VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Saturday, December 6, 2025

Tool Comparison

Koyfin vs Visible Alpha comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Koyfin adds Portfolio, Watchlist, Screeners, ETF Screeners, Dividends, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Overlap, Short Interest, News, Alerts, Calendar, Yield Curves, GDP, Interest Rates, Inflation Rates, and Unemployment Rates coverage that Visible Alpha skips.

Visible Alpha includes Stock Comparison, Data APIs, APIs & SDKs, Sheets / Excel Add-ins, Blogs, and Playbooks & Case Studies categories that Koyfin omits.

Koyfin has a free tier, while Visible Alpha requires a paid plan.

Koyfin ships a mobile app. Visible Alpha is web/desktop only.

In depth comparison

Koyfin logo

Koyfin

koyfin.com

Editor’s pick Hands-on review

Web-first research & portfolio-analytics terminal with global multi-asset coverage, advanced charting, powerful screeners, and advisor-focused model/client portfolio tooling. Strong for fundamental and macro workflows across stocks, ETFs, mutual funds and global yields, with custodian integrations and client-reporting features on advisor tiers. No public data API; data exports are constrained by vendor licenses.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

  • Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal.
  • Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts.
  • Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R².
  • Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.
  • Custom Formulas and Custom Data Series to build derived columns in tables and ingest external price series (e.g., private funds, real estate, custom indices) that plug into charts, watchlists, portfolios and exposures.

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Visible Alpha logo

Visible Alpha

visiblealpha.com

Granular, line‑item consensus from full sell‑side models (7,000+ companies; 250+ contributing brokers) with VA Actuals historicals, Excel add‑in, and enterprise delivery via API/Data Feed/Snowflake. Now part of S&P Global Market Intelligence and available as an add‑on within S&P Capital IQ Pro. Includes modules like Target Price & Ratings and a Line Item Monitor for alerts and revision analysis.

Platforms

WebDesktopAPI

Pricing

Subscription

Quick highlights

  • Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered.
  • VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series.
  • Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app.
  • Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework.
  • Company & Line Item Monitor: alerting on threshold changes, dispersion, trend and revision analysis at the metric level.

Community votes (overall)

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Where they differ

Koyfin

Distinct strengths include:

  • Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal.
  • Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts.
  • Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R².
  • Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.

Visible Alpha

Distinct strengths include:

  • Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered.
  • VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series.
  • Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app.
  • Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework.

Feature-by-feature breakdown

AttributeKoyfinVisible Alpha
Categories

Which research workflows each platform targets

Shared: Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Data Visualizations

Unique: Portfolio, Watchlist, Screeners, ETF Screeners, Dividends, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Overlap, Short Interest, News, Alerts, Calendar, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates

Shared: Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Data Visualizations

Unique: Stock Comparison, Data APIs, APIs & SDKs, Sheets / Excel Add-ins, Blogs, Playbooks & Case Studies

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Futures, Commodities, Currencies, Cryptos, Options, Funds

Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile

Web, Desktop, API

Pricing

High-level pricing models

Free, Subscription

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal.
  • Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts.
  • Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R².
  • Equity Screener with ~100k global stocks and thousands of filters (fundamentals, valuation, growth, estimates, performance, technicals, percentile ranks), plus dedicated ETF and mutual fund screeners.
  • Custom Formulas and Custom Data Series to build derived columns in tables and ingest external price series (e.g., private funds, real estate, custom indices) that plug into charts, watchlists, portfolios and exposures.
  • My Dashboards & Macro Dashboards to assemble fully customizable workspaces mixing graphs, tables, macro tiles, news, transcripts, portfolios and model portfolios.

Unique

  • Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered.
  • VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series.
  • Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app.
  • Target Price & Ratings: consensus rating distributions, target prices and valuation context with an ‘Open Entitlements’ contributor‑visibility framework.
  • Company & Line Item Monitor: alerting on threshold changes, dispersion, trend and revision analysis at the metric level.
  • Enterprise data delivery: REST API for ad‑hoc queries, file‑based data feeds (S3/SFTP), and Snowflake data shares; feeds/cloud updated throughout the day.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do Koyfin and Visible Alpha both support?

Both platforms cover Financials, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, and Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

Koyfin offers a free entry point, while Visible Alpha requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Koyfin ships a dedicated mobile experience, while Visible Alpha focuses on web or desktop access.

What unique strengths set the two platforms apart?

Koyfin differentiates itself with Global multi‑asset coverage for stocks, ETFs, mutual funds, closed‑end funds, indices, FX, futures, government bond yields, commodities, cryptocurrencies and macroeconomic series in a single terminal., Security snapshot pages combining real‑time/15‑minute delayed pricing with financial statements, valuation ratios, analyst estimates, dividend metrics, news, filings, and transcripts., and Historical Graph (G) module for multi‑panel chart layouts, 300+ data fields (price, fundamentals, estimates, flows, technicals), templates, annotations, and scatter plots with regression line & R²., whereas Visible Alpha stands out for Deep, line‑item consensus built from full working sell‑side models; 7,000+ companies, 250+ contributing brokers, 1M+ consensus line items; 170+ industries covered., VA Actuals: stitched historical fundamentals not always disclosed in filings, integrated with forward estimates for seamless time series., and Excel Add‑in with real‑time updating of figures, pre‑built templates, and one‑click tear‑sheets/export from the web app..

Keep exploring

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.