BEST INVESTING TOOLS COMPARISON

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Checked Aug 23 to Sep 24, 2026

Tool Comparison

Koyfin vs TIKR

Paid from
$468/yr, billed annually
Free plan
Yes
Platforms
Web, Mobile

Billing and tier differ. Some global equity financials and estimates cannot be downloaded.

Best if

  • You want market dashboards and financial charts around your watchlist.
  • You want portfolio analytics or eligible advisor reporting alongside research.
Paid from
$24.95/mo, billed monthly
Free plan
Yes
Platforms
Web

Check billing commitment, history, screen allowances, and refund eligibility for your selected tier.

Best if

  • You want a statement-led routine for evaluating companies.
  • You want paid valuation models, global equities, and deeper research history.

Pick Koyfin if

Koyfin logo

Koyfin

koyfin.comTested

Free • From $468/yr, billed annually · Web · Mobile

Billing and tier differ. Some global equity financials and estimates cannot be downloaded.

  • You want market dashboards and financial charts around your watchlist.
  • You want portfolio analytics or eligible advisor reporting alongside research.

Pick TIKR if

TIKR logo

TIKR

tikr.comTested

Free • From $24.95/mo, billed monthly · Web

Check billing commitment, history, screen allowances, and refund eligibility for your selected tier.

  • You want a statement-led routine for evaluating companies.
  • You want paid valuation models, global equities, and deeper research history.

Skip both if: Neither one clicks with how you research; there are strong third options.

See alternatives

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Our take

The bottom line

If you want to move between markets, charts, and portfolio views, start with Koyfin. If you want to work through a company's financial trends and valuation assumptions, start with TIKR. Check the geography, history, and download rights needed for your research before upgrading.

What readers say

Koyfin

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TIKR

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Key differences at a glance

Cross-market dashboards
KoyfinMarkets, charts, and watchlists together
Guided valuation models
TIKRPlus adds model settings
Portfolio and advisor views
KoyfinPremium analytics and eligible Advisor tools
Fundamental stock research
BothFinancials, estimates, screens, and transcripts
See the full side-by-side table
Koyfin logo

What Koyfin does best

  • Market dashboards

    Combine global markets, watchlists, charts, and news.

  • Flexible charts

    Plot technicals, valuation measures, and analyst targets.

  • Company research

    Compare financials, estimates, filings, and earnings transcripts.

  • Portfolio analytics

    Track holdings; Premium adds advanced portfolio views.

TIKR logo

What TIKR does best

  • Financial statements

    Compare income, balance-sheet, cash-flow, and ratio history.

  • Analyst estimates

    Review forward expectations within plan-based forecast horizons.

  • Valuation models

    Plus adds guided and advanced model settings.

  • Transcript research

    Review call history; Pro adds searchable deeper archives.

Side by side

Attribute
Pricing & plans
Starting price
Free • From $468/yr, billed annually
Free • From $24.95/mo, billed monthly
Free tier
Yes
Yes
Free trial
—
—
Platforms & access
Web app
Yes
Yes
Mobile app
Yes
No
API access
No
No
Broker sync
Yes
No
Integrations
No public API; eligible Advisor connections
Browser research; eligible paid exports
Coverage & data
Asset types
StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more
Stocks
Target audience
Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers
Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsAnalystsFinancial Advisors+1 more
Data freshness
Real-time15-min DelayedEnd of Day
Not specified
Export formats
CSVImagePDF
Excel

Pricing comparison

Free plan
Free
Free
Entry paid plan
$468/yrBilled annually≈ $39/mo“Plus”
$24.95/moBilled monthly“Plus”
Tier 2
$948/yrBilled annually≈ $79/mo“Premium”
$54.95/moBilled monthly“Pro”
Tier 3
$2508/yrBilled annually≈ $209/mo“Advisor Core”
$119.95/moBilled monthly“Ultimate”
Top plan
$3588/yrBilled annually≈ $299/mo“Advisor Pro”
—
Custom / enterprise
Contact sales“Teams”
—

See for yourself

Side by side

Price, platforms, data, and market coverage.
Show
Side-by-side comparison of Koyfin and TIKR
Attribute
Koyfin logo
Koyfin
TIKR logo
TIKR
Pricing & plans
Starting price
Free • From $468/yr, billed annuallyFree • From $24.95/mo, billed monthly
Free tier
YesYes
Free trial
——
Plan limits
History, analytics, and Advisor tools varyFree is U.S.-only; global coverage is paid
Platforms & access
Web app
YesYes
Mobile app
YesNo
API access
NoNo
Broker sync
YesNo
Integrations
No public API; eligible Advisor connectionsBrowser research; eligible paid exports
Audience & fit
Experience level
Beginner, Intermediate, AdvancedBeginner, Intermediate, Advanced
Best for
Market dashboards and portfolio contextStatement-led equity and valuation research
Categories covered
2018
Regions
North America, Europe, APAC, LatAm, Middle East, AfricaNorth America, Europe, APAC, LatAm, Middle East, Africa
Data & capabilities
Data quality
Feed timing and download rights varyHistory and forecast horizons depend on tier
Data partners
6 partners: S&P Global Market Intelligence, Morningstar +4 more4 partners: S&P Global Market Intelligence, Morningstar +2 more
Capabilities
Markets, charts, screens, and portfolio viewsFinancials, estimates, models, and transcripts
Security
4 signals: SOC2, Data residency: US +2 more—
Try itVisit KoyfinVisit TIKR

Standout features

The best features of Koyfin and TIKR.
Show
Koyfin logo

What Koyfin does best

  • Market dashboards

    Combine global markets, watchlists, charts, and news.

  • Flexible charts

    Plot technicals, valuation measures, and analyst targets.

  • Company research

    Compare financials, estimates, filings, and earnings transcripts.

  • Portfolio analytics

    Track holdings; Premium adds advanced portfolio views.

TIKR logo

What TIKR does best

  • Financial statements

    Compare income, balance-sheet, cash-flow, and ratio history.

  • Analyst estimates

    Review forward expectations within plan-based forecast horizons.

  • Valuation models

    Plus adds guided and advanced model settings.

  • Transcript research

    Review call history; Pro adds searchable deeper archives.

All details

Every attribute we track for Koyfin and TIKR.
Show
Attribute
Koyfin logo
Koyfin
TIKR logo
TIKR
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 InvestorsGrowth InvestorsDividend InvestorsAnalystsFinancial Advisors+1 more
Regions
North AmericaEuropeAPACLatAmMiddle EastAfrica
North AmericaEuropeAPACLatAmMiddle EastAfrica
Coverage details
Identifiers: Ticker
Identifiers: Ticker
Data
Data freshness
Real-time15-min DelayedEnd of Day
Not specified
Data partners
S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io
S&P Global Market IntelligenceMorningstarReutersFinancial Modeling Prep
Access & integrations
Import methods
ManualCSVCustodian
Not specified
Integrations
SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar
Not specified
Export formats
CSVImagePDF
Excel
Plans & trust
Security & compliance
SOC2Data residency: USEncryption at restEncryption in transit
Not specified
Capability signals
Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting
Universe builder
Vendor & support
Koyfin, Inc.Country: United StatesFounded 2016Support: Email
TIKRSupport: Email

Green tags are exclusive to that tool in this comparison.

Pricing

Plans, billing, free trials, and monthly prices.
Show
Plan-by-plan pricing comparison of Koyfin and TIKR
Tier
Koyfin logo
Koyfin
TIKR logo
TIKR
Free plan
Freewatchlists: 2 · screens: 2 · +5 more
Freegeographic coverage: US only · financial history years: 5 · +3 more
Entry paid plan
$468/yrBilled annually≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more
$24.95/moBilled monthly“Plus”geographic coverage: Global · financial history years: 10 · +7 more
Tier 2
$948/yrBilled annually≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited
$54.95/moBilled monthly“Pro”geographic coverage: Global · financial history years: 10 · +7 more
Tier 3
$2508/yrBilled annually≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more
$119.95/moBilled monthly“Ultimate”geographic coverage: Global · financial history years: 30 · +6 more
Top plan
$3588/yrBilled annually≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more
—
Custom / enterprise
Contact sales“Teams”
—

Questions we keep getting

Does TIKR's free tier include global stocks?

No. The reviewed free tier is limited to U.S. equities. Paid plans add global company coverage and more history or research capacity. Confirm the companies and exchanges relevant to your shortlist.

Can both support fundamental company research?

Yes. Both provide financial statements, estimates, screens, and transcripts. Koyfin puts that research within visual market and portfolio dashboards; TIKR centers its routine on equity financials and valuation assumptions.

Which fits portfolio or advisor reporting?

Koyfin is the more direct fit here: Premium adds advanced portfolio views, while eligible Advisor plans add client portfolios, integrations, and reports. TIKR's reviewed offering centers on company research rather than those client workflows.

Can I download all the data into my own models?

Do not assume so. Koyfin restricts some global equity financials and estimates. TIKR's eligible exports depend on plan and partner rights. Neither publishes a public API in the reviewed records.

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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.