Stockopedia vs Koyfin

Tool comparison Research platforms

Stockopedia vs Koyfin

Updated May 2026 · Research tools · EU investors

Two of the most-discussed research platforms for serious retail investors — but built around completely different philosophies. Koyfin is a macro-first terminal built for multi-asset research and advanced charting. Stockopedia is a quantitative scoring engine built for systematic, emotion-free stock picking. This comparison covers features, pricing, and exactly who each tool is built for — so you can stop paying for the wrong one.

Plain black background featuring the Stockopedia and Koyfin tool logo in the center of the image

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TL;DR

Skip to whichever tool fits your situation — or read the full breakdown below.

Choose Koyfin if…
  • You invest in ETFs and want proper UCITS fund research tools.
  • You want macro data — Treasury yields, FX, economic indicators — overlaid with price charts.
  • You want Bloomberg-style dashboards without the institutional price tag.
  • You want to start free before paying anything.
  • You research across multiple asset classes (stocks, ETFs, bonds, crypto, FX).
Choose Stockopedia if…
  • You actively pick individual stocks and want a rules-based system to do it.
  • You want factor investing — Quality, Value, and Momentum — scored automatically for every stock.
  • You want prebuilt Guru Screens based on Buffett, Graham, or Lynch strategies.
  • You want daily editorial coverage and an active investor community.
  • You’re UK- or EU-based and focused primarily on equities.
Best for global research
Koyfin
Best stock rankings
Stockopedia
Best free plan
Koyfin
Best for ETF investors
Koyfin
Best charting
Koyfin
Best systematic picking
Stockopedia

Feature comparison at a glance

Feature Koyfin Stockopedia
Free plan Yes — no credit card required No (14-day trial only)
Entry paid price ~$39/mo (annual billing) ~£25–30/mo (annual, UK)
UCITS ETF coverage Excellent Limited
Macro data (rates, FX, economics) Yes Limited
Proprietary stock scoring None StockRanks — Quality / Value / Momentum
Guru screens (Buffett, Graham…) No Yes — prebuilt library
Charting depth Advanced (macro overlays, multi-security) Moderate
Financial history depth 10+ years (paid plans) ~5 years (core statements)
Stock screener metrics 500+ (fundamentals, technicals, macro) 350+ (factor-weighted + ranked scores)
Analyst estimates history 5–10 years (plan-dependent) Forward estimates only
Portfolio tracking Watchlists + model portfolios Full analytics + NAPS strategy
Community / editorial content News feeds, no community Daily reports + active investor community
Mobile experience Web — limited mobile optimisation Dedicated mobile app
Asset class coverage Stocks, ETFs, bonds, FX, crypto, macro Equities only
Best for Macro, ETF, and multi-asset research Systematic equity stock picking
Prices are approximate and subject to change. Always verify current plans on each platform’s official website before subscribing.

What is Koyfin?

A Bloomberg-style terminal designed for retail investors — with a free tier that’s genuinely useful.

Koyfin launched in 2016 with one goal: give retail and independent investors access to the kind of multi-asset data and dashboards that institutional investors get from Bloomberg Terminal — at a price that doesn’t require an institutional budget. The result is a browser-based platform that covers global stocks, UCITS ETFs, US ETFs, bonds, FX pairs, crypto, and macroeconomic data in one configurable workspace.

The core of Koyfin is its drag-and-drop dashboard system: configurable widgets that let you build exactly the view you need. Want to track five positions on a single chart, overlay the 10-year Treasury yield, and show earnings revision history side-by-side? That’s a 10-minute build in Koyfin — not a feature reserved for professional terminals. For a deep look at everything it includes, read the full Koyfin review.

For European investors, the ETF coverage matters. Koyfin includes UCITS-listed funds alongside US ETFs, making it one of the few platforms where you can chart and compare a European UCITS world ETF against its US counterpart on a total return basis. If charting depth is the primary consideration, the TradingView vs Koyfin comparison covers the differences in detail.

Koyfin pros
  • Genuine free tier — no credit card, no gated demo.
  • UCITS ETF, US ETF, and macro data in one platform.
  • 10+ years of financial data history on paid plans.
  • Advanced charting close to dedicated chart tools.
  • Analyst estimates history (5–10 years, plan-dependent).
  • Custom dashboards work across any supported asset class.
  • Coverage spans 70,000+ securities across 150+ exchanges.
Koyfin cons
  • No proprietary stock scoring or ranking system.
  • No prebuilt factor screens or Guru strategy templates.
  • Mobile experience is functional but not optimised for stock research.
  • Dashboard setup can be overwhelming for new users.
  • No community or editorial commentary layer.

What is Stockopedia?

A quantitative factor investing platform built to take emotion out of stock picking.

Stockopedia launched in 2011 in the UK with a clear thesis: most retail investors underperform because they let emotion drive their stock picks. The solution was a systematic, rules-based platform built around academic factor investing — the same Quality, Value, and Momentum signals that decades of research have associated with long-term outperformance.

The platform’s centrepiece is StockRanks: a 0–100 composite score for every stock in their coverage universe, broken into three sub-scores — QualityRank, ValueRank, and MomentumRank. A stock that scores highly across all three is flagged as a potential “Super Stock.” The goal is to remove guesswork: instead of deciding whether a company “looks good,” the algorithm tells you exactly where it sits relative to the full market. Read the full breakdown in the Stockopedia review.

The second major differentiator is the Guru Screens library: prebuilt screener templates that replicate the exact criteria used by well-known investors — Buffett, Graham, Lynch, Greenblatt, and others. Rather than building a screen from scratch, you start with a tested methodology. For how Stockopedia compares to a visualisation-first alternative, see the Simply Wall St vs Stockopedia comparison.

Stockopedia pros
  • StockRanks give a fast, systematic signal on every covered stock.
  • Guru Screens save hours of manual screener setup time.
  • Excellent daily editorial content and active investor community.
  • One-page StockReports for efficient per-stock due diligence.
  • Portfolio analytics including the NAPS model strategy.
Stockopedia cons
  • No permanent free tier — 14-day trial only.
  • Only ~5 years of core financial statement history.
  • Weak ETF coverage — not designed for ETF investors.
  • No macro data (rates, FX, economic indicators).
  • Charting is functional but not advanced.
  • Global coverage requires a higher-tier plan.

Stock screening: 500+ custom metrics vs. ranked factor signals

Both platforms have capable screeners. The difference is in what you do before you start filtering.

Koyfin screener

500+ metrics covering fundamentals, technicals, and forward consensus estimates. You can filter by region, sector, market cap, valuation percentiles, and custom formula fields on the Pro plan. A useful differentiator: Percentile Ranks show where a stock’s current valuation sits relative to its own history or regional peers — context that raw numbers alone don’t provide.

Best for: custom research workflows, global multi-factor screening, ETF screeners. For a broader look at the European screener landscape, see the best free stock screeners for European investors.

Stockopedia screener

350+ metrics weighted toward factor investing data — earnings quality ratios, value composites, price momentum signals. The key addition is the Guru Screens library: preloaded templates replicating Graham’s Net-Net formula, Greenblatt’s Magic Formula, Lynch’s PEG-based approach, and dozens of others. Start from a proven methodology rather than an empty filter builder.

Best for: systematic stock pickers who want to filter by factor signal and skip the blank-slate setup. Less useful if your primary research is ETF-based or cross-asset.

Verdict: Koyfin wins on flexibility and asset breadth. Stockopedia wins on structured, ready-to-use methodology. Neither is wrong — they solve different problems.

Charting and visualisation: not a close contest

Charting is one of the clearest category wins in this comparison — and it goes to Koyfin by a significant margin.

Koyfin charts

Koyfin’s charting is comparable to TradingView in depth and flexibility. You can overlay price charts with macroeconomic series — 10-year yields, inflation, GDP — plot earnings or revenue over time instead of price, compare up to 10 securities on a single chart, and use multi-layout workspaces with simultaneous chart views. The financial chart mode, where you chart balance sheet or income statement data over time, is particularly useful for fundamental analysis beyond simple price action.

Stockopedia charts

Stockopedia includes basic price charts and fundamentals visualisation, but it is not a chart-first platform. Its answer to charting is the one-page StockReport — a colour-coded “traffic light” summary of where a stock stands on Quality, Value, and Momentum. This works well for quick due diligence, but if you want to draw trend lines, overlay multiple securities, or run macro comparisons, Stockopedia isn’t the tool for that workflow.

Verdict: Koyfin wins clearly. Stockopedia doesn’t compete here by design — its StockReport is a substitute for charting, not a charting tool.

Stock research and ratings: raw data vs. scored signals

This is where the two platforms diverge most sharply in philosophy — and where your preference will determine which tool is actually useful to you.

Koyfin: data without a verdict

Koyfin gives you analyst estimates, earnings revision history, revenue growth trends, margin data, and valuation multiples — and lets you draw your own conclusions. There is no proprietary scoring system and no automated buy or sell signal. The platform trusts you to do the interpretation. For how Koyfin stacks up against other raw-data-first tools, see the Stock Analysis vs Koyfin comparison and the TIKR vs Koyfin comparison.

Stockopedia: the algorithm makes the first call

Every stock in Stockopedia’s universe arrives pre-scored 0–100 on Quality, Value, and Momentum. The StockReport bundles these scores with risk flags, earnings estimates, and a narrative summary in a single page. For investors who want to move faster — generate a shortlist, check the one-pager, decide — this is significantly more efficient than assembling that view manually from raw data. The tradeoff: you’re trusting the algorithm’s definition of quality and value, not building your own.

Verdict: Neither wins outright. Koyfin suits investors who want to build their own analytical framework. Stockopedia suits those who want a systematic first filter that removes blank-page analysis paralysis.

Portfolio tracking and global coverage

Koyfin portfolio tools

Koyfin lets you build model portfolios and watchlists across any supported asset class — stocks, ETFs, bonds, FX, crypto. Performance attribution and benchmark comparison work well. Market coverage is extensive: 70,000+ securities across 150+ exchanges, plus macroeconomic data series from central banks and statistical agencies. For a multi-asset investor who needs one dashboard to hold everything, this breadth is the platform’s strongest argument.

Stockopedia portfolio tools

Stockopedia’s portfolio analytics go deeper on the equity side. The platform tracks your portfolio’s aggregate StockRank, visualises factor exposure in Bubble Charts, and includes the NAPS (No Admin Portfolio System) — a rules-based strategy that systematically rotates into the highest-ranked stocks across sectors each year. Portfolio coverage is equities only, which limits utility for investors running mixed ETF and stock portfolios.

Verdict: Koyfin for breadth and multi-asset tracking. Stockopedia for equity-only portfolios with a factor-based systematic strategy overlay.

Which tool fits a European investing workflow?

Most financial research platforms are built around a US stock universe. Both Koyfin and Stockopedia cover European markets — but they do so differently, and the implications depend on your portfolio structure.

Koyfin — for UCITS ETF investors

Koyfin explicitly covers UCITS ETFs — the fund structure European investors are restricted to under PRIIPs regulations. This makes it one of the few platforms where you can chart and compare UCITS-listed world ETFs, emerging market funds, and bond ETFs using actual ticker data rather than US proxies. If your portfolio is index-ETF-based, Koyfin is the more directly relevant tool of the two.

Stockopedia — for European stock pickers

Stockopedia has strong European equity coverage — UK, Germany, France, Netherlands, the Nordic markets, and more — all scored through StockRanks. For a European individual stock picker who wants a systematic way to filter European small and mid-caps using factor data, Stockopedia is well-suited. Note: Stockopedia’s regional pricing structure means that accessing global or multi-regional coverage requires a higher plan tier than UK-only access.


What you actually pay — and when it’s worth it

Plan tier Koyfin Stockopedia
Free tier Yes — basic dashboards, 2yr financials, limited indicators No permanent free tier
Trial Free plan is the trial 14-day full-access trial
Entry paid plan (annual) ~$39/mo (~$468/yr) ~£25–30/mo (~£300–360/yr, UK)
Premium plan (annual) ~$79/mo (~$948/yr) ~£40–55/mo (~£480–660/yr, global)
Annual saving vs monthly ~20% ~20–25%

The cost arithmetic matters here. If you’re paying £40/month for Stockopedia, that’s £480/year — roughly 0.96% of a £50,000 stock portfolio. To justify that cost purely on break-even terms, your stock research needs to deliver returns materially better than a passive index approach that costs 0.10–0.15% in TER. That’s not an argument against paying for research tools — good systematic research can absolutely justify the cost — but it is worth being honest about the bar you’re setting for yourself before subscribing.

Koyfin’s free tier removes the pay-before-you-know problem. Start free, explore the dashboards, and only move to a paid plan once you’ve hit a concrete wall — needing more than 2 years of financial history, or needing more simultaneous chart layouts. That’s a more defensible upgrade decision than committing upfront.

Prices are approximate and subject to change. Verify current plans on each platform’s official website before subscribing.

Which one should you pick?

The answer depends entirely on your investment style — not on which tool sounds more sophisticated.

Pick Koyfin if you’re a passive or multi-asset investor

You invest primarily in ETFs or a mix of ETFs and individual stocks. You want macro context alongside your portfolio — what’s happening with rates, inflation, and FX. You want charting that goes beyond your broker’s built-in tools. And you want to start free before committing to a subscription. Read the full Koyfin review for the complete picture.

Pick Stockopedia if you’re a systematic stock picker

You actively select individual stocks — not just ETFs. You want a rules-based framework that reduces the emotional element of stock picking. You’re willing to pay for a premium tool upfront and want community and daily editorial analysis alongside the data. Read the full Stockopedia review or see how it stacks up in the Simply Wall St vs Stockopedia comparison.

Use both — if you run a meaningful stock portfolio

A workflow some active investors use: Stockopedia generates a ranked shortlist using StockRanks and Guru Screens, then Koyfin handles the deeper charting, macro context, and financial statement comparison for each candidate before a final decision. Combined annual cost runs roughly $500–£1,000+ depending on plan tiers. Only worth it if you’re actively managing a significant stock portfolio and acting consistently on what both tools surface — not just collecting subscriptions. For a three-way view of the Koyfin universe, see the Koyfin vs TIKR vs Stock Analysis comparison.


Try both — and decide based on your workflow, not a review

Koyfin’s free tier has no credit card requirement — start there and spend 30 minutes building a dashboard before deciding anything. Stockopedia’s 14-day trial gives you full platform access — use it to run a Guru Screen and read a few StockReports before committing to a paid plan.



Frequently asked questions

Is Koyfin better than Stockopedia?

It depends on your investing style. Koyfin wins for macro research, multi-asset coverage, ETF analysis, and advanced charting. Stockopedia wins for systematic, rules-based stock picking using its proprietary StockRanks scoring system. For European investors with UCITS ETF-heavy portfolios, Koyfin is generally the more useful starting point.

Does Koyfin have a free plan?

Yes. Koyfin has a genuine free tier with no credit card required. It includes basic dashboards, charting, watchlists, and up to 2 years of financial statement data. Paid plans start around $39/month billed annually and unlock deeper data history, custom formulas, and more simultaneous chart layouts.

Is Stockopedia worth it for European investors?

Stockopedia is worth it if you actively pick individual stocks and want a systematic, quantitative approach. Its StockRanks system covers European equities well, and the Guru Screens save significant research time. If you primarily invest in index ETFs or want macro data, Koyfin is likely a better fit and cheaper to start. Stockopedia’s regional pricing also means that accessing European markets beyond the UK typically requires a higher-tier plan.

Which is better for ETF investors — Koyfin or Stockopedia?

Koyfin is clearly better for ETF investors. It covers global UCITS ETFs and US ETFs with performance charts, fund comparison tools, and macro overlays. Stockopedia is designed almost entirely around individual stocks and adds limited value for passive ETF investors. If your portfolio is primarily index-based, Stockopedia’s scoring system provides almost no relevant signal for ETF selection.

Which platform has better stock screening?

Both have strong screeners but they serve different purposes. Koyfin’s screener has 500+ metrics and excels at custom filters across fundamentals, technicals, and macro. Stockopedia’s screener adds its proprietary StockRanks scoring and prebuilt Guru Screens — templates based on strategies from Buffett, Graham, and Lynch — which makes it faster for structured, rules-based stock picking. If you want maximum flexibility, Koyfin. If you want tested methodologies out of the box, Stockopedia.

Can I use both Koyfin and Stockopedia at the same time?

Yes, and some active investors do. A common setup: use Stockopedia to generate a ranked shortlist of stocks using StockRanks and Guru Screens, then switch to Koyfin to run deeper charting, macro context, and financial statement comparison on each candidate before a final decision. Combined annual cost runs roughly $500–£1,000+ depending on plan tiers. This setup is only justified if you’re actively managing a meaningful stock portfolio and acting consistently on what both tools surface — not just holding two subscriptions.

QuantRoutine provides educational content only. Nothing on this page is investment advice or a recommendation to purchase any financial product or subscription. Pricing information for Koyfin and Stockopedia is approximate and subject to change — always verify current plans on each platform’s official website before subscribing. QuantRoutine may earn a commission through affiliate links at no extra cost to you.