Tool Comparison
Koyfin vs Value Sense
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want ETF screeners, correlation, and portfolio.
- Paid from
- $15/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $15/mo instead of $39/mo
- You want stock ideas, backtesting, and stock comparison.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Koyfin if
Koyfin
Free • From $468/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want ETF screeners, correlation, and portfolio.
Pick Value Sense if
Value Sense
Free • From $15/mo · Web
- You want the cheaper way in: plans start at $15/mo instead of $39/mo
- You want stock ideas, backtesting, and stock comparison.
- 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.
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Our take
The bottom line
Koyfin and Value Sense cover a lot of the same ground (9 shared categories, including screeners, data visualizations, and custom dashboards), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Value Sense's 17, including ETF screeners, correlation, and portfolio, plus a mobile app. Value Sense counters by starting cheaper at $15/mo.
What readers say
Koyfin
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Value Sense
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Key differences at a glance
- Cheaper paid plan
- Value Sense$15/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 17 categories
- Mobile app
- Koyfin
- Real-time data
- Koyfin
- Asset coverage
- KoyfinAdds ETFs and mutual funds
- Free plan
- Both
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 Value Sense does best
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $468/yr | Free • From $15/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 16 limits: Starter: annual billing usd: 129, Starter: stock views per week: 25 +14 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, Value Investors +1 more |
Categories covered | 20 | 17 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| 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 | Ranking backtests and AI summaries: Transcripts |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Value Sense |
Standout features
The best features of Koyfin and Value Sense.ShowHide
Standout features
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 Value Sense does best
- The stock screener supports presets, saved filters, and historical testing on Pro and higher plans.
- Valuation pages include DCF, relative value, reverse DCF, Peter Lynch fair value, and earnings-power approaches.
- Fundamental charts compare companies and metrics across annual, quarterly, and trailing periods.
- Company pages include financial statements, ratios, KPIs, segments, estimates, dividends, and earnings surprises.
- Earnings tools include call summaries, sentiment scores, focus areas, transcripts, and investor presentations.
All details
Every attribute we track for Koyfin and Value Sense.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersValue InvestorsAnalysts |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
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 | ExcelImagePDF |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Ranking backtestsAI summaries: Transcripts |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | VALUESENSE INCCountry: USASupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Free |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $15/mo“Starter”annual billing usd: 129 · stock views per week: 25 · +5 more |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $29/mo“Pro”annual billing usd: 189 · stock views: Unlimited · +6 more |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | Contact sales“ValueQuant Strategy”pricing model: Book demo / free trial |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Koyfin and Value Sense?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Value Sense puts more weight on stock ideas, screeners, and backtesting. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Value Sense cost?
Good news: both Koyfin and Value Sense 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 Sense on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Value Sense doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or Value Sense?
It depends on what you're after. Pick Koyfin if ETF screeners and correlation matter to you; go with Value Sense if you'd rather have stock ideas and backtesting. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Value Sense cover?
Both cover stocks. Koyfin also handles ETFs, mutual funds, and closed-end funds.
Does Koyfin or Value Sense have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Value Sense 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.
Can I export data from Koyfin and Value Sense?
Yes, both export to spreadsheets (Koyfin: CSV; Value Sense: Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Koyfin or Value Sense?
Both Koyfin and Value Sense 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 Sense?
Koyfin handles portfolio tracking. Value Sense is really a research tool; you'd track your portfolio elsewhere.
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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.