★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Winus
Koyfin
Best for screeners and ETF screeners
Free • From $39/mo
Winus
Best for AI chat and education
Free • From $29/mo
Koyfin
Best for screeners and ETF screeners
Free • From $39/mo
Winus
Best for AI chat and education
Free • From $29/mo
Outbound links may include affiliate or sponsor codes.
The verdict
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.
Key differences at a glance
- Mobile app
- Koyfin
- Cheaper paid plan
- Winus$29/mo vs $39/mo
- Broader coverage
- Koyfin20 vs 5 categories
- Real-time data
- Koyfin
- Free plan
- Both
Choose
Koyfin if…
- You do a lot of your research from your phone
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, ETF screeners, and data visualizations, things Winus doesn't offer
Choose
Winus if…
- 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
Comparison snapshot
| 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 |
Standout features
What Koyfin does best
- Build customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screen 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.
- Use advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Track portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
What Winus does best
- Ask financial research questions through AI chat and Deep Research workflows designed for finance use cases.
- Use AI Check to review outputs and supporting sources before relying on an answer in an investment memo or research workflow.
- Run AI Agent tasks for repeatable finance work such as company research, market monitoring, reporting, and follow-up analysis.
- Create, share, and deploy reusable financial AI Skills when a team wants repeatable prompts and workflows rather than one-off chats.
- Research equities and fundamentals alongside public examples covering ROE trends, bonds, options concepts, macro data, and multi-asset market context.
Data & access details
| 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.
Pricing breakdown
$39/mo
Starting price
Plans & pricing
- watchlists: 2
- screens: 2
- +5 more
- financials years: 10
- estimates years: 10
- +5 more
- alerts: 500
- custom securities: Unlimited
- alerts: 500
- reports per month: 10
- +2 more
- alerts: 500
- reports per month: 200
- +2 more
$29/mo
Lower starting price
Plans & pricing
- daily credits: 400
- concurrent tasks: 1
- +1 more
- daily credits: 400
- monthly credits: 2,900
- +2 more
- daily credits: 400
- concurrent tasks: 10
- +1 more
Coverage overlap
Shared categories
2Where the two tools cover the same ground.
Koyfin strengths
18Winus strengths
3What you only get with Winus.
Community category leaders
Vote sentiment comparison
Loading sentiment chart...
Frequently Asked Questions
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.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
Keep Exploring
Global rankings of the highest-rated tools across all categories.
Ranked list of companies with durable competitive advantages.
Proven models entering their growth phase with solid economics.
Track votes, sentiment, and engagement across the community.
Learn moat types, red flags, and real-company examples.
Browse other head-to-head tool comparisons and alternatives.
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.