TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Koyfin

    Score10 out of 10
    N/AKoyfin 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

    Score9 out of 10
    N/AYCharts 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
    KoyfinYCharts
    Editions & Modules
    Plus
    $39
    per month
    Pro
    $79
    per month
    No answers on this topic
    Offerings
    Pricing Offerings
    KoyfinYCharts
    Free Trial
    YesYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional DetailsFree: 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.—
    More Pricing Information
    Features
    KoyfinYCharts
    Financial Research
    Comparison of Financial Research features of Koyfin and YCharts
    Feature
    Koyfin
    -
    Ratings
    YCharts
    10.0
    1 Ratings
    Industry-Specific Information00 Ratings10.01 Ratings
    Independent Research Access00 Ratings10.01 Ratings
    ESG Data00 Ratings10.01 Ratings
    Credit Ratings Reports00 Ratings10.01 Ratings
    Macroeconomic News00 Ratings10.01 Ratings
    Search Tools00 Ratings10.01 Ratings
    User Ratings
    KoyfinYCharts
    Likelihood to Recommend
    10.0
    (1 ratings)
    10.0
    (1 ratings)