★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: TradeLog checked July 22, 2026
Tool Comparison
Koyfin vs TradeLog
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Pick TradeLog if
TradeLog
From $219/yr · Desktop
- You want the cheaper way in: plans start at $18.25/mo instead of $39/mo
- You care about tax lots / lot optimization, wash sale detection, and downloadable tax reports, things Koyfin doesn't offer
- You trade often and need tooling built for speed
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 TradeLog 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 TradeLog's 6, including screeners, ETF screeners, and custom dashboards, plus a mobile app. TradeLog counters by starting cheaper at $18.25/mo.
What readers say
Koyfin
Vote once to reveal the community verdict.
TradeLog
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Key differences at a glance
- Free plan
- Koyfin
- Cheaper paid plan
- TradeLog$18.25/mo vs $39/mo
- Free trial
- TradeLog30 days
- Broader coverage
- Koyfin20 vs 6 categories
- Mobile app
- Koyfin
- Desktop app
- TradeLog
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 | From $219/yr |
Free tier | Yes | No |
Free trial | — | 30 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 9 limits: 30-Day Free Trial: finalized tax reports: 0, 30-Day Free Trial: duration days: 30 +7 more |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | Supported broker file imports, BrokerConnect for selected brokers +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +2 more |
Categories covered | 20 | 6 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| 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 | 4 signals: Broker sync, Tax lots +2 more |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit TradeLog |
Where each one shines
What Koyfin and TradeLog each do best.ShowHide
Where each one shines
What Koyfin and TradeLog 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 TradeLog does best
- Maintain one local TradeLog data file per taxpayer and tax year with trade history from multiple brokerage accounts, including IRAs.
- Import actual trade history through supported broker files, selected BrokerConnect connections, Excel-compatible files, or manual entry when the necessary transaction fields are available.
- Identify and adjust wash sales for stocks, options, and short sales across accounts, including IRA wash sales and deferrals carried into the next tax year.
- Generate Form 8949 details for Schedule D after required year-end holdings verification and gross-proceeds reconciliation against broker Forms 1099-B.
- Prepare Form 6781 details for supported Section 1256 contracts and, on Trader or Elite, Form 4797 and Section 481 details for eligible Section 475 mark-to-market traders.
Every detail we compared
Every tracked attribute for Koyfin and TradeLog, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and TradeLog, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsBondsOptionsFuturesCurrenciesCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailDay TradersSwing Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: 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 | Supported broker file importsBrokerConnect for selected brokersTurboTaxTaxActH&R Block |
Export formats | CSVImagePDF | PDF |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Broker syncTax lotsWash sale detectionCost basis: FIFO and SpecificLot |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Cogenta Computing, Inc.Country: United StatesFounded 1999Support: Email and Phone |
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 | — |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $219/yr≈ $18.25/mo“Investor”trade records: 1,500 · included file keys: 1 |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $359/yr≈ $29.92/mo“Trader”trade records: 5,000 · included file keys: 1 |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $459/yr≈ $38.25/mo“Elite”trade records: More than 5,000 · included file keys: 1 |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
| Free trial | — | 30 days |
Questions we keep getting
What's the difference between Koyfin and TradeLog?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while TradeLog puts more weight on portfolio, data visualizations, and tax lots / lot optimization. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or TradeLog free to use?
Koyfin has a free tier, so you can get started without paying anything. TradeLog is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Which is better for beginners: Koyfin or TradeLog?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Koyfin or TradeLog on my phone?
Koyfin lists a dedicated mobile app, so it travels better. TradeLog doesn't list a dedicated mobile app; its documented access is desktop.
Should I choose Koyfin or TradeLog?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with TradeLog if you'd rather have tax lots / lot optimization and wash sale detection. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and TradeLog cover?
Both cover stocks, ETFs, mutual funds, and bonds. Koyfin also handles closed-end funds and commodities. TradeLog adds options on top.
Does Koyfin or TradeLog have real-time data?
Koyfin offers real-time data, which matters if you trade actively. TradeLog 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.
Which covers international markets: Koyfin or TradeLog?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. TradeLog is more region-specific, mainly North America.
Can I export data from Koyfin and TradeLog?
Koyfin exports to CSV. TradeLog is stingier about getting data out.
Can Koyfin or TradeLog connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Is Koyfin or TradeLog better for day trading?
TradeLog 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 TradeLog?
Koyfin has a stock screener for surfacing ideas; TradeLog doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or TradeLog?
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.