★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs TradeBB
Koyfin
Best for screeners and ETF screeners
Free • From $39/mo
TradeBB
Best for broker connectors
Free
Koyfin
Best for screeners and ETF screeners
Free • From $39/mo
TradeBB
Best for broker connectors
Free
Outbound links may include affiliate or sponsor codes.
The verdict
The bottom line
Koyfin and TradeBB cover a lot of the same ground (2 shared categories, data visualizations and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to TradeBB's 3, including screeners, ETF screeners, and custom dashboards, plus a mobile app. TradeBB counters by being completely free.
Key differences at a glance
- Mobile app
- Koyfin
- Broader coverage
- Koyfin20 vs 3 categories
- Real-time data
- Koyfin
- Broker sync
- Koyfin
- Free plan
- Both
Choose
Koyfin if…
- 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 TradeBB doesn't offer
Choose
TradeBB if…
- You care about broker connectors, something Koyfin doesn't offer
- You trade often and need tooling built for speed
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 | No |
Integrations | Schwab, Altruist +6 more | Any Broker (AI), MetaTrader 4 +21 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +2 more |
Categories covered | 20 | 3 |
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 | — |
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 | 3 signals: Encryption at rest, Encryption in transit +1 more |
| Try it | Visit Koyfin | Visit TradeBB |
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 TradeBB does best
- Journal stocks, options, futures, forex, and crypto trades in one web workspace.
- Import trades from official broker or exchange exports, structured templates, manual entry, or the Any Broker AI parser for unsupported CSV and Excel files.
- Review performance metrics such as total gross and net P&L, win rate, profit factor, per-trade expectancy, average holding time, and time-of-day or duration analytics.
- Use standardized trade-log fields for symbol, side, entry and exit time, prices, quantity, net P&L, return, duration, winners, losers, and open-trade summaries.
- Review daily performance through a Daily Journal workflow with per-day stats and add/view journal entries.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksOptionsFuturesCurrenciesCryptos |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailDay TradersSwing Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | CSVManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Any Broker (AI)MetaTrader 4MetaTrader 5TradeLockercTraderTradovateInteractive BrokersCharles Schwab+15 more |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Encryption at restEncryption in transitRole-based access |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Not specified |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | TradeBBSupport: Email and Forum |
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
2Where the two tools cover the same ground.
Koyfin strengths
18TradeBB strengths
1What you only get with TradeBB.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Koyfin and TradeBB?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while TradeBB puts more weight on portfolio, data visualizations, and broker connectors. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and TradeBB cost?
Good news: both Koyfin and TradeBB have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or TradeBB on my phone?
Koyfin lists a dedicated mobile app, so it travels better. TradeBB doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or TradeBB?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with TradeBB if you'd rather have broker connectors. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and TradeBB cover?
Both cover stocks, currencies, futures, and cryptos. Koyfin also handles ETFs, mutual funds, and closed-end funds. TradeBB adds options on top.
Does Koyfin or TradeBB have real-time data?
Koyfin offers real-time data, which matters if you trade actively. TradeBB 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 TradeBB?
Koyfin exports to CSV. TradeBB is stingier about getting data out.
Can Koyfin or TradeBB connect to my broker?
Koyfin syncs with brokers automatically. With TradeBB, you're entering holdings by hand or importing files.
Is Koyfin or TradeBB better for day trading?
TradeBB is the one positioned more for active traders. Koyfin is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: Koyfin or TradeBB?
Koyfin has a stock screener for surfacing ideas; TradeBB doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or TradeBB?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.