EquityRT vs. Koyfin
EquityRT vs. Koyfin
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 EquityRT | Mid-Size Companies (51-1,000 employees) | EquityRT is a financial research and market data platform delivering global insights for investment professionals, analysts, and institutions. It combines extensive company financials, economic indicators, and market analytics in a cloud-based interface. Key features include GridPro for data comparison, ChartPro for advanced visualization, and an Excel Add-in for analysis. EquityRT aims to suppot faster, data-driven decisions with measurable ROI through improved efficiency, accessibility, and… | N/A | |
 Koyfin | N/A | Koyfin is a financial data and analytics platform for researching stocks and understanding market trends, from the company of the same name in New York. Its data coverage includes stocks, ETFs, mutual funds, FX, bonds, economics, news, and Twitter so users can have a broad overview of financial markets. | $0 per month |
| EquityRT | Koyfin | |||||||||||||||
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| Editions & Modules | No answers on this topic |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | EquityRT offers three USD-priced editions: Silver, Silver Plus, and Gold. Silver is the base platform with core functionality and full access to all datasets—ideal for teams needing broad market coverage without advanced tooling. Silver Plus adds basic model portfolio management, plus strategy building, backtesting, and the macroeconomic module for deeper research workflows. Gold is the complete product, unlocking the Excel Add-in for direct spreadsheet modeling and providing personalized support for faster adoption and ongoing success. All editions run on a SaaS platform with continuous enhancements included. For enterprises purchasing at scale, custom pricing applies based on license volume and scope. APIs and other bespoke solutions are priced project-by-project, aligning costs with specific integration, automation, or distribution needs. | Free: Koyfin’s free plan offers a global stock screener with multiple screening templates, multiple watchlists, shareable watchlists, portfolio tools, 2 years of financials, 1 year of forward estimates, advanced charting, market and macro dashboards, multiple custom dashboards, limited custom formulas, economics and earnings calendars, company snapshots, news, popular ETF valuations, limited ETF holdings data, market scatter plots, market movers, and 45 days of transcript history. Plus: Priced at $39 per month, the Plus plan includes everything in the Free plan, as well as unlimited screening templates, ETF screening, unlimited watchlists, 10 years of financials, 10 years of forward estimates, full library of ETF holdings data, unlimited custom dashboards, over 100k global company snapshots, more custom formulas, premium news, company filings & press releases, custom news feeds, dashboard data download, custom financial analysis templates, the full history of transcripts, and advanced transcript search. Pro: Priced at $79 per month, the Pro plan includes everything in Plus, as well as US mutual fund data, Mutual fund screener, full library of US ETF Valuation data, unlimited custom formulas, unlimited custom financial analysis templates, model portfolio tools, and priority support. Enterprise: Koyfin also offers an enterprise solution for businesses of all sizes which features everything included in Pro, as well as custom onboarding, admin purchasing, single-sign-on, and flexible and scaleable pricing. Contact the sales team to enquire about enterprise. | ||||||||||||||
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| EquityRT | Koyfin | |
|---|---|---|
| Small Businesses | No answers on this topic | No answers on this topic |
| Medium-sized Companies |  S&P Capital IQ Score 7.6 out of 10 | S&P Capital IQ Score 7.6 out of 10 |
| Enterprises | S&P Capital IQ Score 7.6 out of 10 | S&P Capital IQ Score 7.6 out of 10 |
| All Alternatives | View all alternatives | View all alternatives |
| EquityRT | Koyfin | |
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| Likelihood to Recommend | - (0 ratings) | 10.0 (1 ratings) |
| EquityRT | Koyfin | |
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| Likelihood to Recommend | EquityRT No answers on this topic | Koyfin
 Erin Easterberg Credit & Accounts Receivable Manager |
| Pros | EquityRT No answers on this topic | Koyfin
Erin Easterberg Credit & Accounts Receivable Manager |
| Cons | EquityRT No answers on this topic | Koyfin
Erin Easterberg Credit & Accounts Receivable Manager |
| Alternatives Considered | EquityRT No answers on this topic | Koyfin
Erin Easterberg Credit & Accounts Receivable Manager |
| Return on Investment | EquityRT No answers on this topic | Koyfin
Erin Easterberg Credit & Accounts Receivable Manager |
| ScreenShots | EquityRT Screenshots      | Koyfin Screenshots      |