★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Value Line
Koyfin
Best for ETF screeners and custom dashboards
Free • From $39/mo
Value Line
Best for stock ideas and scores
Free • From $199/yr
Koyfin
Best for ETF screeners and custom dashboards
Free • From $39/mo
Value Line
Best for stock ideas and scores
Free • From $199/yr
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The verdict
The bottom line
Koyfin and Value Line cover a lot of the same ground (8 shared categories, including screeners, data visualizations, and watchlist), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Value Line's 12, including ETF screeners, custom dashboards, and correlation, plus a mobile app. Value Line counters by starting cheaper at $16.58/mo.
Key differences at a glance
- Mobile app
- Koyfin
- Cheaper paid plan
- Value Line$16.58/mo vs $39/mo
- Free trial
- Value Line14 days
- Broader coverage
- Koyfin20 vs 12 categories
- Real-time data
- Koyfin
- Global coverage
- Koyfin
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 ETF screeners, custom dashboards, and correlation, things Value Line doesn't offer
Choose
Value Line if…
- You want the cheaper way in: plans start at $16.58/mo instead of $39/mo
- You care about stock ideas, scores, and options, 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 • From $199/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 6 limits: Investment Survey - Smart Investor (Digital): saved screener searches: 10, Investment Survey - Smart Investor (Digital): watchlists: 3 +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | — |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +3 more |
Categories covered | 20 | 12 |
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 | — |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | Universe builder |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Value Line |
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 Value Line does best
- Use Value Line equity reports for current and historical financials, analyst commentary, 3- to 5-year projections, target ranges, and company context.
- Review proprietary Timeliness and Safety ranks as Value Line research inputs rather than standalone buy or sell instructions.
- Use digital equity package tools such as stock screeners, saved searches, watchlists, alerts, customizable templates, charting, and model portfolios where included.
- Choose among Smart Investor, Investor 600, Savvy Investor, and other equity services depending on coverage universe and tool needs.
- Use separate Fund Advisor, ETF, Options Survey, and selection-service products when fund, ETF, options, or newsletter-style recommendations are the focus.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsOptions |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue InvestorsDividend Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| 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 | Universe builder |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Value Line, Inc.Founded 1931 |
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
$199/yr
Lower starting price
Plans & pricing
- saved screener searches: 10
- watchlists: 3
- +4 more
Coverage overlap
Shared categories
8Where the two tools cover the same ground.
Koyfin strengths
12Value Line strengths
4What you only get with Value Line.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Koyfin and Value Line?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Value Line puts more weight on screeners, stock ideas, and watchlist. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Value Line cost?
Good news: both Koyfin and Value Line have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or Value Line on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Value Line doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or Value Line?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with Value Line if you'd rather have stock ideas and scores. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Value Line cover?
Both cover stocks, ETFs, and mutual funds. Koyfin also handles closed-end funds, bonds, and currencies. Value Line adds options on top.
Does Koyfin or Value Line have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Value Line 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 Value Line?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Value Line is more region-specific, mainly North America.
Can I export data from Koyfin and Value Line?
Koyfin exports to CSV. Value Line is stingier about getting data out.
Which has a better stock screener: Koyfin or Value Line?
Both Koyfin and Value Line 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 Value Line?
Koyfin handles portfolio tracking. Value Line is really a research tool; you'd track your portfolio elsewhere.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.