Back to directory

Koyfin vs Zacks

A side-by-side feature comparison.

FeatureKoyfinZacks
PricingFreemiumFreemium
Tracking & data
Multi-assetYesYes
Screening
Fundamental filtersYesYes
Technical filtersYesPartial
Custom metrics & formulas. Build your own ratios or screening formulas from raw data fields.PartialPartial
Preset & guru screens. Ready-made screens curated by the vendor or modelled on well-known investors.YesYes
Composite stock scores. A per-stock composite rating (e.g. quality/value/momentum ranks) — not a portfolio health score.Not supportedYes
Valuation models. Built-in intrinsic-value estimates computed in the product, such as DCF fair value (not just a quoted analyst price target).PartialPartial
Watchlists & alertsYesYes
Global market coverage. Screens international exchanges, not just US markets.YesNot supported
Data exportPartialYes
Analysis & insights
AI portfolio analysisNot supportedNot supported
AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio.Not supportedPartial
Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations.Not supportedPartial
Access & pricing
Free tierYesYes
Open sourceNot supportedNot supported
Self-hostableNot supportedNot supported
Public APINot supportedNot supported
Platform & reach
Mobile appYesYes
Multi-languageNot supportedNot supported
LegendSupportedPartial / limitedChecked — not availableNot verified yet
Koyfin

Koyfin

Freemium

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

Zacks

Zacks

Freemium

US research service built around the Zacks Rank; genuine free tier, a large preset-screen library and a 125-field custom screener.

We list competitors alongside our own product and link to their official sites. Comparisons are written to be honest — including where another tool beats PortfolioGlance. Details like pricing change; always check the official site.

Koyfin vs Zacks — feature & pricing comparison (2026) | PortfolioGlance