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Equibles vs Koyfin: Pricing and Ratings Compared (2026)

Entry prices and free plans as read on each vendor's pricing page, and user ratings as published on review sites, for Equibles and Koyfin side by side. This page compares data; it is not a hands-on review.

On the data: On the data below the two are close or not directly comparable, so we do not name a winner for this pair.

Data comparison compiled by Toolradar, not hand-reviewed Methodology
Data comparison 133 user reviews compared Pricing checked Oct 21, 2026

Short on time? Here's the quick answer

Based on published vendor pricing and features and on public review data, here's who should pick what:

Equibles

Source-linked stock research across filings, earnings calls, holdings, and market data

Best for you if:

  • • Investors, analysts and developers who want AI assistants or code to read SEC filings and earnings calls with source links

Koyfin

Professional investment analysis and portfolio tools for everyone

Best for you if:

  • • You want offers a powerful free tier with extensive data access
At a glance: Equibles vs Koyfin
At a Glance
Equibles Equibles
Koyfin Koyfin
Starts at
Free plan
Free plan, paid from $39/mo, billed monthly Plus plan
Category
Finance Market Intelligence
Data Visualization Analytics
Rating
n/a 4.8/5 G2 4.8 133 reviews
Free plan
Yes Yes
Watch out for
n/a Client proposals limited to 10/month on Core

Choose Equibles or Koyfin?

Equibles

Choose Equibles if

  • Investors, analysts and developers who want AI assistants or code to read SEC filings and earnings calls with source links
  • You want source-linked stock research across filings, earnings calls, holdings, and market data
  • You work in finance, not data visualization
Koyfin

Choose Koyfin if

  • You want offers a powerful free tier with extensive data access
  • You want professional-grade tools suitable for both individual investors and financial advisors
  • You work in data visualization, not finance

In-Depth Analysis

Equibles Equibles

Source-linked stock research across filings, earnings calls, holdings, and market data

Good value

Equibles' pricing is fair and competitive for a specialized stock data API.

Key features

Search SEC filings (10-K, 10-Q, 8-K, proxies) and read exact lines with citation links Earnings call transcripts with named speakers, roles and audio timestamps 13F institutional holdings, insider (Forms 3, 4, 5, 144) and congressional trades

Koyfin Koyfin

Professional investment analysis and portfolio tools for everyone

Good value

Koyfin's pricing is fair for the depth of financial data offered, with the Free tier providing a solid starting point and Plus at $39/month being a strong value for retail investors needing 10-year financials.

Watch out

Client proposals limited to 10/month on Core

Strengths

  • Pro: Offers a powerful free tier with extensive data access.
  • Pro: Professional-grade tools suitable for both individual investors and financial advisors.
  • Pro: Intuitive, customizable interface with live data from global markets.

Weaknesses

  • Con: Advanced features such as model portfolios and client reporting require a paid subscription.
  • Con: Some users may find the breadth of data and customization options overwhelming initially.

Key features

Model Portfolios for strategic asset allocation and performance analytics. Client Portfolios with household organization and direct import from Schwab, Altruist, or PDF statements. Proposals with polished, branded visuals and integrated workflow from custodian data. Customizable Reports with benchmarks, templates, and branding for portfolio and fund analysis. Alerts for price, technicals, valuation, and news across watchlists and portfolios (desktop, email, mobile). Equity Screener with over 5,900 custom filters for precise stock discovery.

Plans and prices: Equibles vs Koyfin

Plans and prices of Equibles and Koyfin, as read on each vendor's pricing page. Each plan keeps its own billing unit.
Tool Plans and prices Source
Equibles
  • Free: Free
  • Plus: Custom pricing
  • Pro: Custom pricing
equibles.com/pricing read Oct 18, 2026
Koyfin
  • Free: Free
  • Plus: $39/mo, billed monthly
  • Premium: $79/mo, billed monthly
  • Advisor Core: $209/mo, billed monthly
  • Advisor Pro: $299/mo, billed monthly
koyfin.com/pricing read Oct 21, 2026

Prices as read on each vendor's own pricing page on the date shown. Plans are listed per tool and are not matched against the other tool's plans: a plan name or price in one column says nothing about the same row in the other. Details on Equibles pricing and Koyfin pricing.

Key Takeaways

Equibles

  • Choose if you want source-linked stock research across filings, earnings calls, holdings, and market data

Koyfin

  • Choose if you want professional investment analysis and portfolio tools for everyone

What the data shows

On the data below the two are close or not directly comparable, so we do not name a winner for this pair.

  • Only Koyfin has a published user rating (4.8/5 from 133 reviews); Equibles has none we can show.
  • Koyfin starts at $39/mo, billed monthly; Equibles has no public paid plan price on file.
  • Both have a free plan.

Criteria: user rating (only above 20 reviews on both sides, gap of 0.2 or more), entry price (only on the same billing basis), free plan. How we rate

Frequently Asked Questions

How do Equibles and Koyfin compare in 2026?

On the data below the two are close or not directly comparable, so we do not name a winner for this pair. Only Koyfin has a published user rating (4.8/5 from 133 reviews); Equibles has none we can show. Koyfin starts at $39/mo, billed monthly; Equibles has no public paid plan price on file. Both have a free plan.

What are Equibles and Koyfin used for?

Equibles: Source-linked stock research across filings, earnings calls, holdings, and market data. Koyfin: Professional investment analysis and portfolio tools for everyone.

What does Equibles cost vs Koyfin?

Equibles has no public paid-plan price on file. Koyfin's cheapest paid plan is Plus at $39/mo, billed monthly; it also has a free plan. Prices read on the vendors' pricing pages, latest check Oct 21, 2026.

What's the main difference between Equibles and Koyfin?

Equibles focuses on source-linked stock research across filings, earnings calls, holdings, and market data. Koyfin's main strength: offers a powerful free tier with extensive data access.

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