★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: TradeBB checked August 4, 2026
Tool Comparison
Koyfin vs TradeBB
Start here
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, ETF screeners, and custom dashboards, things TradeBB doesn't offer
Pick TradeBB instead if
TradeBB
Free • From $240/yr · Web
- You want the cheaper way in: plans start at $20/mo instead of $39/mo
- You care about broker connectors, something Koyfin doesn't offer
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 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 starting cheaper at $20/mo.
What readers say
Koyfin
Vote once to reveal the community verdict.
TradeBB
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- TradeBB$20/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 3 categories
- Mobile app
- Koyfin
- Real-time data
- Koyfin
- Free plan
- Both
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 • From $240/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | Free: active trade datasets: 1 |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | Interactive Brokers, Charles Schwab +12 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 | Broker sync |
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 |
Where each one shines
What Koyfin and TradeBB each do best.ShowHide
Where each one shines
What Koyfin and TradeBB 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 TradeBB does best
- Journal stocks, options, futures, forex, and other supported trades in one web workspace.
- Import support for trades through selected read-only broker connections or trade file uploads when direct sync is not available.
- Views for reviewing performance metrics such as gross and net P&L, net return, drawdown, win rate, profit factor, expectancy, trading costs, and time-based reports where available.
- Standardized trade-log fields for symbol, side, entry and exit time, prices, quantity, net P&L, return, duration, winners, losers, and open-trade summaries.
- Views for reviewing daily performance through a Daily Journal workflow with per-day stats and add/view journal entries.
Every detail we compared
Every tracked attribute for Koyfin and TradeBB, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and TradeBB, side by side.| 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 | CSVBrokerOAuthManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Interactive BrokersCharles SchwabFidelityTradeStationTradovateNinjaTraderRobinhoodWebull+6 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 | Broker sync |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | TradeBBSupport: Email and Forum |
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 | Freeactive trade datasets: 1 |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $240/yr≈ $20/mo“TradeBB Annual Pro” |
| 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 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?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
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.
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.