VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Wednesday, December 10, 2025

Tool Comparison

Koyfin vs Trendlyne comparison

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

Quick takeaways

Koyfin adds ETF Screeners, Stock Comparison, Money Flow, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Education, Videos, Blogs, and Custom Dashboards coverage that Trendlyne skips.

Trendlyne includes Options & Derivatives, Investor Holdings, Acquisitions, IPO, Scores, Insider Data, Institutional Data, Sheets / Excel Add-ins, and Broker Connectors categories that Koyfin omits.

In depth comparison

Koyfin logo

Koyfin

koyfin.com

Editor’s pick Hands-on review

Multi‑asset web and mobile analytics terminal for global markets. Free plan includes My Portfolios, short financial history and a small number of watchlists/screens/dashboards. Plus unlocks long‑history financials & estimates, ETF holdings, stock/ETF screeners and full news/filings/transcripts. Premium adds advanced My Portfolio analytics, unlimited custom data & formulas and ETF valuation. Advisor Core/Pro add model & client portfolios, mutual fund data & screeners, client proposals/reports and custodian/PMS integrations (with more integrations, short/leveraged models, PDF statement upload and custom report pages on Advisor Pro). No public data API; downloads are limited to non‑fundamental data by vendor licensing.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

  • Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks.
  • Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries.
  • Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace.
  • Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
  • Company and fund research including financial statement review, dividend and earnings history snapshots, ETF and mutual fund holdings, valuation metrics and percentile ranks, plus analyst estimates, forecasts, ratings and price targets powered by S&P Capital IQ.

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Trendlyne logo

Trendlyne

trendlyne.com

Hands-on review

Equity research and portfolio platform with coverage of both India and US markets. Screener alerts, backtests, and data downloads are tiered by plan-for example, screener alerts refresh as often as every 15 minutes on Pro/Pro Plus, backtest limits range from 200 to 1200 per year, and data exports expand from 2,000 rows to unlimited. Excel and Google Sheets integration is available on higher plans, with global access on Pro Plus. Broker sync works with major Indian brokers, and transcripts include AI summaries for faster digestion.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

  • Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
  • Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
  • Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
  • DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
  • Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers.

Community votes (overall)

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Where they differ

Koyfin

Distinct strengths include:

  • Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks.
  • Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries.
  • Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace.
  • Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.

Trendlyne

Distinct strengths include:

  • Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
  • Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
  • Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
  • DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.

Feature-by-feature breakdown

AttributeKoyfinTrendlyne
Categories

Which research workflows each platform targets

Shared: Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, News, Alerts, Calendar, Dividends, Splits, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts

Unique: ETF Screeners, Stock Comparison, Money Flow, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Education, Videos, Blogs, Custom Dashboards

Shared: Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, News, Alerts, Calendar, Dividends, Splits, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts

Unique: Options & Derivatives, Investor Holdings, Acquisitions, IPO, Scores, Insider Data, Institutional Data, Sheets / Excel Add-ins, Broker Connectors

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos, Futures, Funds

Stocks, Mutual Funds, Options, Futures

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile

Web, Mobile

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks.
  • Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries.
  • Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace.
  • Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
  • Company and fund research including financial statement review, dividend and earnings history snapshots, ETF and mutual fund holdings, valuation metrics and percentile ranks, plus analyst estimates, forecasts, ratings and price targets powered by S&P Capital IQ.
  • Portfolio workflows: watchlist‑based portfolio tracking, a dedicated My Portfolio module with multi‑account and lot‑level P&L (including FX‑adjusted returns), model portfolios, client portfolios, portfolio exposure snapshots and dedicated earnings/news feeds tied to holdings.

Unique

  • Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
  • Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
  • Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
  • DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
  • Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers.
  • Excel Connect and Google Sheets add-ins to pull live data directly into spreadsheets-available by plan, with full India+US coverage on Pro Plus.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do Koyfin and Trendlyne both support?

Both platforms cover Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, News, Alerts, Calendar, Dividends, Splits, Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, and Transcripts workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Koyfin and Trendlyne require subscriptions?

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

How can you access Koyfin and Trendlyne?

Both Koyfin and Trendlyne support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Koyfin differentiates itself with Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., whereas Trendlyne stands out for Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..

Keep exploring

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.