Tool Comparison
Koyfin vs WallStreetZen
Pick Koyfin if
Koyfin
Free • From $468/yr, billed annually · 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, data visualizations, and custom dashboards.
Pick WallStreetZen if
WallStreetZen
Free • From $234/yr, billed annually · Web
- You want a lower paid starting price: $234/yr, billed annually instead of $468/yr, billed annually
- You want stock ideas, top analysts, and scores.
- 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 WallStreetZen cover a lot of the same ground (8 shared categories, including screeners, watchlist, and news), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to WallStreetZen's 13, including ETF screeners, data visualizations, and custom dashboards, plus a mobile app. WallStreetZen counters by offering a lower paid starting price at $234/yr, billed annually.
What readers say
Koyfin
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WallStreetZen
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Key differences at a glance
- Cheaper paid plan
- WallStreetZen$234/yr, billed annually vs $468/yr, billed annually
- Broader coverage
- Koyfin20 vs 13 categories
- Mobile app
- Koyfin
- Real-time data
- Koyfin
- Broker sync
- Koyfin
- Global coverage
- Koyfin
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, billed annually | Free • From $234/yr, billed annually |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 7 limits: Basic: due diligence stocks: 10, Basic: analyst performance pages: 5 +5 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | No |
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 +3 more |
Categories covered | 20 | 13 |
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 | Latency: End of Day and Granularity: EOD |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 3 signals: Universe builder, Factors: Value, Quality, Momentum, and Growth +1 more |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit WallStreetZen |
Standout features
The best features of Koyfin and WallStreetZen.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 WallStreetZen does best
- Zen Ratings to grade stocks from A to F based on 115 factors.
- Premium component grades for value, growth, financials, momentum, sentiment, safety, and AI.
- Lists of A-rated stocks, upgrades, downgrades, and other stock ideas.
- Analyst forecasts with filters based on the analysts' recorded performance.
- A basic screener on the free plan, plus an advanced screener and CSV exports on Premium.
All details
Every attribute we track for Koyfin and WallStreetZen.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | End of Day |
Data granularity | Not specified | EOD |
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 | CSV |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderFactors: Value, Quality, Momentum, and GrowthAI summaries: News |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | WallStreetZenSupport: 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“Basic”due diligence stocks: 10 · analyst performance pages: 5 · +2 more |
| Entry paid plan | $468/yrBilled annually≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $234/yrBilled annually≈ $19.50/mo“Premium”trial: $1 for 14 days · money back guarantee days: 90 · +1 more |
| Tier 2 | $948/yrBilled annually≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| Tier 3 | $2508/yrBilled annually≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $3588/yrBilled annually≈ $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 WallStreetZen?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while WallStreetZen puts more weight on screeners, stock ideas, and top analysts. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and WallStreetZen cost?
Good news: both Koyfin and WallStreetZen 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 WallStreetZen?
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 WallStreetZen on my phone?
Koyfin lists a dedicated mobile app, so it travels better. WallStreetZen doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or WallStreetZen?
It depends on what you're after. Pick Koyfin if ETF screeners and data visualizations matter to you; go with WallStreetZen if you'd rather have stock ideas and top analysts. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and WallStreetZen cover?
Both cover stocks. Koyfin also handles ETFs, mutual funds, and closed-end funds.
Does Koyfin or WallStreetZen have real-time data?
Koyfin offers real-time data, which matters if you trade actively. WallStreetZen 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 WallStreetZen?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. WallStreetZen is more region-specific, mainly North America.
Can I export data from Koyfin and WallStreetZen?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or WallStreetZen connect to my broker?
Koyfin syncs with brokers automatically. With WallStreetZen, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or WallStreetZen?
Both Koyfin and WallStreetZen 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 WallStreetZen?
Koyfin handles portfolio tracking. WallStreetZen is really a research tool; you'd track your portfolio elsewhere.
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