# Koyfin vs Simply Wall St

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A side-by-side feature comparison. Details like pricing change — check each tool's official site.

| Feature | Koyfin | Simply Wall St |
| --- | --- | --- |
| Pricing | Freemium | Freemium |

### Tracking & data

| Feature | Koyfin | Simply Wall St |
| --- | --- | --- |
| Multi-asset | Yes | Partial |

### Screening

| Feature | Koyfin | Simply Wall St |
| --- | --- | --- |
| Fundamental filters | Yes | Yes |
| Technical filters | Yes | Not supported |
| Custom metrics & formulas | Partial | Not supported |
| Preset & guru screens | Yes | Yes |
| Composite stock scores | Not supported | Yes |
| Valuation models | Partial | Yes |
| Watchlists & alerts | Yes | Yes |
| Global market coverage | Yes | Yes |
| Data export | Partial | Partial |

### Analysis & insights

| Feature | Koyfin | Simply Wall St |
| --- | --- | --- |
| AI portfolio analysis | Not supported | Not supported |
| AI asset & market analysis | Not supported | Not supported |
| Backtesting & scenarios | Not supported | Not supported |

### Access & pricing

| Feature | Koyfin | Simply Wall St |
| --- | --- | --- |
| Free tier | Yes | Yes |
| Open source | Not supported | Not supported |
| Self-hostable | Not supported | Not supported |
| Public API | Not supported | Not supported |

### Platform & reach

| Feature | Koyfin | Simply Wall St |
| --- | --- | --- |
| Mobile app | Yes | Yes |
| Multi-language | Not supported | Partial |

## Koyfin

**Institutional-grade market data and global screening on Capital IQ and Morningstar feeds, at retail prices.**

**Best for:** Data-hungry global investors and finance professionals who want Capital IQ-grade fundamentals, estimates and macro in one affordable terminal — and who work inside the platform rather than exporting from it.

Strengths:
- Institutional data sources (S&P Capital IQ, Morningstar) with genuinely global coverage at retail prices
- Deep screening: 5,900+ criteria and separate equity, ETF, mutual-fund and SMA screeners with templates
- Full-spectrum alerts — price, technical, valuation-level and news — delivered to desktop, email and push
- One of the best-rated mobile apps in the category (4.9★ on iOS), actively updated

Trade-offs:
- No API at all, by the vendor's own admission — and that is a data-licensing constraint, not a roadmap gap
- Export is hollowed out: financials, valuation, estimates and growth columns cannot leave the platform
- Custom formulas work only as watchlist columns — you cannot screen on them
- Key workflows (model portfolios, more formulas, full history) climb quickly into the $79+/month tiers

Verified 2026-07-25
Sources:
- Koyfin — pricing: Free / Plus $39 / Premium $79 / Advisor $209–299 monthly — https://www.koyfin.com/pricing/
- Help — My Screens (filters incl. technicals; CSV export + licensing restrictions on fundamental columns) — https://www.koyfin.com/help/my-screens/
- Help FAQ — "We don't allow users to get data via API…" (data-provider restrictions) — https://www.koyfin.com/help/faq/can-i-get-the-data-via-api/
- Help — Custom Formulas (watchlist columns only; plan caps 1/10/unlimited) — https://www.koyfin.com/help/custom-formulas/
- Koyfin llm-info (2026-04-20) — vendor summary: data vendors, tiers, no AI features — https://www.koyfin.com/llm-info/
- Data coverage — 80,000+ companies worldwide, asset classes, regions — https://www.koyfin.com/data-coverage/
- iTunes Lookup — iOS app id 1616697676: 4.88★/1,314 ratings, Koyfin Inc — https://itunes.apple.com/lookup?id=1616697676

- Official site: https://www.koyfin.com
- Markdown profile: https://www.portfolioglance.com/investing-apps/koyfin.md

## Simply Wall St

**Visual stock analysis with Snowflake scores and published DCF fair values, screenable across 90+ markets.**

**Best for:** Long-term, valuation-minded stock pickers anywhere in the world who think in fair values and quality checks rather than chart signals — and want the reasoning behind a score to be inspectable.

Strengths:
- Published, inspectable methodology — the full analysis model (Snowflake checks, DCF variants) is public on GitHub
- Best-in-class visual scoring: the Snowflake compresses 30 checks into one glanceable, screenable composite
- Genuinely global screening on institutional data, with no per-market coverage difference per the vendor
- Actively shipped screener (Screener 2.0 added ~36 filters) with curated Popular Screens and weekly saved-screen alerts

Trade-offs:
- DCF fair values are repeatedly criticized by users as reading too optimistic — treat them as a starting point, not a verdict
- Free plan bites hard for a screener: results capped at the top 4 rows, five company reports a month
- Export is locked to the most expensive tier and does not cover screener results at all
- No technical screening whatsoever, and only the company reports — not the platform — are translated beyond English

Verified 2026-07-25
Sources:
- Simply Wall St — plans, tiers (Free/$10.95/$21.50 billed yearly), limits, export gating, entity footer — https://simplywall.st/plans
- Company Analysis Model (published methodology: Snowflake 5×6, DCF/DDM/Excess Returns; CC BY-NC-SA) — https://github.com/SimplyWallSt/Company-Analysis-Model
- Help — Stock Screener: Key Features (full filter taxonomy; no technical indicators) — https://support.simplywall.st/api/v2/help_center/en-us/articles/10543502387727.json
- Help — languages: 10 languages on company reports + profile pages only — https://support.simplywall.st/api/v2/help_center/en-us/articles/360003702615.json
- Help — subscription plan limits (export = Unlimited only, PDF + CSV) — https://support.simplywall.st/api/v2/help_center/en-us/articles/10072135570063.json
- Data sources — S&P Global Market Intelligence; "fully global, no coverage difference by market" — https://simplywall.st/analysis-and-financial-data-sources
- iTunes Lookup — iOS app id 1075614972: 4.62★/2,373 ratings, seller Simply Wall Street Pty Ltd — https://itunes.apple.com/lookup?id=1075614972

- Official site: https://simplywall.st
- Markdown profile: https://www.portfolioglance.com/investing-apps/simply-wall-st.md

*This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.*