★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Zenvesto
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You do a lot of your research from your phone
- You care about screeners, ETF screeners, and custom dashboards, things Zenvesto doesn't offer
- You've outgrown the basics and want pro-level depth
Pick Zenvesto if
Zenvesto
Free • From $8.99/mo · Web
- You want the cheaper way in: plans start at $8.99/mo instead of $39/mo
- You care about risk metrics, backtesting, and stock ideas, things Koyfin doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
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 Zenvesto cover a lot of the same ground (8 shared categories, including data visualizations, portfolio, and watchlist), so for the basics you won't go far wrong with either. Koyfin simply does more: 20 categories to Zenvesto's 13, including screeners, ETF screeners, and custom dashboards, plus a mobile app. Zenvesto counters by starting cheaper at $8.99/mo.
What readers say
Koyfin
Vote once to reveal the community verdict.
Zenvesto
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Key differences at a glance
- Cheaper paid plan
- Zenvesto$8.99/mo vs $39/mo
- Free trial
- Zenvesto14 days
- Broader coverage
- Koyfin20 vs 13 categories
- Mobile app
- Koyfin
- Broker sync
- Koyfin
- Global coverage
- 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 | Free • From $8.99/mo |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 21 limits: Free: portfolios: 1, Free: holdings per portfolio: 5 +19 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | No |
Integrations | Schwab, Altruist +6 more | Google Sign-In |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +5 more |
Categories covered | 20 | 13 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time, 15-min Delayed, and End of Day and Adjustments: TotalReturn | Latency: Real-time and 15-min Delayed |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | — |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | 4 signals: Performance attribution, Portfolio attribution +2 more |
Security | 4 signals: SOC2, Data residency: US +2 more | Encryption at rest and Encryption in transit |
| Try it | Visit Koyfin | Visit Zenvesto |
Where each one shines
What Koyfin and Zenvesto each do best.ShowHide
Where each one shines
What Koyfin and Zenvesto 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 Zenvesto does best
- Tracking stocks, ETFs, crypto, cash, and benchmarks in a web dashboard with holdings, performance, dividends, news, analyst context, allocation, and top gainers or losers.
- Verified NYSE and Nasdaq coverage for U.S. stocks while treating broader global-exchange marketing claims conservatively.
- Metrics for performance with MWR, TWR, simple return, monthly performance breakdowns, portfolio analysis, and portfolio performance reports.
- Comparison tools for portfolios against major benchmarks such as S&P, Nasdaq, and Dow.
- Portfolio Health Score, risk views, sector allocation, asset allocation, key insights, and rebalancing alerts where plan access allows.
Every detail we compared
Every tracked attribute for Koyfin and Zenvesto, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Zenvesto, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsClosed-End FundsBondsCurrenciesCommoditiesFutures+1 more | StocksETFsCryptosOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsAsset ManagersFinancial AdvisorsRIAs / Wealth FirmsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsIndex/Passive InvestorsDividend InvestorsSwing TradersStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USExchanges: NYSE and NASDAQIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-time15-min Delayed |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | Not specified |
| Access & integrations | ||
Import methods | ManualCSVCustodian | CSVManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | Google Sign-In |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Encryption at restEncryption in transit |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Performance attributionPortfolio attributionRebalancingAI summaries: News |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | ZenvestoCountry: CanadaFounded 2024Support: 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 | Freeportfolios: 1 · holdings per portfolio: 5 · +3 more |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $8.99/mo“Plus”portfolios: 2 · holdings per portfolio: 25 · +3 more |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $14.99/mo“Investor”portfolios: 5 · holdings per portfolio: 50 · +3 more |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $24.99/mo“Expert”portfolios: 10 · holdings per portfolio: 100 · +4 more |
| Top plan | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | — |
| Custom / enterprise | Contact sales“Teams” | — |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Koyfin and Zenvesto?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Zenvesto puts more weight on portfolio, watchlist, and data visualizations. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Zenvesto cost?
Good news: both Koyfin and Zenvesto have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Koyfin or Zenvesto?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Koyfin or Zenvesto on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Zenvesto doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or Zenvesto?
It depends on what you're after. Pick Koyfin if screeners and ETF screeners matter to you; go with Zenvesto if you'd rather have risk metrics and backtesting. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Zenvesto cover?
Both cover stocks, ETFs, and cryptos. Koyfin also handles mutual funds, closed-end funds, and bonds. Zenvesto adds other on top.
Do Koyfin and Zenvesto offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Koyfin or Zenvesto?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Zenvesto is more region-specific, mainly North America.
Can I export data from Koyfin and Zenvesto?
Koyfin exports to CSV. Zenvesto is stingier about getting data out.
Can Koyfin or Zenvesto connect to my broker?
Koyfin syncs with brokers automatically. With Zenvesto, you're entering holdings by hand or importing files.
Which has a better stock screener: Koyfin or Zenvesto?
Koyfin has a stock screener for surfacing ideas; Zenvesto doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Koyfin or Zenvesto?
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.