Is Koyfin or YCharts better?

Neither clearly leads. Koyfin starts at Free and YCharts at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.

Which is cheaper, Koyfin or YCharts?

Koyfin has a free tier; the other does not. Paid plans start at Free for Koyfin and On request for YCharts.

Does Koyfin or YCharts run on more platforms?

Koyfin runs on Web, iOS, Android. YCharts runs on Web, Excel.

Can I use Koyfin for free?

Yes. Koyfin has a free tier, so you can try it without paying. YCharts 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 YCharts is typically brought in for.

What can Koyfin do that YCharts cannot?

Koyfin covers Custom dashboards and watchlists, Advanced graphing, Equity screener, Market and macro dashboards. YCharts covers Fundamental Charts, Stock and Fund Screeners, Report Builder and proposals, Quick Extract.

Investment Analytics · head to head

Koyfin vs YCharts

Koyfin

Investment Analytics

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

From: Free
Free plan: Yes

Full review Website

YCharts

Investment Analytics

Investment research and client proposal platform for financial advisers

From: On request
Free plan: No

Full review Website

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.; YCharts no prices on the plans page: it lists four tiers and asks prospects to call for pricing, checked November 2026.
They diverge on capability: Koyfin covers Custom dashboards and watchlists, YCharts covers Fundamental Charts.
Prices and features above were last checked on 12 November 2026.

Where they differ

Only the attributes on which Koyfin and YCharts actually diverge.

Attributes where Koyfin and YCharts differ
Attribute	Koyfin	YCharts
Starting price	Free	On request
Pricing model	freemium	quote
Free tier	Yes	No
Platforms	Web, iOS, Android	Web, Excel

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 YCharts

Fundamental Charts
Stock and Fund Screeners
Report Builder and proposals
Quick Extract
Portfolio construction
Economic data
Excel Add-In
Ask Y

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 YCharts
Advisers building model portfolios and branded client proposalsnot YCharts
Macro and cross-asset monitoring with custom dashboardsnot YCharts
Screening global equities on fundamental and valuation criterianot YCharts
Teaching markets and financial analysis in universitiesnot YCharts

YCharts

Building client proposals from a prospect's existing brokerage statementnot Koyfin
Branded charts and reports for client reviews and marketingnot Koyfin
Screening stocks and funds for model portfolio constructionnot Koyfin
Monitoring client and model portfolios for drift and rebalancingnot Koyfin
Wholesalers and asset managers preparing fund comparisons for advisersnot 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.

YCharts

No prices on the plans page: it lists four tiers and asks prospects to call for pricing, checked November 2026.
Several features on the plans page are marked as paid extras without amounts, so the cost of a working configuration is not knowable before a sales call.
Equity coverage is North American: the platform page describes 20,000+ equities and ADRs on North American exchanges, so it is a poor fit for research on non-US markets.
Fund and SMA data is licensed from Morningstar and ESG data from MSCI rather than produced in-house, so coverage and methodology in those areas follow the upstream provider.
The Presenter tier carries only basic equity, fund and index data, so staff who prepare proposals on that tier cannot do full research.

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

YCharts

On request

Analyst$undefined/mo
- Screeners and tables, dashboard, watchlists and alerts, charting
- Most data
- Aimed at research, market monitoring and individual investors
Presenter$undefined/mo
- Customisations and select tools
- Basic equity, fund and index data
- Can receive shared items
Professional$undefined/mo
- All tools, with fund, stock and economic data
- Firm-wide sharing and proposals with talking points
- Quick Extract included with new licences from September 2025
Enterprise$undefined/mo
- Everything in Professional
- Compliance controls and firm-wide sharing
- Positioning of proprietary models for broker-dealers and advisor networks

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 YCharts if

You need fundamental charts.
You work on Web, Excel.
You also want stock and fund screeners.

YCharts review

Questions people ask

Is Koyfin or YCharts better?: Neither clearly leads. Koyfin starts at Free and YCharts at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Koyfin or YCharts?: Koyfin has a free tier; the other does not. Paid plans start at Free for Koyfin and On request for YCharts.
Does Koyfin or YCharts run on more platforms?: Koyfin runs on Web, iOS, Android. YCharts runs on Web, Excel.
Can I use Koyfin for free?: Yes. Koyfin has a free tier, so you can try it without paying. YCharts 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 YCharts is typically brought in for.
What can Koyfin do that YCharts cannot?: Koyfin covers Custom dashboards and watchlists, Advanced graphing, Equity screener, Market and macro dashboards. YCharts covers Fundamental Charts, Stock and Fund Screeners, Report Builder and proposals, Quick Extract.

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

YCharts: How much does YCharts cost?

YCharts does not publish prices. The plans page lists Analyst, Presenter, Professional and Enterprise tiers and asks prospects to call (866) 965-7552 for pricing. A free trial is available.

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

YCharts: Which integrations does YCharts support?

The platform page lists Orion, Black Diamond, Schwab Advisor Center, Redtail, Addepar and Pershing, and the homepage also names Salesforce and eMoney. Holdings imported this way feed portfolios, reports and proposals.

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

YCharts: Where does YCharts get its fund data?

Mutual fund, ETF and separate account data comes from Morningstar, and the 30+ ESG data points for North American companies come from MSCI.

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

YCharts: Does YCharts have an Excel add-in?

Yes. The Excel Add-In links workbooks to YCharts data so models refresh in one click, and ships with over 40 pre-built templates. Professional clients get access to YCharts' in-house Excel specialists.

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

YCharts: What is Quick Extract?

A tool that turns a prospect's statement into a portfolio and runs analysis highlighting high-fee holdings and allocation drift. It is included with new Professional licences from September 2025.

Source

Koyfin vs YCharts

Koyfin

YCharts

The short version

Where they differ

What each one covers

Only in Koyfin

Only in YCharts

What people use each for

Koyfin

YCharts

Where each one falls short

Koyfin

YCharts

Pricing, plan by plan

Koyfin

YCharts

Which should you pick?

Choose Koyfin if

Choose YCharts if

Questions people ask

Answered from the vendors’ own pages

Related pages

More on Koyfin

More on YCharts

Keep looking

Other head to heads