Koyfin adds Portfolio, ETF Screeners, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Overlap, Short Interest, Alerts, Calendar, Data Visualizations, Yield Curves, GDP, Interest Rates, Inflation Rates, and Unemployment Rates coverage that TIKR skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, December 4, 2025
Tool Comparison
Koyfin vs TIKR comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
TIKR includes Investor Holdings, and Valuation Models categories that Koyfin omits.
Koyfin ships a mobile app. TIKR is web/desktop only.
In depth comparison
Koyfin
koyfin.com
Editor’s pick Hands-on review
Web-first research & portfolio-analytics terminal with global multi-asset coverage, advanced charting, powerful screeners, and advisor-focused model/client portfolio tooling. Strong for fundamental and macro workflows across stocks, ETFs, mutual funds and global yields, with custodian integrations and client-reporting features on advisor tiers. No public data API; data exports are constrained by vendor licenses.
Categories
PortfolioWatchlistScreenersETF ScreenersFinancialsDividendsAnalyst ForecastsAnalyst RecommendationsAnalyst Price TargetsTranscriptsETF OverviewETF PerformanceETF HoldingsETF FundamentalsETF ValuationETF OverlapShort InterestNewsAlertsCalendarData VisualizationsYield CurvesGDPInterest RatesInflation RatesUnemployment Rates
Platforms
WebMobile
Pricing
FreeSubscription
Quick highlights
- Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal.
- Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts.
- Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R².
- Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.
- Custom Formulas and Custom Data Series to build derived columns in tables and ingest external price series (e.g., private funds, real estate, custom indices) that plug into charts, watchlists, portfolios and exposures.
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TIKR
tikr.com
Editor’s pick Hands-on review
A global equities research terminal and screener covering more than 100,000 stocks. Free plans are limited to US coverage, while Plus expands to global markets with 10 years of history, and Pro extends to 20 years, five years of analyst estimates, full transcript history with search, Excel exports, and deep fund ownership search. The platform is web-only, with no public API or dedicated mobile app.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges.
- Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates).
- Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ.
- Transcript access by tier: 90 days (Free), three years (Plus), or full searchable history (Pro).
- Ownership data includes Top 40 “guru” funds on Free, with Pro unlocking 10,000+ fund filings and international disclosures.
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Where they differ
Koyfin
Distinct strengths include:
PortfolioETF ScreenersETF OverviewETF PerformanceETF HoldingsETF FundamentalsETF ValuationETF Overlap
- Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal.
- Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts.
- Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R².
- Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.
TIKR
Distinct strengths include:
- Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges.
- Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates).
- Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ.
- Transcript access by tier: 90 days (Free), three years (Plus), or full searchable history (Pro).
Feature-by-feature breakdown
| Attribute | Koyfin | TIKR |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Watchlist, Screeners, Financials, Dividends, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts, News Unique: Portfolio, ETF Screeners, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Overlap, Short Interest, Alerts, Calendar, Data Visualizations, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates | Shared: Watchlist, Screeners, Financials, Dividends, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts, News Unique: Investor Holdings, Valuation Models |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Futures, Commodities, Currencies, Cryptos, Options, Funds | 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, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Highlighted |
Frequently Asked Questions
Which workflows do Koyfin and TIKR both support?
Both platforms cover Watchlist, Screeners, Financials, Dividends, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts, and News workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do Koyfin and TIKR require subscriptions?
Both Koyfin and TIKR 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 TIKR focuses on web or desktop access.
What unique strengths set the two platforms apart?
Koyfin differentiates itself with Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal., Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts., and Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R²., whereas TIKR stands out for Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges., Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates)., and Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ..
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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.