★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs YCharts
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $39/mo instead of $250/mo
- Delayed quotes won't cut it; you need real-time data
Pick YCharts if
YCharts
From $3000/yr · Web · Desktop
- You care about stock comparison, ETF comparison, and risk metrics, things Koyfin doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Koyfin and YCharts cover a lot of the same ground (10 shared categories, including screeners, data visualizations, and correlation), so for the basics you won't go far wrong with either. The real difference is focus: only Koyfin gives you ETF screeners and custom dashboards, and only YCharts gives you stock comparison and ETF comparison.
What readers say
Koyfin
Vote once to reveal the community verdict.
YCharts
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Koyfin
- Cheaper paid plan
- Koyfin$39/mo vs $250/mo
- Free trial
- YCharts7 days
- Mobile app
- Koyfin
- Desktop app
- YCharts
- Real-time data
- 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 $39/mo | From $3000/yr |
Free tier | Yes | No |
Free trial | — | 7 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 9 limits: Analyst: additional seat annual usd: 1,500, Presenter: additional seat annual usd: 2,400 +7 more |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | Addepar, Advyzon +12 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Financial Advisors, RIAs / Wealth Firms +2 more |
Categories covered | 20 | 20 |
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 | 3 partners: Morningstar, S&P Global Market Intelligence +1 more |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 6 signals: Stress tests: EquityCrash, Monte Carlo +4 more |
Security | 4 signals: SOC2, Data residency: US +2 more | Status page |
| Try it | Visit Koyfin | Visit YCharts |
Where each one shines
What Koyfin and YCharts each do best.ShowHide
Where each one shines
What Koyfin and YCharts each do best.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 YCharts does best
- Build client-ready charts, scatter plots, technical charts, economic overlays, ratios, spreads, correlations, annotations, and branded visuals.
- Compare stocks, funds, ETFs, portfolios, and models with Comp Tables, custom scoring, exports, and client-ready PDFs.
- Use stock and fund screeners, dashboards, watchlists, alerts, and market-monitoring workflows for advisor and analyst research.
- Create proposals, talking points, report templates, risk profiles, custom disclosures, and firm-branded client materials.
- Use Portfolio Optimizer, Scenarios, Interactive Analysis, Monte Carlo workflows, stress tests, and transition tax analysis where included by tier.
Every detail we compared
Every tracked attribute for Koyfin and YCharts, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and YCharts, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual FundsClosed-End FundsBondsCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Financial AdvisorsRIAs / Wealth FirmsAsset ManagersAnalysts |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and CUSIP |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Not specified |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | MorningstarS&P Global Market IntelligenceMoody's |
| Access & integrations | ||
Import methods | ManualCSVCustodian | CSVCustodianManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | AddeparAdvyzonBlack DiamondBroadridge Wealth AggregationeMoneyFidelityiRebalLPL ClientWorks+6 more |
Export formats | CSVImagePDF | CSVExcelPDF |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Status page |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Stress tests: EquityCrashMonte CarloPortfolio attributionCorrelationModel portfoliosClient reporting |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | YCharts, Inc.Country: United StatesSupport: Email, Phone, and Chat |
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 | — |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $3000/yr≈ $250/mo“Analyst”additional seat annual usd: 1,500 |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $6300/yr≈ $525/mo“Professional”additional seat annual usd: 3,600 |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | Subscription“Presenter”additional seat annual usd: 2,400 |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | Contact sales“Enterprise” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Koyfin and YCharts?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while YCharts puts more weight on screeners, stock comparison, and ETF comparison. They overlap in 10 categories, so for most people it comes down to workflow preference and price.
Is Koyfin or YCharts free to use?
Koyfin has a free tier, so you can get started without paying anything. YCharts is paid-only. If budget matters, start with Koyfin and see how far it takes you before opening your wallet.
Which is better for beginners: Koyfin or YCharts?
Koyfin is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Koyfin or YCharts on my phone?
Koyfin lists a dedicated mobile app, so it travels better. YCharts doesn't list a dedicated mobile app; its documented access is web and desktop.
Should I choose Koyfin or YCharts?
It depends on what you're after. Pick Koyfin if ETF screeners and custom dashboards matter to you; go with YCharts if you'd rather have stock comparison and ETF comparison. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and YCharts cover?
Both cover stocks, ETFs, mutual funds, and closed-end funds. Koyfin also handles currencies, commodities, and futures.
Does Koyfin or YCharts have real-time data?
Koyfin offers real-time data, which matters if you trade actively. YCharts 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 YCharts?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Koyfin or YCharts 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 YCharts?
Both Koyfin and YCharts 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 YCharts?
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.