★ BEST INVESTING TOOLS COMPARISON ★

Checking

Source check: Total Real Returns checked August 4, 2026

Tool Comparison

Koyfin vs Total Real Returns

Most versatile pick

Start here

Koyfin logo

Koyfin

koyfin.comTested

Free • From $39/mo · Web · Mobile

  • Delayed quotes won't cut it; you need real-time data
  • You do a lot of your research from your phone
  • 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 logo

Total Real Returns

totalrealreturns.com

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 alternatives

Outbound links may include affiliate or sponsor codes.

Our take

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.

What readers say

Koyfin

Vote once to reveal the community verdict.

Total Real Returns

Vote once to reveal the community verdict.

Key differences at a glance

Real-time data
Koyfin
Broader coverage
Koyfin20 vs 2 categories
Mobile app
Koyfin
Asset coverage
KoyfinAdds closed-end funds and bonds
Free plan
Both
See the full side-by-side table

See for yourself

How they stack up

The side-by-side table: pricing, platforms, data, and coverage at a glance.
Show
Side-by-side comparison of Koyfin and Total Real Returns
Attribute
Koyfin logo
Koyfin
Total Real Returns logo
Total Real Returns
Pricing & plans
Starting price
Free • From $39/moFree
Free tier
YesYes
Free trial
Plan limits
24 limits: Free: watchlists: 2, Free: screens: 2 +22 more
Platforms & access
Web app
YesYes
Mobile app
YesNo
API access
NoNo
Broker sync
Yes
Integrations
Schwab, Altruist +6 more
Audience & fit
Experience level
Beginner, Intermediate, AdvancedBeginner, Intermediate
Best for
Retail Traders, Pro Retail +6 more
Categories covered
202
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: TotalReturn3 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 moreStatus page
Try itVisit KoyfinVisit Total Real Returns

Where each one shines

What Koyfin and Total Real Returns each do best.
Show
Koyfin logo

What Koyfin does best

  1. Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
  2. 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.
  3. Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
  4. 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.
  5. Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
Total Real Returns logo

What Total Real Returns does best

  1. Chart CPI-U inflation-adjusted total real returns with dividends reinvested for supported tickers.
  2. Toggle between real purchasing-power dollars and nominal total-return dollars.
  3. Comparison tools for multiple symbols on one chart with comma-separated ticker entry.
  4. Custom date ranges and normalization modes such as Start=1, End=1, IPO=1, and Off.
  5. Views for reviewing per-symbol performance tables with total return, annualized or exponential trendline rates, R-squared, and growth of $10,000.

Every detail we compared

Every tracked attribute for Koyfin and Total Real Returns, side by side.
Show
Attribute
Koyfin logo
Koyfin
Total Real Returns logo
Total Real Returns
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.

What you'll actually pay

Plans, billing, trials, and per-month pricing for both tools.
Show
Plan-by-plan pricing comparison of Koyfin and Total Real Returns
Tier
Koyfin logo
Koyfin
Total Real Returns logo
Total Real ReturnsCheaper start
Free plan
Freewatchlists: 2 · screens: 2 · +5 more
Entry paid plan
$39/moPlusfinancials years: 10 · estimates years: 10 · +5 more
Tier 2
$79/moPremiumalerts: 500 · custom securities: Unlimited
Tier 3
$209/moAdvisor Corealerts: 500 · reports per month: 10 · +2 more
Top plan
$299/moAdvisor Proalerts: 500 · reports per month: 200 · +2 more
Custom / enterprise
Contact salesTeams

Questions we keep getting

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.

Feedback

Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.

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.