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Investment Analytics · head to head

Koyfin vs S&P Capital IQ Pro

Koyfin logo

Koyfin

Investment Analytics

Market research, portfolio analytics and client reporting for advisers and investors

From
Free
Free plan
Yes
Full reviewWebsite
S&P Capital IQ Pro logo

S&P Capital IQ Pro

Investment Analytics

S&P Global's research platform for company, credit, sector and market data

From
On request
Free plan
No
Full reviewWebsite

The short version

  • Only Koyfin has a free tier, so it costs nothing to try first.
  • Each has a real cost: Koyfin annual prices are not shown on the pricing page, only a claim of saving up to 30 per cent, checked November 2026.; S&P Capital IQ Pro no published pricing: the product page and release notes offer a demo request only, checked November 2026.
  • They diverge on capability: Koyfin covers Custom dashboards and watchlists, S&P Capital IQ Pro covers ChatIQ.
  • Prices and features above were last checked on 12 November 2026.

Where they differ

Only the attributes on which Koyfin and S&P Capital IQ Pro actually diverge.

Attributes where Koyfin and S&P Capital IQ Pro differ
AttributeKoyfinS&P Capital IQ Pro
Starting priceFreeOn request
Pricing modelfreemiumquote
Free tierYesNo
PlatformsWeb, iOS, AndroidWeb, Excel, Mobile

Identical on both: user rating (Not yet rated), category (Investment Analytics).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Koyfin

  • Custom dashboards and watchlists
  • Advanced graphing
  • Equity screener
  • Market and macro dashboards
  • Model and client portfolios
  • Proposals and client reports
  • Financial analysis and transcripts
  • Mobile apps

Only in S&P Capital IQ Pro

  • ChatIQ
  • Document Intelligence
  • Screener
  • S&P Capital IQ Pro Plug-in
  • ChatIQ Spreadsheets
  • Sector and credit modules
  • Valuation tools
  • Earnings IQ alerts

What people use each for

The jobs each tool is most often brought in to do.

Koyfin

  • Individual investors researching stocks and ETFs on a free or low-cost plannot S&P Capital IQ Pro
  • Advisers building model portfolios and branded client proposalsnot S&P Capital IQ Pro
  • Macro and cross-asset monitoring with custom dashboardsnot S&P Capital IQ Pro
  • Screening global equities on fundamental and valuation criterianot S&P Capital IQ Pro
  • Teaching markets and financial analysis in universitiesnot S&P Capital IQ Pro

S&P Capital IQ Pro

  • Building comparable company and precedent transaction sets for M&A and valuation worknot Koyfin
  • Credit analysis drawing on S&P Global Ratings research alongside company financialsnot Koyfin
  • Sector research in banking, insurance, real estate, energy, and metals and miningnot Koyfin
  • Querying filings and earnings call transcripts across many companies with ChatIQnot Koyfin
  • Feeding refreshable company and market data into Excel modelsnot Koyfin
  • Private company research and screening for deal sourcingnot Koyfin

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Koyfin

  • Annual prices are not shown on the pricing page, only a claim of saving up to 30 per cent, checked November 2026.
  • Client proposals and reports are capped at 10 a month on Advisor Core, so a practice running regular reviews for many households needs Advisor Pro at $299 a month.
  • Advisor Core includes only one custodian integration, and the features page names only Schwab and Altruist; firms on other custodians fall back to PDF statement uploads, which are an Advisor Pro feature.
  • The data coverage page does not name its upstream data providers, so users cannot check where fundamentals and estimates come from.
  • No Excel add-in or API is described on the features or pricing pages, which limits use in spreadsheet-based modelling workflows.
  • The mobile app lists filings, screener and custom calculations as features still to come.

S&P Capital IQ Pro

  • No published pricing: the product page and release notes offer a demo request only, checked November 2026.
  • Several datasets are add-on subscriptions on top of the base licence, so the content a user sees depends on what their firm has bought rather than on the product.
  • Multi-Document ChatIQ excludes Dow Jones and Nikkei news, scanned documents, insurance statutory filings and research from contributors including Goldman Sachs, Citi, Barclays and Bank of America, per the October 2025 release notes.
  • Earnings IQ alerts cover US exchange-listed companies only, per the October 2025 release notes.
  • Many of the newest AI tools are labelled beta or Labs, including Portfolio Insights and ChatIQ Presentations, as of the October 2026 announcement.
  • The product pages on spglobal.com refuse automated requests, so evaluating the product without talking to sales means relying on release notes and press releases.

Pricing, plan by plan

Koyfin

Free
  • FreeFree
    • 2 years of financials and 1 year of estimates
    • Advanced charting and market and macro dashboards
    • 2 watchlists, 2 screens and 2 custom dashboards
  • Plus$39/month
    • 10 years of financials and estimates
    • ETF holdings and stock and ETF screener
    • Unlimited watchlists, screens and custom dashboards
  • Premium$79/month
    • Everything in Plus
    • Advanced portfolio analytics
    • Unlimited custom data and custom formulas
  • Advisor Core$209/month
    • Everything in Premium
    • Model and client portfolios
    • 10 client proposals and reports a month

S&P Capital IQ Pro

On request
  • Capital IQ Pro licence$undefined/mo
    • Priced by quotation through S&P Global Market Intelligence sales, no list prices published
    • Some datasets, such as mine emissions, are separate add-on subscriptions
    • Bulk data delivery via Xpressfeed, APIs and Snowflake is sold separately

Which should you pick?

Choose Koyfin if

  • You need custom dashboards and watchlists.
  • You want to start without paying.
  • You work on Web, iOS, Android.
  • You also want advanced graphing.
Koyfin review

Choose S&P Capital IQ Pro if

  • You need chatiq.
  • You work on Web, Excel, Mobile.
  • You also want document intelligence.
S&P Capital IQ Pro review

Questions people ask

Is Koyfin or S&P Capital IQ Pro better?
Neither clearly leads. Koyfin starts at Free and S&P Capital IQ Pro at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Koyfin or S&P Capital IQ Pro?
Koyfin has a free tier; the other does not. Paid plans start at Free for Koyfin and On request for S&P Capital IQ Pro.
Does Koyfin or S&P Capital IQ Pro run on more platforms?
Koyfin runs on Web, iOS, Android. S&P Capital IQ Pro runs on Web, Excel, Mobile.
Can I use Koyfin for free?
Yes. Koyfin has a free tier, so you can try it without paying. S&P Capital IQ Pro starts at On request.
What is Koyfin best used for?
Koyfin is most often used for individual investors researching stocks and etfs on a free or low-cost plan, advisers building model portfolios and branded client proposals, macro and cross-asset monitoring with custom dashboards, screening global equities on fundamental and valuation criteria. Of those, individual investors researching stocks and etfs on a free or low-cost plan and advisers building model portfolios and branded client proposals are not what S&P Capital IQ Pro is typically brought in for.
What can Koyfin do that S&P Capital IQ Pro cannot?
Koyfin covers Custom dashboards and watchlists, Advanced graphing, Equity screener, Market and macro dashboards. S&P Capital IQ Pro covers ChatIQ, Document Intelligence, Screener, S&P Capital IQ Pro Plug-in.

Answered from the vendors’ own pages

Koyfin: How much does Koyfin cost?

Free is $0. Plus is $39 a month, Premium $79, Advisor Core $209 and Advisor Pro $299 at monthly billing, and annual plans save up to 30 per cent. Teams is quoted by sales.

Source
S&P Capital IQ Pro: What is ChatIQ in Capital IQ Pro?

ChatIQ is the conversational AI layer in Capital IQ Pro. It answers natural-language questions across company, market, credit and economic data and over financial documents, news and research. The October 2026 update extended it to Excel modelling through ChatIQ Spreadsheets and to slide creation through ChatIQ Presentations in Labs.

Source
Koyfin: What does the Koyfin free plan include?

Two years of financials and one year of estimates, My Portfolios, advanced charting, market and macro dashboards, two watchlists, two screens, two custom dashboards, and limited company snapshots and news.

Source
S&P Capital IQ Pro: How many documents can Multi-Document ChatIQ analyse at once?

Up to 20, drawn from filings, transcripts, investor presentations, news and research across different companies or industries. Dow Jones and Nikkei news, scanned documents, insurance statutory filings and some contributor research are excluded.

Source
Koyfin: What data does Koyfin cover?

Stocks, ETFs, mutual funds, closed-end funds, options, short interest, indices, currencies, commodities, crypto, fixed income, global economics, news and transcripts. Koyfin states coverage of more than 80,000 companies and transcripts going back 50 years.

Source
S&P Capital IQ Pro: Can Capital IQ Pro data be used in Excel?

Yes. The S&P Capital IQ Pro Plug-in pulls data into Excel with formulas, a Formula Builder and a template library, and new datasets such as sustainability metrics and bond indices are added to it alongside the web platform.

Source
Koyfin: Which custodians does Koyfin integrate with?

The features page names Schwab and Altruist. Advisor Core includes one custodian integration and Advisor Pro allows several, plus PDF brokerage statement uploads and portfolio management system integrations.

Source
S&P Capital IQ Pro: How much does S&P Capital IQ Pro cost?

S&P Global does not publish prices. Access is licensed through its sales team after a demo, and some datasets are sold as add-on subscriptions.

Source
Koyfin: Does Koyfin have a mobile app?

Yes, on iOS and Android. It covers market overview, portfolio tracking, news, watchlists, security snapshots and price alerts, and syncs changes with the desktop.

Source
S&P Capital IQ Pro: Can the AI screener build screens from plain English?

Yes. Since October 2025 the Companies screener has an optional AI-assisted mode that converts a natural-language description into screening criteria, which can then be refined manually. It is switched on in Screener settings.

Source
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