Koyfin vs. YCharts

YCharts

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Koyfin	Score 10.0 out of 10	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
YCharts	Score 9.3 out of 10	N/A	YCharts is an investment research platform from the company of the same name in Chicago, that drives smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals.	N/A

Pricing

Koyfin

YCharts

Editions & Modules

Plus: $39
per month
Pro: $79
per month

No answers on this topic

Offerings

Pricing Offerings
Koyfin	YCharts
Free Trial
Yes	Yes
Free/Freemium Version
Yes	No
Premium Consulting/Integration Services
No	Yes

Entry-level Setup Fee

No setup fee

Optional

Additional Details

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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More Pricing Information

Features

Koyfin

YCharts

Financial Research

Comparison of Financial Research features of Product A and Product B
	Koyfin - Ratings	YCharts 10.0 1 Ratings 21% above category average
Industry-Specific Information	00 Ratings	10.01 Ratings
Independent Research Access	00 Ratings	10.01 Ratings
ESG Data	00 Ratings	10.01 Ratings
Credit Ratings Reports	00 Ratings	10.01 Ratings
Macroeconomic News	00 Ratings	10.01 Ratings
Search Tools	00 Ratings	10.01 Ratings

Best Alternatives
	Koyfin	YCharts
Small Businesses	No answers on this topic	No answers on this topic
Medium-sized Companies	S&P Capital IQ Score 7.8 out of 10	S&P Capital IQ Score 7.8 out of 10
Enterprises	S&P Capital IQ Score 7.8 out of 10	S&P Capital IQ Score 7.8 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Koyfin	YCharts
Likelihood to Recommend	10.0 (1 ratings)	10.0 (1 ratings)

User Testimonials
	Koyfin	YCharts
Likelihood to Recommend	Koyfin If you want to feel more secure than you imagine to invest in the stock market or EFTs then Koyfin will more than pay for itself immediately. Well suited for all investors. Incentivized Erin Easterberg Credit & Accounts Receivable Manager Read full review	YCharts I use YCharts to perform my client reviews. It helps me demonstrate the performance and decision making process. It helps me show the deep dive of investment selection, and clients can see the thought process that goes into investment decision making. Incentivized BR Brian Russell Founding Partner Read full review
Pros	Koyfin Graphs that are simple but detailed Helpful watchlists to keep you aware and prompt Snapshots for quick checkins Incentivized Erin Easterberg Credit & Accounts Receivable Manager Read full review	YCharts Reporting Investment research Review capabilities with clients Incentivized BR Brian Russell Founding Partner Read full review
Cons	Koyfin Easier to review statements Lower prices for more premium packages Monthly should be weekly trend emails Incentivized Erin Easterberg Credit & Accounts Receivable Manager Read full review	YCharts Sandbox approach to models Branding Alacart reports Incentivized BR Brian Russell Founding Partner Read full review
Alternatives Considered	Koyfin Koyfin swims alongside the competition with competitive pricing and your results will speak for themselves. Built by Wall St Traders. Koyfin has elevated my ROI tenfold and allows me to trade in a high Rick environment with lower risk. Incentivized Erin Easterberg Credit & Accounts Receivable Manager Read full review	YCharts No answers on this topic
Return on Investment	Koyfin Positive ROI - percentage of success rate Increased ROI- allowing me to invest more Expanded my base ROI Stock knowledge expanded Incentivized Erin Easterberg Credit & Accounts Receivable Manager Read full review	YCharts Shows the high caliber of research by my firm User interface is great Research is amazing Incentivized BR Brian Russell Founding Partner Read full review
ScreenShots	Koyfin Screenshots