Tool Comparison
Koyfin vs Total Real Returns
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and custom dashboards.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want risk metrics.
Start here
Koyfin
Free • From $468/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and custom dashboards.
Pick Total Real Returns instead if
Total Real Returns
Free · Web
- You want risk metrics.
Skip both if: Neither one clicks with how you research; there are strong third options.
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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
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Total Real Returns
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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 commodities
- Free plan
- Both
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- 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.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- 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.
- Tracking 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.
- Comparison tools for multiple symbols on one chart with comma-separated ticker entry.
- Custom date ranges and normalization modes such as Start=1, End=1, IPO=1, and Off.
- Review total return, annualized and exponential trendline rates, R-squared, and growth of $10,000.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $468/yr | 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
The best features of Koyfin and Total Real Returns.ShowHide
Standout features
What Koyfin does best
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- 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.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- 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.
- Tracking 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.
- Comparison tools for multiple symbols on one chart with comma-separated ticker entry.
- Custom date ranges and normalization modes such as Start=1, End=1, IPO=1, and Off.
- Review total return, annualized and exponential trendline rates, R-squared, and growth of $10,000.
All details
Every attribute we track for Koyfin and Total Real Returns.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsBondsCurrencies |
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
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Free“Public website” |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | — |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
Free alternatives
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 bonds. Koyfin also handles closed-end funds, commodities, and futures.
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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