Koyfin vs Trefis comparison

Koyfin focuses on Screeners, ETF Screeners, and Data Visualizations while Trefis specializes in Valuation Models, Financials, and Data Visualizations. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Good news—both Koyfin and Trefis offer free plans. You can try each platform without commitment and only pay when you need premium features.

Koyfin has a mobile app so you can check your research on the go. Trefis is web-only, so you'll need a browser to access it from mobile devices.

Choose Koyfin if you need Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., and Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.. Go with Trefis if Interactive “what-if” stock models - adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., and Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. better fits how you invest.

Both cover Stocks. Koyfin also includes ETFs, Mutual Funds, Closed-End Funds, Bonds, Currencies, Commodities, Futures, and Cryptos.

Koyfin offers real-time data feeds, which is essential for active traders. Trefis uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Trefis supports data exports to Excel, PDF, and Image. Koyfin has more limited export options.

Koyfin connects with brokers for portfolio syncing. Trefis requires manual portfolio entry or data import.

Koyfin includes a stock screener for finding investment ideas. Trefis focuses on other analytical tools.

Koyfin offers portfolio tracking features. Trefis is more focused on research and analysis.