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings., and “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks..
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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.