Tool Comparison
Koyfin vs Zacks (Zacks.com)
- Paid from
- $39/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want data visualizations, custom dashboards, and correlation.
- Paid from
- $20.75/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $20.75/mo instead of $39/mo
- You want scores.
Start here
Koyfin
Free • From $468/yr · Web · Mobile
- You want data visualizations, custom dashboards, and correlation.
Pick Zacks (Zacks.com) instead if
Zacks (Zacks.com)
Free • From $249/yr · Web · Mobile
- You want the cheaper way in: plans start at $20.75/mo instead of $39/mo
- You want scores.
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 Zacks (Zacks.com) cover a lot of the same ground (11 shared categories, including screeners, ETF screeners, and portfolio), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Zacks (Zacks.com)'s 12, including data visualizations, custom dashboards, and correlation. Zacks (Zacks.com) counters by starting cheaper at $20.75/mo.
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Key differences at a glance
- Cheaper paid plan
- Zacks (Zacks.com)$20.75/mo vs $39/mo
- Free trial
- Zacks (Zacks.com)30 days
- Broader coverage
- Koyfin20 vs 12 categories
- Broker sync
- Koyfin
- Asset coverage
- KoyfinAdds closed-end funds and bonds
- Free plan
- Both
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 Zacks (Zacks.com) does best
- Zacks Rank scores from #1 to #5 and Zacks Industry Rank on company pages for earnings-revision research.
- Comparison tools for Value, Growth, and Momentum Style Scores alongside the rank when screening or reviewing individual stocks.
- Screening for stocks, ETFs, and mutual funds with hundreds of filters, with 45+ Premium Screens gated behind paid access.
- Direct access to ticker pages with analyst forecasts, earnings estimates, price targets, company research, and related market context.
- Review Price-Consensus-EPS Surprise charts that connect historical estimates, actual earnings, and surprise patterns.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $468/yr | Free • From $249/yr |
Free tier | Yes | Yes |
Free trial | — | 30 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 20 | 12 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | 3 signals: Latency: Real-time and End of Day, Granularity: EOD +1 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | Factors: Value, Momentum, and Growth |
Security | 4 signals: SOC2, Data residency: US +2 more | — |
| Try it | Visit Koyfin | Visit Zacks (Zacks.com) |
Standout features
The best features of Koyfin and Zacks (Zacks.com).ShowHide
Standout features
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 Zacks (Zacks.com) does best
- Zacks Rank scores from #1 to #5 and Zacks Industry Rank on company pages for earnings-revision research.
- Comparison tools for Value, Growth, and Momentum Style Scores alongside the rank when screening or reviewing individual stocks.
- Screening for stocks, ETFs, and mutual funds with hundreds of filters, with 45+ Premium Screens gated behind paid access.
- Direct access to ticker pages with analyst forecasts, earnings estimates, price targets, company research, and related market context.
- Review Price-Consensus-EPS Surprise charts that connect historical estimates, actual earnings, and surprise patterns.
All details
Every attribute we track for Koyfin and Zacks (Zacks.com).ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsMutual Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEurope |
Coverage details | Identifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | Manual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Not specified |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Not specified |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Factors: Value, Momentum, and Growth |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Zacks Investment Research |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlists: 2 · screens: 2 · +5 more | Free |
| Entry paid plan | $468/yr≈ $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $249/yr≈ $20.75/mo“Premium Annual” |
| Tier 2 | $948/yr≈ $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $495/yr≈ $41.25/mo“Investor Collection Annual” |
| Tier 3 | $2508/yr≈ $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $59/mo“Investor Collection Monthly” |
| Tier 4 | $3588/yr≈ $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | $2995/yr≈ $249.58/mo“Ultimate Annual” |
| Top plan | — | $299/mo“Ultimate Monthly” |
| Custom / enterprise | Contact sales“Teams” | — |
| Free trial | — | 30 days |
Free alternatives
Questions we keep getting
What's the difference between Koyfin and Zacks (Zacks.com)?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Zacks (Zacks.com) puts more weight on screeners, ETF screeners, and watchlist. They overlap in 11 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Zacks (Zacks.com) cost?
Good news: both Koyfin and Zacks (Zacks.com) have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Koyfin or Zacks (Zacks.com)?
It depends on what you're after. Pick Koyfin if data visualizations and custom dashboards matter to you; go with Zacks (Zacks.com) if you'd rather have scores. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Zacks (Zacks.com) cover?
Both cover stocks, ETFs, and mutual funds. Koyfin also handles closed-end funds, bonds, and currencies.
Do Koyfin and Zacks (Zacks.com) offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Koyfin and Zacks (Zacks.com)?
Koyfin exports to CSV. Zacks (Zacks.com) is stingier about getting data out.
Can Koyfin or Zacks (Zacks.com) connect to my broker?
Koyfin syncs with brokers automatically. With Zacks (Zacks.com), you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Zacks (Zacks.com)?
Both Koyfin and Zacks (Zacks.com) 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 Zacks (Zacks.com)?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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