★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Validea checked August 4, 2026
Tool Comparison
Koyfin vs Validea
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You care about data visualizations, custom dashboards, and watchlist, things Validea doesn't offer
Pick Validea if
Validea
Free • Contact for pricing · Web
- You care about stock ideas, quant, and backtesting, things Koyfin doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
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 Validea cover a lot of the same ground (7 shared categories, including screeners, ETF screeners, and correlation), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Validea's 15, including data visualizations, custom dashboards, and watchlist, plus a mobile app. Validea counters by being completely free.
What readers say
Koyfin
Vote once to reveal the community verdict.
Validea
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Key differences at a glance
- Real-time data
- Koyfin
- Broader coverage
- Koyfin20 vs 15 categories
- Mobile app
- Koyfin
- Broker sync
- Koyfin
- Global coverage
- Koyfin
- Asset coverage
- KoyfinAdds mutual funds and closed-end funds
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 | Free • Contact for pricing |
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 | No |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +5 more |
Categories covered | 20 | 15 |
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 | Latency: End of Day and Granularity: EOD |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | LSEG |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 6 signals: Ranking backtests, Universe builder +4 more |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Validea |
Where each one shines
What Koyfin and Validea each do best.ShowHide
Where each one shines
What Koyfin and Validea 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 Validea does best
- Views for reviewing stock portfolios based on Buffett, Graham, Lynch, Piotroski, Greenblatt, O'Shaughnessy, momentum, quality, value, and other strategies.
- ETF model portfolios, risk-managed ETF portfolios, sector rotation, factor rotation, and macro/factor approaches.
- Direct access to factor reports, guru analysis, guru stock screeners, ETF factor reports, and ETF factor screeners.
- Trend following, market valuation, rating changes, strategy/ETF matching, and portfolio correlation tools.
- Browsing access to public popular stock and ETF screens such as high Piotroski F-score, high quality, cheap value, high momentum, and multi-factor screens.
Every detail we compared
Every tracked attribute for Koyfin and Validea, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Validea, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFs |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsQuants/DevelopersStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | LSEG |
| Access & integrations | ||
Import methods | ManualCSVCustodian | Not specified |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Ranking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, and LowVolFactor exposurePortfolio factor exposureCorrelation |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | The Reese Group, LLCCountry: United StatesSupport: Email |
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“Free public research and newsletter” |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | — |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | Contact sales“Validea Pro / paid access” |
Questions we keep getting
What's the difference between Koyfin and Validea?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Validea puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Validea cost?
Good news: both Koyfin and Validea have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Koyfin or Validea?
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 Validea on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Validea doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or Validea?
It depends on what you're after. Pick Koyfin if data visualizations and custom dashboards matter to you; go with Validea if you'd rather have stock ideas and quant. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Validea cover?
Both cover stocks and ETFs. Koyfin also handles mutual funds, closed-end funds, and bonds.
Does Koyfin or Validea have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Validea 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 Validea?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Validea is more region-specific, mainly North America.
Can I export data from Koyfin and Validea?
Koyfin exports to CSV. Validea is stingier about getting data out.
Can Koyfin or Validea connect to my broker?
Koyfin syncs with brokers automatically. With Validea, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Validea?
Both Koyfin and Validea include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Koyfin or Validea?
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.