★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Validea checked June 25, 2026
Tool Comparison
Koyfin vs Validea
Koyfin
Best for data visualizations and custom dashboards
Free • From $39/mo
Validea
Best for stock ideas and quant
Free • Contact for pricing
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The verdict
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.
Key differences at a glance
- Mobile app
- Koyfin
- Broader coverage
- Koyfin20 vs 15 categories
- Real-time data
- Koyfin
- Broker sync
- Koyfin
- Global coverage
- Koyfin
- Asset coverage
- KoyfinAdds mutual funds and closed-end funds
Choose
Koyfin if…
- You do a lot of your research from your phone
- Delayed quotes won't cut it; you need real-time data
- You care about data visualizations, custom dashboards, and watchlist, things Validea doesn't offer
- You're newer to investing and want something approachable
Choose
Validea if…
- 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
Comparison snapshot
| 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 |
Standout features
What Koyfin does best
- Build customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screen 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.
- Use advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Track portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What Validea does best
- Review stock portfolios based on Buffett, Graham, Lynch, Piotroski, Greenblatt, O'Shaughnessy, momentum, quality, value, and other strategies.
- Use ETF model portfolios, risk-managed ETF portfolios, sector rotation, factor rotation, and macro/factor approaches.
- Open factor reports, guru analysis, guru stock screeners, ETF factor reports, and ETF factor screeners.
- Use trend following, market valuation, rating changes, strategy/ETF matching, and portfolio correlation tools.
- Browse public popular stock and ETF screens such as high Piotroski F-score, high quality, cheap value, high momentum, and multi-factor screens.
Data & access details
| 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.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +5 more
- financials years: 10
- estimates years: 10
- +5 more
- alerts: 500
- custom securities: Unlimited
- alerts: 500
- reports per month: 10
- +2 more
- alerts: 500
- reports per month: 200
- +2 more
Free
Lower starting price
Plans & pricing
Coverage overlap
Shared categories
7Where the two tools cover the same ground.
Koyfin strengths
13Validea strengths
8What you only get with Validea.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
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.
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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.