Koyfin adds Portfolio, Watchlist, Screeners, ETF Screeners, Financials, Dividends, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Overlap, Short Interest, Alerts, Calendar, Data Visualizations, Yield Curves, GDP, Interest Rates, Inflation Rates, and Unemployment Rates coverage that Wall St. Rank skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, December 7, 2025
Tool Comparison
Koyfin vs Wall St. Rank comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Wall St. Rank includes Institutional Data, 13F, Investor Holdings, News Sentiment, and Data APIs categories that Koyfin omits.
Koyfin has a free tier, while Wall St. Rank requires a paid plan.
Koyfin ships a mobile app. Wall St. Rank is web/desktop only.
In depth comparison
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.
Categories
PortfolioWatchlistScreenersETF ScreenersFinancialsDividendsAnalyst ForecastsAnalyst RecommendationsAnalyst Price TargetsTranscriptsETF OverviewETF PerformanceETF HoldingsETF FundamentalsETF ValuationETF OverlapShort InterestNewsAlertsCalendarData VisualizationsYield CurvesGDPInterest RatesInflation RatesUnemployment Rates
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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Wall St. Rank
wallstrank.com
Fund‑ and analyst‑consensus explorer with an API. Core pillars: 13F‑based fund portfolios & trends (incl. new/closed/increased/reduced positions and calls/puts), analyst ratings & price‑target feed with firm/analyst profiles, news sentiment views, plus a quarterly ‘Fund Manager Index.’ Strong for event‑ and consensus‑driven equity research; not a broker/execution or factor backtesting tool.
Categories
Platforms
WebAPI
Pricing
Subscription
Quick highlights
- Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts).
- Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings.
- Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views.
- WSR Indexes: a Fund Manager Index rebalanced the day after the 46th‑day 13F deadline; Analyst Index ‘coming soon’.
- Rankings pages for stocks/ETFs (e.g., market cap, price movers) and news sentiment visualizations.
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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.
Wall St. Rank
Distinct strengths include:
- Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts).
- Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings.
- Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views.
- WSR Indexes: a Fund Manager Index rebalanced the day after the 46th‑day 13F deadline; Analyst Index ‘coming soon’.
Feature-by-feature breakdown
| Attribute | Koyfin | Wall St. Rank |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, News Unique: Portfolio, Watchlist, Screeners, ETF Screeners, Financials, Dividends, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, ETF Overlap, Short Interest, Alerts, Calendar, Data Visualizations, Yield Curves, GDP, Interest Rates, Inflation Rates, Unemployment Rates | Shared: Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, News Unique: Institutional Data, 13F, Investor Holdings, News Sentiment, Data APIs |
Asset types Supported asset classes and universes | Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Futures, Commodities, Currencies, Cryptos, Options, Funds | Stocks, ETFs, Options |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile | Web, API |
Pricing High-level pricing models | Free, Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Wall St. Rank both support?
Both platforms cover Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, and News 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 Wall St. Rank 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 Wall St. Rank 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 Wall St. Rank stands out for Fund Manager Portfolios: browse holdings & stats for the largest funds and ‘superinvestors’ across quarters (AUM filters, turnover, holdings counts)., Fund Trends: aggregate ‘common fund bets,’ largest buys/sells, and options exposures (calls/puts) derived from filings., and Analyst Intelligence: live ratings & price‑target feed; analyst and research‑firm profiles; ‘Analyst Upside’ consensus views..
Keep exploring
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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.