★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Total Real Returns
Start here
Koyfin
Best for screeners and ETF screeners
Free • From $39/mo · Web · Mobile · 75% positive (24 votes)
- You do a lot of your research from your phone
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, ETF screeners, and custom dashboards, things Total Real Returns doesn't offer
Pick Total Real Returns instead if
Total Real Returns
Best for risk metrics
Free · Web
- You care about risk metrics, something 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.
The verdict
The bottom line
Koyfin simply does more: 20 categories to Total Real Returns's 2, including screeners, ETF screeners, and custom dashboards, plus a mobile app. Total Real Returns counters by being completely free. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
Key differences at a glance
- Mobile app
- Koyfin
- Broader coverage
- Koyfin20 vs 2 categories
- Real-time data
- Koyfin
- Asset coverage
- KoyfinAdds closed-end funds and bonds
- Free plan
- Both
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | — |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 2 |
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 | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | — |
Security | 4 signals: SOC2, Data residency: US +2 more | Status page |
| Try it | Visit Koyfin | Visit Total Real Returns |
Standout features
What Koyfin does best
- Build customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screen 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.
- Use advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Track portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What Total Real Returns does best
- Chart CPI-U inflation-adjusted total real returns with dividends reinvested for supported tickers.
- Toggle between real purchasing-power dollars and nominal total-return dollars.
- Compare multiple symbols on one chart with comma-separated ticker entry.
- Use custom date ranges and normalization modes such as Start=1, End=1, IPO=1, and Off.
- Review per-symbol performance tables with total return, annualized or exponential trendline rates, R-squared, and growth of $10,000.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
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 | Not specified |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Status page |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Not specified |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +5 more
- financials years: 10
- estimates years: 10
- +5 more
- alerts: 500
- custom securities: Unlimited
- alerts: 500
- reports per month: 10
- +2 more
- alerts: 500
- reports per month: 200
- +2 more
Free
Lower starting price
Plans & pricing
Pricing not published
Coverage overlap
Shared categories
1Where the two tools cover the same ground.
Koyfin strengths
19Total Real Returns strengths
1What you only get with Total Real Returns.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Koyfin and Total Real Returns?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Total Real Returns puts more weight on data visualizations and risk metrics. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Total Real Returns cost?
Good news: both Koyfin and Total Real Returns have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Koyfin or Total Real Returns?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Koyfin or Total Real Returns on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Total Real Returns doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or Total Real Returns?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Total Real Returns if you'd rather have risk metrics. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Total Real Returns cover?
Both cover stocks, ETFs, mutual funds, and currencies. Koyfin also handles closed-end funds, bonds, and commodities.
Does Koyfin or Total Real Returns have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Total Real Returns 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 Total Real Returns?
Koyfin exports to CSV. Total Real Returns is stingier about getting data out.
Which has a better stock screener: Koyfin or Total Real Returns?
Koyfin has a stock screener for surfacing ideas; Total Real Returns doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Total Real Returns?
Koyfin handles portfolio tracking. Total Real Returns is really a research tool; you'd track your portfolio elsewhere.
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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.