★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Trackinsight checked August 4, 2026
Tool Comparison
Koyfin vs Trackinsight
Pick Koyfin if
Koyfin
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, custom dashboards, and correlation, things Trackinsight doesn't offer
Pick Trackinsight if
Trackinsight
Free • Contact for pricing · Web · API
- You want an API so you can script or automate things
- You care about ETF comparison, ETF factors, and backtesting, things Koyfin doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Koyfin and Trackinsight cover a lot of the same ground (6 shared categories, including ETF screeners, data visualizations, and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Trackinsight's 14, including screeners, custom dashboards, and correlation, plus a mobile app. Trackinsight counters by being completely free.
What readers say
Koyfin
Vote once to reveal the community verdict.
Trackinsight
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Key differences at a glance
- Real-time data
- Koyfin
- Broader coverage
- Koyfin20 vs 14 categories
- Mobile app
- Koyfin
- API access
- Trackinsight
- Broker sync
- Koyfin
- Asset coverage
- KoyfinAdds stocks and mutual funds
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • Contact for pricing |
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 | Yes |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +5 more |
Categories covered | 20 | 14 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | 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 | Latency: End of Day and Granularity: EOD |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | Nasdaq Data Link |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 3 signals: Universe builder, Factor exposure +1 more |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Trackinsight |
Where each one shines
What Koyfin and Trackinsight each do best.ShowHide
Where each one shines
What Koyfin and Trackinsight each do best.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 Trackinsight does best
- Screening for a global ETF and ETP universe with filters for objectives, regions, themes, ESG characteristics, benchmarks, and other fund attributes.
- Comparison tools for ETFs side by side on replication method, Trackinsight replication rating, tracking error and difference, performance, costs, and sustainability metrics.
- Tools for creating personal ETF lists to monitor funds through a watchlist-style workflow before narrowing the research set.
- ETF Portfolio Insights for portfolio-level performance, exposure, factor, risk, optimization, and backtesting workflows where included by account or package.
- Research coverage for ESG ETFs through ESG-focused screens, scores, strategies, SFDR categories, SDG alignment, news, and educational content.
Every detail we compared
Every tracked attribute for Koyfin and Trackinsight, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Trackinsight, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | ETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsAnalystsFinancial Advisors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPACLatAmMiddle EastAfrica |
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 | Nasdaq Data Link |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyDocs |
Import methods | ManualCSVCustodian | Manual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderFactor exposurePortfolio factor exposure |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | TrackinsightCountry: FranceFounded 2014 |
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.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Free“Essentials” |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | — |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | Contact sales“Enterprise” |
Questions we keep getting
What's the difference between Koyfin and Trackinsight?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Trackinsight puts more weight on ETF screeners, ETF comparison, and ETF analysis. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Trackinsight cost?
Good news: both Koyfin and Trackinsight have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or Trackinsight on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Trackinsight doesn't list a dedicated mobile app; its documented access is web and API.
Does Koyfin or Trackinsight have an API?
Trackinsight has an API for programmatic access and custom integrations. Koyfin doesn't, so you're working through its interface.
Should I choose Koyfin or Trackinsight?
It depends on what you're after. Pick Koyfin if screeners and custom dashboards matter to you; go with Trackinsight if you'd rather have ETF comparison and ETF factors. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Trackinsight cover?
Both cover ETFs. Koyfin also handles stocks, mutual funds, and closed-end funds.
Does Koyfin or Trackinsight have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Trackinsight 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 Trackinsight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or Trackinsight connect to my broker?
Koyfin syncs with brokers automatically. With Trackinsight, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Trackinsight?
Both Koyfin and Trackinsight include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Koyfin or Trackinsight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
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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.