★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Valuesider
Start here
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 ETF screeners, custom dashboards, and correlation, things Valuesider doesn't offer
Pick Valuesider instead if
Valuesider
Free · Web
- You care about institutional ownership, something 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 Valuesider cover a lot of the same ground (2 shared categories, screeners and data visualizations), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Valuesider's 3, including ETF screeners, custom dashboards, and correlation, plus a mobile app. Valuesider counters by being completely free.
What readers say
Koyfin
Vote once to reveal the community verdict.
Valuesider
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- Koyfin
- Broader coverage
- Koyfin20 vs 3 categories
- Mobile app
- Koyfin
- Free plan
- Both
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 |
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 | — |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +4 more |
Categories covered | 20 | 3 |
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 | Adjustments: Splits |
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 Valuesider |
Where each one shines
What Koyfin and Valuesider each do best.ShowHide
Where each one shines
What Koyfin and Valuesider 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 Valuesider does best
- Browsing access to tracked value-investor and superinvestor portfolios with quarter-by-quarter holdings and activity from SEC 13F filings.
- Views for reviewing homepage summaries such as top owned securities, top buys, top sells, and biggest aggregated investments across tracked gurus.
- The Holdings Screener to filter the aggregate guru portfolio by ownership, number of gurus, security type, and portfolio-impact fields.
- The Activity Screener to analyze aggregated buy and sell changes across investors and quarter windows.
- Export support for screener results to XLSX, XLS, or CSV for offline research notes and spreadsheets.
Every detail we compared
Every tracked attribute for Koyfin and Valuesider, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Valuesider, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailValue InvestorsLong-term InvestorsAnalystsStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and CUSIP |
| 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 | CSVExcel |
| 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 | ValuesiderSupport: 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 |
| 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” | — |
Questions we keep getting
What's the difference between Koyfin and Valuesider?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Valuesider puts more weight on screeners, institutional ownership, and data visualizations. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Valuesider cost?
Good news: both Koyfin and Valuesider 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 Valuesider?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Koyfin or Valuesider on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Valuesider doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or Valuesider?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with Valuesider if you'd rather have institutional ownership. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Valuesider cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. Koyfin also handles bonds, currencies, and commodities. Valuesider adds funds and other on top.
Does Koyfin or Valuesider have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Valuesider 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 Valuesider?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Which has a better stock screener: Koyfin or Valuesider?
Both Koyfin and Valuesider 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 Valuesider?
Koyfin handles portfolio tracking. Valuesider is really a research tool; you'd track your portfolio elsewhere.
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.