★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Zacks (Zacks.com) checked August 4, 2026
Tool Comparison
Koyfin vs Zacks (Zacks.com)
Start here
Koyfin
Free • From $39/mo · Web · Mobile
- You care about data visualizations, custom dashboards, and correlation, things Zacks (Zacks.com) doesn't offer
Pick Zacks (Zacks.com) instead if
Zacks (Zacks.com)
Free • From $20.75/mo · Web · Mobile
- You want the cheaper way in: plans start at $20.75/mo instead of $39/mo
- You care about scores, something 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 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.
What readers say
Koyfin
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Zacks (Zacks.com)
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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
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 $20.75/mo |
Free tier | Yes | Yes |
Free trial | — | 30 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 4 limits: Premium Annual: annual price usd: 249, Ultimate Monthly: trial promo: $1 for 30 days shown on current product page +2 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) |
Where each one shines
What Koyfin and Zacks (Zacks.com) each do best.ShowHide
Where each one shines
What Koyfin and Zacks (Zacks.com) 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 Zacks (Zacks.com) does best
- The Zacks Rank system from #1 to #5 and Zacks Industry Rank on company pages to frame earnings-revision-driven 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.
- Views for reviewing Price-Consensus-EPS Surprise charts that connect historical estimates, actual earnings, and surprise patterns.
Every detail we compared
Every tracked attribute for Koyfin and Zacks (Zacks.com), side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Zacks (Zacks.com), side by side.| 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.
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 |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $20.75/mo“Premium Annual”annual price usd: 249 |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $41.25/mo“Investor Collection Annual” |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $59/mo“Investor Collection Monthly” |
| Tier 4 | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | $249.58/mo“Ultimate Annual”annual price usd: 2,995 · trial promo: $1 for 30 days shown on current product page |
| Top plan | — | $299/mo“Ultimate Monthly”trial promo: $1 for 30 days shown on current product page |
| Custom / enterprise | Contact sales“Teams” | — |
| Free trial | — | 30 days |
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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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.