VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Koyfin vs Tradervue
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, ETF screeners, and custom dashboards.
Pick Tradervue if
Tradervue
Free • From $29.95/mo · Web
- You want the cheaper way in: plans start at $29.95/mo instead of $39/mo
- You want risk metrics, APIs & data feeds, and broker connectors.
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 Tradervue 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 Tradervue's 5, including screeners, ETF screeners, and custom dashboards, plus a mobile app. Tradervue counters by starting cheaper at $29.95/mo.
What readers say
Koyfin
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Tradervue
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Key differences at a glance
- Cheaper paid plan
- Tradervue$29.95/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 5 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 $468/yr | Free • From $29.95/mo |
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 | Yes |
Integrations | Schwab, Altruist +6 more | Interactive Brokers, TD Ameritrade / thinkorswim +5 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 5 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 3 signals: Granularity: Minute and EOD, Adjustments: Splits +1 more |
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 | — |
| Try it | Visit Koyfin | Visit Tradervue |
Where each one shines
What Koyfin and Tradervue each do best.ShowHide
Where each one shines
What Koyfin and Tradervue 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 Tradervue does best
- Importing and reviewing trades across stocks, ETFs, futures, forex, and options, with options support available on paid tiers.
- CSV or XLSX templates and Broker Sync integrations for daily or near real-time updates from supported brokers.
- Review auto-generated trade charts with entries and exits across multiple timeframes down to one minute.
- TradingView-powered charting, drawing tools, studies, and symbol comparisons on Silver and Gold plans.
- Performance analysis with more than 100 reports, drill-down views, and MFE/MAE metrics on paid plans.
Every detail we compared
Every tracked attribute for Koyfin and Tradervue, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Tradervue, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsOptionsFuturesCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data granularity | Not specified | MinuteEOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | CSVManualBrokerOAuth |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Interactive BrokersTD Ameritrade / thinkorswimE*TRADELightspeedRobinhoodDAS Trader ProSterling Trader Pro |
Export formats | CSVImagePDF | CSV |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Broker sync |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | SureSwift Capital, Inc.Support: Email |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 4/5 |
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 |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $29.95/mo“Silver” |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $49.95/mo“Gold” |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
Questions we keep getting
What's the difference between Koyfin and Tradervue?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Tradervue puts more weight on portfolio, risk metrics, and data visualizations. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Tradervue cost?
Good news: both Koyfin and Tradervue have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or Tradervue on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Tradervue doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or Tradervue?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Tradervue if you'd rather have risk metrics and APIs & data feeds. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Tradervue cover?
Both cover stocks, ETFs, currencies, and futures. Koyfin also handles mutual funds, closed-end funds, and bonds. Tradervue adds options on top.
Does Koyfin or Tradervue have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Tradervue 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 Tradervue?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or Tradervue connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Koyfin or Tradervue?
Koyfin has a stock screener for surfacing ideas; Tradervue doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Tradervue?
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.