★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Koyfin vs Ziggma
Pick Koyfin if
Koyfin
Free • From $39/mo · Web · Mobile
- You do a lot of your research from your phone
- You care about data visualizations, custom dashboards, and correlation, things Ziggma doesn't offer
Pick Ziggma if
Ziggma
Free • From $6.99/mo · Web
- You want the cheaper way in: plans start at $6.99/mo instead of $39/mo
- You care about stock ideas, ESG ratings, and backtesting, 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 Ziggma cover a lot of the same ground (6 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 Ziggma's 10, including data visualizations, custom dashboards, and correlation, plus a mobile app. Ziggma counters by starting cheaper at $6.99/mo.
What readers say
Koyfin
Vote once to reveal the community verdict.
Ziggma
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Ziggma$6.99/mo vs $39/mo
- Free trial
- Ziggma7 days
- Broader coverage
- Koyfin20 vs 10 categories
- Mobile app
- Koyfin
- Global coverage
- Koyfin
- Asset coverage
- KoyfinAdds closed-end funds and bonds
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 $6.99/mo |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | 24 limits: Free: watchlists: 2, Free: screens: 2 +22 more | 13 limits: Free: virtual portfolios: 3, Starter (Monthly): brokerage links: 1 +11 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | Yes | Yes |
Integrations | Schwab, Altruist +6 more | Plaid and SnapTrade |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +4 more |
Categories covered | 20 | 10 |
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 | 4 signals: Latency: Real-time and End of Day, Granularity: EOD +2 more |
Data partners | 6 partners: S&P Global Market Intelligence, Morningstar +4 more | 4 partners: Intrinio, Plaid +2 more |
Capabilities | 7 signals: Universe builder, Broker sync +5 more | Universe builder and Broker sync |
Security | 4 signals: SOC2, Data residency: US +2 more | 3 signals: Data residency: US, Encryption at rest +1 more |
| Try it | Visit Koyfin | Visit Ziggma |
Where each one shines
What Koyfin and Ziggma each do best.ShowHide
Where each one shines
What Koyfin and Ziggma 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 Ziggma does best
- Tracking portfolios across linked brokerage and retirement accounts, CSV uploads, and manual or virtual portfolios, with consolidated performance, allocation, and risk views.
- Account linking through third-party aggregation providers where supported; Ziggma states it does not access or store broker login credentials and uses OAuth where available.
- Screening for stocks and ETFs with slider-based filters, real-time-updating results, saved screen presets, and watchlist actions.
- Ziggma Stock Score for a 0-100 fundamentals-based rating built around growth, profitability, valuation, financial strength, and related quality dimensions.
- Monitoring dividend income, portfolio yield, and dividend opportunities across accounts and holdings.
Every detail we compared
Every tracked attribute for Koyfin and Ziggma, side by side.ShowHide
Every detail we compared
Every tracked attribute for Koyfin and Ziggma, 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 | Retail TradersPro RetailLong-term InvestorsDividend InvestorsValue InvestorsGrowth Investors |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time15-min DelayedEnd of Day | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | Vendor |
Data partners | S&P Global Market IntelligenceMorningstarFREDTrading EconomicsTrueFXPolygon.io | IntrinioPlaidSnapTradeAWS |
| Access & integrations | ||
Import methods | ManualCSVCustodian | BrokerOAuthPlaidCSVManual |
Integrations | SchwabAltruistTradePMRInteractive BrokersBlack DiamondOrionFidelityAddepar | PlaidSnapTrade |
Export formats | CSVImagePDF | Not specified |
| Plans & trust | ||
Security & compliance | SOC2Data residency: USEncryption at restEncryption in transit | Data residency: USEncryption at restEncryption in transit |
Capability signals | Universe builderBroker syncYield curvesAI summaries: TranscriptsHouseholdingModel portfoliosClient reporting | Universe builderBroker sync |
Vendor & support | Koyfin, Inc.Country: United StatesFounded 2016Support: Email | Ziggma Analytics Inc.Country: USFounded 2019Support: 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 | Freevirtual portfolios: 3 |
| Entry paid plan | $39/mo“Plus”financials years: 10 · estimates years: 10 · +5 more | $6.99/mo“Starter (Annual billing)”brokerage links: 1 · virtual portfolios: 5 |
| Tier 2 | $79/mo“Premium”alerts: 500 · custom securities: Unlimited | $9.99/mo“Starter (Monthly)”brokerage links: 1 · virtual portfolios: 5 |
| Tier 3 | $209/mo“Advisor Core”alerts: 500 · reports per month: 10 · +2 more | $10.49/mo“Investor (Annual billing)”brokerage links: 5 · virtual portfolios: 10 |
| Tier 4 | $299/mo“Advisor Pro”alerts: 500 · reports per month: 200 · +2 more | $13.99/mo“Expert (Annual billing)”brokerage links: Unlimited · virtual portfolios: Unlimited |
| Tier 5 | — | $14.99/mo“Investor (Monthly)”brokerage links: 5 · virtual portfolios: 10 |
| Top plan | — | $19.99/mo“Expert (Monthly)”brokerage links: Unlimited · virtual portfolios: Unlimited |
| Custom / enterprise | Contact sales“Teams” | — |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between Koyfin and Ziggma?
Koyfin leans toward screeners, ETF screeners, and data visualizations, while Ziggma puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Koyfin and Ziggma cost?
Good news: both Koyfin and Ziggma have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Koyfin or Ziggma on my phone?
Koyfin lists a dedicated mobile app, so it travels better. Ziggma doesn't list a dedicated mobile app; its documented access is web.
Should I choose Koyfin or Ziggma?
It depends on what you're after. Pick Koyfin if data visualizations and custom dashboards matter to you; go with Ziggma if you'd rather have stock ideas and ESG ratings. And if you only need the basics both share, let price decide.
What asset classes do Koyfin and Ziggma cover?
Both cover stocks, ETFs, and mutual funds. Koyfin also handles closed-end funds, bonds, and currencies.
Do Koyfin and Ziggma offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Koyfin or Ziggma?
Koyfin has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Ziggma is more region-specific, mainly North America.
Can I export data from Koyfin and Ziggma?
Koyfin exports to CSV. Ziggma is stingier about getting data out.
Can Koyfin or Ziggma 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 Ziggma?
Both Koyfin and Ziggma 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 Ziggma?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Feedback
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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.