VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

Koyfin vs Trefis comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Koyfin adds Screeners, ETF Screeners, News, Alerts, Calendar, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Watchlist, Portfolio, Short Interest, and Dividends coverage that Trefis skips.

Trefis includes Valuation Models, Stock Comparison, Blogs, and Custom Dashboards categories that Koyfin omits.

Koyfin highlights: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..

Trefis is known for: Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..

Koyfin ships a mobile app. Trefis is web/desktop only.

Koyfin

koyfin.com

Editor’s pick Hands-on review

Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features.

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Trefis

trefis.com

Interactive valuation platform where you can build, adjust, and share stock models. It supports a full Excel round-trip (download your scenarios into Excel; upload spreadsheets back into Trefis to auto-generate dashboards). Models can be exported to PDF, Excel, or image. Market data and consensus EPS come from QuoteMedia, with a disclosed 15–20 minute exchange delay. Both free and paid plans are available.

Platforms

Web

Pricing

Free

Subscription

Quick highlights

Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
Export reports, charts, and scenarios as PDF, Excel, or image files.
Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
Peer and ratio comparison tools make it easy to benchmark companies against competitors.

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Data Visualizations, and Financials.

Where they differ

Koyfin

Distinct strengths include:

Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).

Trefis

Distinct strengths include:

Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
Export reports, charts, and scenarios as PDF, Excel, or image files.
Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.

Feature-by-feature breakdown

Attribute	Koyfin	Trefis
Categories Which research workflows each platform targets	Shared: Data Visualizations, Financials Unique: Screeners, ETF Screeners, News, Alerts, Calendar, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Watchlist, Portfolio, Short Interest, Dividends	Shared: Data Visualizations, Financials Unique: Valuation Models, Stock Comparison, Blogs, Custom Dashboards
Asset types Supported asset classes and universes	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos	Stocks
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison. Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day. Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted. Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited). Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features. Portfolio and Model Portfolios with analytics including performance, drawdown, beta, and correlations. Advisor plans include client-ready PDF reports with tiered monthly limits.	Unique Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios. Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. Export reports, charts, and scenarios as PDF, Excel, or image files. Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share. Peer and ratio comparison tools make it easy to benchmark companies against competitors. Embeddable charts and forecast widgets available for both free and paid users.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Koyfin and Trefis both support?

Both platforms cover Data Visualizations, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Koyfin and Trefis require subscriptions?

Both Koyfin and Trefis keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Koyfin ships a dedicated mobile experience, while Trefis focuses on web or desktop access.

What unique strengths set the two platforms apart?

Koyfin differentiates itself with Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., whereas Trefis stands out for Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..

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