★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Trackinsight
Pick Koyfin if
Koyfin
Best for screeners and custom dashboards
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 want the cheaper way in: plans start at $39/mo instead of $416.67/mo
Pick Trackinsight if
Trackinsight
Best for ETF comparison and ETF factors
Free • From $5000/yr · Web · API · 0% positive (1 vote)
- 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.
The verdict
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 keeping things simpler.
Key differences at a glance
- Mobile app
- Koyfin
- Cheaper paid plan
- Koyfin$39/mo vs $416.67/mo
- Broader coverage
- Koyfin20 vs 14 categories
- API access
- Trackinsight
- Real-time data
- Koyfin
- Broker sync
- Koyfin
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $39/mo | Free • From $5000/yr |
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 |
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 Trackinsight does best
- Screen a global ETF and ETP universe with filters for objectives, regions, themes, ESG characteristics, benchmarks, and other fund attributes.
- Compare ETFs side by side on replication method, Trackinsight replication rating, tracking error and difference, performance, costs, and sustainability metrics.
- Create personal ETF lists to monitor funds through a watchlist-style workflow before narrowing the research set.
- Use ETF Portfolio Insights for portfolio-level performance, exposure, factor, risk, optimization, and backtesting workflows where included by account or package.
- Research ESG ETFs through ESG-focused screens, scores, strategies, SFDR categories, SDG alignment, news, and educational content.
Data & access details
| 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.
Pricing breakdown
$39/mo
Lower 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
$5000/yr
Starting price
Plans & pricing
Coverage overlap
Shared categories
6Where the two tools cover the same ground.
Koyfin strengths
14Trackinsight strengths
8What you only get with Trackinsight.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
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.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.