The short version: Koyfin is a polished market-data terminal with global macro coverage, elegant charts, and earnings transcripts. If you spend your day watching markets, it earns its keep.
Stock Rover is an investor’s research and portfolio platform: 800+ screening metrics, up to 20 years of fundamentals, 30 years of dividend history, research reports, and brokerage-synced portfolio analytics with a full performance report, at every tier, starting at $29/month billed annually.
The one-line difference: Koyfin analyzes markets. Stock Rover also analyzes your money.
| Capability | Stock Rover | Koyfin |
|---|---|---|
| Entry paid tier | $29/mo (Premium, billed annually) | $39/mo (Plus) |
| Free trial | 14 days, no credit card | Free tier (limited) |
| Brokerage sync (link your accounts) | ✓ every tier | Higher tiers ($79+) |
| Portfolio performance report (IRR & TWR, risk, income, fees) | ✓ | ✗ |
| Screener depth | 800+ metrics, equations, percentiles | Solid, but far fewer metrics |
| Fundamental history | up to 20 years | Varies; shallower on most metrics |
| Dividend history & forecasting | 30 years + forward projections | Limited |
| Mutual fund & ETF research reports | 7,400 ETFs + 20,000 funds at $79/mo (Ultimate) | Gated to $209+/mo Advisor tiers |
| Analyst ratings, insider trades, options data | ✓ (V12) | Partial |
| Research reports you can share | ✓ instant, per ticker | ✗ |
| Global / macro data (FX, rates, world indices) | US-focused equities & funds | Excellent |
| Earnings call transcripts | ✗ | ✓ |
| Charting polish | Functional, research-first | Beautiful |
Koyfin pricing and gating per koyfin.com published plans, verified August 2026. If you spot something out of date, tell us and we’ll fix it.
Both tools look similarly priced until you ask two questions: what do funds cost, and what does portfolio tracking cost?
| What you want | Cheapest way in Stock Rover | Cheapest way in Koyfin |
|---|---|---|
| Serious screening + fundamentals | Premium: $29/mo billed annually ($348/yr) | Plus: $39/mo |
| Brokerage-linked portfolio analytics | Included at every tier | Premium: $79/mo |
| Mutual fund & ETF research (7,400 ETFs + 20,000 funds) | Ultimate: $79/mo | Advisor tiers from $209/mo |
| Full performance report (IRR, risk, income, fees) | Included with trial & paid plans | Not offered |
That fund-research row is the one that surprises people: Koyfin’s mutual fund coverage lives in its financial-advisor product. If you hold funds in a 401(k), as most investors do, the comparable Koyfin price isn’t $39 or $79, it’s $209+.
Link your brokerages (or import CSV history) and Stock Rover maintains a daily, dividend-adjusted record of what you own across every account. The Portfolio Performance Report turns that into an eight-page, plain-English answer: real money-weighted return vs time-weighted return, what changed your balance, risk vs the S&P 500, projected dividend income, and what your funds’ fees compound to over a decade. Koyfin has watchlist-style portfolios and (at higher tiers) account linking, but nothing that reports on your money like this.
The Portfolio Performance Report on a four-portfolio, $1.07M demo account; every number generated in seconds.
800+ metrics, freeform equation screening, percentile ranks against sector or index, and historical screening (what matched five years ago). Koyfin’s screener is competent for a terminal product, but it is not the centerpiece; Stock Rover’s is.
Dividend safety, growth streaks, payout trends and a 30-year history per ticker, plus forward income projection for your actual holdings, and the reason dividend investors keep showing up in our reviews. Koyfin’s dividend data is serviceable but shallow by comparison.
7,400 ETFs and 20,000 mutual funds with ratings, fee analytics, tax-efficiency data and printable reports at Ultimate ($79/mo). That is the coverage Koyfin reserves for advisors at $209+.
Global macro coverage. FX, rates, economics, world indices: Koyfin’s breadth here is excellent and Stock Rover doesn’t try to match it. Earnings call transcripts live in Koyfin; Stock Rover doesn’t have them. And Koyfin’s charting is more polished; if you live in charts all day, you’ll feel the difference. Stock Rover’s own dashboard has closed most of the day-to-day gap (market pulse, portfolio movers by dollar impact, signals on your holdings), but we’d still call Koyfin’s visual design the prettier of the two.
Stock Rover’s dashboard: your market context and your money on one screen.
Choose Koyfin if your day is markets-first: you track global indices, rates and FX, you read transcripts the morning after earnings, and you want the most elegant charts in the category. Its free tier is also a useful way to follow markets casually.
Choose Stock Rover if your day is portfolio-first: you screen for ideas, research them deeply, buy them across several accounts, and want to know exactly how it’s all going.
For portfolio management, screening depth, dividend research and fund coverage at retail prices: yes, measurably. For global macro data, transcripts and charting polish, Koyfin is better. The answer depends on whether you need a markets terminal or an investing research platform.
Stock Rover Premium is $29/month billed annually against Koyfin Plus at $39/month, and it includes brokerage-synced portfolio tools that Koyfin reserves for its $79 tier. Two-year billing drops it to $24/month.
No. Koyfin offers portfolio watchlists and, at higher tiers, account linking with basic analytics. It does not produce a trade-history-based performance report with IRR vs time-weighted return, risk metrics, income projection and fee analysis. Stock Rover’s Portfolio Performance Report does all of that in one page.
Stock Rover covers 7,400 ETFs and 20,000 mutual funds with research reports at its $79/month Ultimate plan. Koyfin’s mutual fund coverage is part of its Advisor product, which starts at $209/month.
Yes. The 14-day trial includes the full feature set and never asks for a card. Koyfin’s free tier is ongoing but limited in data depth and features.
Plenty of investors do: Koyfin’s free tier for market watching, Stock Rover for screening, research and everything involving their actual portfolios.
Every feature on this page is in the 14-day trial: screening, fund reports, brokerage sync, the full Portfolio Performance Report.
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This page is maintained by Stock Rover; facts were last verified August 23, 2026. Koyfin feature and pricing facts come from koyfin.com’s published plans; if you spot something out of date, tell us and we’ll fix it. See also: all comparisons · Why Stock Rover · plans & pricing.
