★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Winus checked August 4, 2026
Tool Comparison
Koyfin vs Winus
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You care about screeners, ETF screeners, and data visualizations, things Winus doesn't offer
Pick Winus if
Winus
Free • From $29/mo · Web
- You want the cheaper way in: plans start at $29/mo instead of $39/mo
- You care about AI chat, education, and macro data, things Koyfin doesn't offer
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 Winus cover a lot of the same ground (2 shared categories, financials and AI research), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Winus's 5, including screeners, ETF screeners, and data visualizations, plus a mobile app. Winus counters by starting cheaper at $29/mo.
What readers say
Koyfin
Vote once to reveal the community verdict.
Winus
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Key differences at a glance
- Cheaper paid plan
- Winus$29/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 5 categories
- Mobile app
- Koyfin
- 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 $29/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 10 limits: Free (early stage): daily credits: 400, Free (early stage): concurrent tasks: 1 +8 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | — |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Institutional Investors, Analysts +2 more |
Categories covered | 20 | 5 |
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 | — |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | — |
Security | 4 signals: SOC2, Data residency: US +2 more | 4 signals: Data residency: US, EU, and Other, Encryption at rest +2 more |
| Try it | Visit Koyfin | Visit Winus |
Where each one shines
What Koyfin and Winus each do best.ShowHide
Where each one shines
What Koyfin and Winus 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 Winus does best
- Support for asking financial research questions through AI chat and Deep Research workflows designed for finance use cases.
- AI Check to review outputs and supporting sources before relying on an answer in an investment memo or research workflow.
- Tools for running AI Agent tasks for repeatable finance work such as company research, market monitoring, reporting, and follow-up analysis.
- Tools for creating, sharing, and deploying reusable financial AI Skills when a team wants repeatable prompts and workflows rather than one-off chats.
- Research coverage for equities and fundamentals alongside public examples covering ROE trends, bonds, options concepts, macro data, and multi-asset market context.
Every detail we compared
Every tracked attribute for Koyfin and Winus, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Winus, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksBondsETFsOptionsCommoditiesCurrenciesReal Estate |
Experience | BeginnerIntermediateAdvanced | BeginnerAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Institutional InvestorsAnalystsFinancial AdvisorsRetail Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Not specified |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
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 | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Data residency: US, EU, and OtherEncryption at restEncryption in transitRole-based access |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Not specified |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | FIINOO TECHNOLOGY SDN. BHD.Country: MalaysiaFounded 2022Support: 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“Free (early stage)”daily credits: 400 · concurrent tasks: 1 · +1 more |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $29/mo“Plus”daily credits: 400 · monthly credits: 2,900 · +2 more |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | — |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | — |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | Contact sales“Pro”daily credits: 400 · concurrent tasks: 10 · +1 more |
Questions we keep getting
What's the difference between Koyfin and Winus?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Winus puts more weight on AI research, AI chat, and education. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Winus cost?
Good news: both Koyfin and Winus have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or Winus on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Winus doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or Winus?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Winus if you'd rather have AI chat and education. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Winus cover?
Both cover stocks, ETFs, bonds, and currencies. Koyfin also handles mutual funds, closed-end funds, and futures. Winus adds options and real estate on top.
Does Koyfin or Winus have real-time data?
Koyfin offers real-time data, which matters if you trade actively. Winus 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 Winus?
Koyfin exports to CSV. Winus is stingier about getting data out.
Which has a better stock screener: Koyfin or Winus?
Koyfin has a stock screener for surfacing ideas; Winus doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Winus?
Koyfin handles portfolio tracking. Winus is really a research tool; you'd track your portfolio elsewhere.
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.