VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Tool details checked August 23, 2026
Tool Comparison
Koyfin vs WallStreetZen
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, data visualizations, and custom dashboards.
Pick WallStreetZen if
WallStreetZen
Free • From $234/yr · Web
- You want the cheaper way in: plans start at $19.5/mo instead of $39/mo
- 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 starting cheaper at $19.5/mo.
What readers say
Koyfin
No votes yet. Cast the first one.
WallStreetZen
No votes yet. Cast the first one.
Key differences at a glance
- Cheaper paid plan
- WallStreetZen$19.5/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 13 categories
- Mobile app
- Koyfin
- Real-time data
- Koyfin
- Broker sync
- Koyfin
- Global coverage
- Koyfin
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 $468/yr | Free • From $234/yr |
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 |
Where each one shines
What Koyfin and WallStreetZen each do best.ShowHide
Where each one shines
What Koyfin and WallStreetZen 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 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.
Every detail we compared
Every tracked attribute for Koyfin and WallStreetZen, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and WallStreetZen, side by side.| 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.
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“Basic”due diligence stocks: 10 · analyst performance pages: 5 · +2 more |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $234/yr≈ $19.50/mo“Premium”trial: $1 for 14 days · money back guarantee days: 90 · +1 more |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| 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” | — |
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.
Keep researching
More comparisons to check
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.