★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Wealthfolio checked July 22, 2026
Tool Comparison
Koyfin vs Wealthfolio
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, ETF screeners, and correlation, things Wealthfolio doesn't offer
Pick Wealthfolio if
Wealthfolio
Free • From $3.99/mo · Desktop · Mobile · Web
- You want the cheaper way in: plans start at $3.99/mo instead of $39/mo
- You care about performance attribution, risk metrics, and monte carlo, things 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 Wealthfolio cover a lot of the same ground (3 shared categories, data visualizations, custom dashboards, and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Wealthfolio's 8, including screeners, ETF screeners, and correlation. Wealthfolio counters by starting cheaper at $3.99/mo.
What readers say
Koyfin
Vote once to reveal the community verdict.
Wealthfolio
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Wealthfolio$3.99/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 8 categories
- Desktop app
- Wealthfolio
- Real-time data
- 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 • From $3.99/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 6 limits: Core app: broker sync: Not included, Core app: device sync: Not included +4 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +3 more |
Categories covered | 20 | 8 |
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 | Pricing: Vendor and Manual and Multi-currency |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | SnapTrade |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 7 signals: Performance attribution, Monte Carlo +5 more |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Wealthfolio |
Where each one shines
What Koyfin and Wealthfolio each do best.ShowHide
Where each one shines
What Koyfin and Wealthfolio 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 Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
Every detail we compared
Every tracked attribute for Koyfin and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Wealthfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Pricing sources | Not specified | VendorManual |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | SnapTrade |
| Access & integrations | ||
Import methods | ManualCSVCustodian | CSVBrokerOAuthManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | SnapTradeDocker |
Export formats | CSVImagePDF | CSVJSON |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Teymz Inc.Country: CanadaSupport: Email and Forum |
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“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $7.99/mo“Connect Essentials”institution connections: 5 |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $12.99/mo“Connect Duo”institution connections: 12 |
| 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 Wealthfolio?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Wealthfolio cost?
Good news: both Koyfin and Wealthfolio have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Koyfin or Wealthfolio?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Wealthfolio if you'd rather have performance attribution and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Wealthfolio cover?
Both cover stocks, ETFs, mutual funds, and bonds. Koyfin also handles closed-end funds, commodities, and futures. Wealthfolio adds real estate and other on top.
Does Koyfin or Wealthfolio have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Wealthfolio 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 Wealthfolio?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or Wealthfolio connect to my broker?
Yes, both connect to brokers, so your portfolio syncs automatically instead of you keying in every trade.
Which has a better stock screener: Koyfin or Wealthfolio?
Koyfin has a stock screener for surfacing ideas; Wealthfolio doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Wealthfolio?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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.