Koyfin vs Stock Rover: Global Data Terminal or Screening Powerhouse?

Two of the most capable research platforms for self-directed investors — and they attack the problem from different angles. Koyfin gives you Bloomberg-level financial data across 100,000+ global securities with customizable dashboards. Stock Rover gives you 700+ screening metrics, equation-based custom filters, and portfolio analytics that include Monte Carlo simulation.

Both are built for investors who do their own analysis. Neither tells you what to buy.

Koyfin is the better choice for most investors. Its global coverage (100,000+ securities vs Stock Rover’s 8,500 North American stocks), mobile apps, and modern interface make it the more versatile platform. When you’re analyzing companies across international markets, tracking macro trends, or building customizable research workflows, Koyfin’s breadth is unmatched at retail pricing.

But Stock Rover wins on screening depth and value. Its 700+ metrics at the Premium Plus tier, equation screening, and portfolio analytics — all at $280/year — offer more analytical power per dollar than Koyfin for North American investors who live inside their screener.

Koyfin vs Stock Rover: Side-by-Side

Note: Pricing was last verified in late 2025. Check each platform’s website for current rates.

Koyfin: Bloomberg-Level Data, Retail Pricing

Koyfin was founded in 2016 by Rob Koyfman, a former Goldman Sachs analyst, to bridge the gap between $20,000+ Bloomberg terminals and the basic free tools available to retail investors. The result is a platform with 10-year financial statements, analyst estimates, earnings transcripts, and 5,900+ screening criteria across 100,000+ global securities.

What separates Koyfin from Stock Rover is scope. Koyfin covers stocks, ETFs, mutual funds, government yields, currencies, commodities, and crypto across global exchanges. The customizable dashboards let you build multi-panel research layouts combining financial data, charts, and screening results — then save them for different workflows.

The platform also scales up to financial advisor tiers ($2,006-$2,870/year) with client reporting, model portfolios, and custodian integration. Most individual investors won’t need these features, but the fact that they exist speaks to Koyfin’s institutional-grade foundation.

Koyfin’s Strengths

Global coverage. 100,000+ securities worldwide versus Stock Rover’s 8,500 North American stocks. If you invest in European, Asian, or emerging market equities — or want to screen ETFs, currencies, or commodities — Koyfin is your only option between these two.

Modern interface with mobile access. Customizable dashboards with drag-and-drop layouts, six color themes, and iOS/Android apps. Stock Rover’s spreadsheet-oriented interface feels utilitarian by comparison.

Analyst estimates and transcripts. Koyfin includes consensus estimates and earnings call transcripts at the Plus tier — data that Stock Rover doesn’t offer. For investors who track analyst revision trends, this is a meaningful advantage.

Koyfin’s Limitations

Higher price for the data tier. Koyfin Plus at $374/year (with discount) costs $94 more than Stock Rover Premium Plus at $280/year — and Stock Rover’s top individual tier includes features (equation screening, Monte Carlo) that Koyfin doesn’t offer at any price.

Weaker portfolio analytics. Koyfin tracks portfolios, but Monte Carlo simulation, correlation analysis, and portfolio rebalancing tools are absent from individual tiers. Stock Rover includes all of these at $280/year.

No equation screening. Koyfin has more raw filter criteria (5,900+), but you can’t create custom metric formulas the way Stock Rover’s equation screening allows. For investors who build proprietary scoring models, this gap matters.

Best for: Global investors, macro-oriented analysts, and anyone who needs data beyond North American equities.

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Stock Rover: The Screener That Thinks Like an Analyst

Stock Rover has been building its screening platform since 2008, and the depth shows. At the Premium Plus tier, you get 700+ financial metrics, equation screening (create custom formulas combining any metrics), ranked screening results, and historical data screening — capabilities that let you build investment strategies as sophisticated as institutional quant models.

What makes Stock Rover different from Koyfin isn’t just the number of metrics — it’s how you use them. Equation screening lets you define custom scoring models. Ranked screening sorts results by your criteria. Historical screening tests whether a filter would have identified stocks that actually performed. It’s a screener that rewards creativity and analytical depth.

The portfolio analytics are equally impressive for the price. Monte Carlo simulation, correlation analysis, portfolio rebalancing, and dividend projections are features you’d expect at institutional pricing — Stock Rover delivers them at $280/year.

Stock Rover’s Strengths

Equation screening. Create custom metrics by combining any financial data points in formulas. Want to screen for companies where free cash flow yield exceeds earnings yield by 2+ points? Build the equation and screen. Koyfin can’t do this.

Portfolio analytics depth. Monte Carlo simulation estimates probability ranges for your portfolio outcomes. Correlation analysis shows which holdings move together. Rebalancing tools tell you what to trade to reach target allocations. At $280/year, this is exceptional value.

Lower price at every tier. Stock Rover Premium ($180/year) roughly matches Koyfin Plus ($374/year) on screening features, at less than half the price. Premium Plus ($280/year) adds equation screening and deeper analytics for $94 less than Koyfin Plus.

Research reports. Optional add-on ($50/year bundled) provides 8-page deep dives on 7,000+ North American stocks. Koyfin doesn’t offer comparable pre-built research.

Stock Rover’s Limitations

North America only. NYSE, NASDAQ, and Toronto Stock Exchange. No European stocks, no Asian markets, no emerging markets, no commodities, no currencies. If your portfolio crosses borders, Stock Rover can’t follow it.

No mobile app. Web-only platform in an era when most investors check markets on their phone. Multi-monitor support for desktop is nice, but the lack of mobile access is a real gap.

Utilitarian interface. Stock Rover’s spreadsheet-style tables are functional but lack the visual polish of Koyfin’s customizable dashboards. If you value aesthetics and modern UI, the experience will feel dated.

No earnings transcripts or analyst estimates. Stock Rover focuses on reported financials and derived metrics. Consensus estimates and earnings call transcripts aren’t part of the platform.

Best for: North American investors who build complex screens, use equation-based custom metrics, and want deep portfolio analytics at a lower price.

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Head-to-Head: The Differences That Actually Matter

Screening: Quantity vs Sophistication

Koyfin boasts 5,900+ filter criteria — more raw data points than Stock Rover’s 700+ metrics. But Stock Rover’s screening engine is more sophisticated in how it lets you use those metrics.

Equation screening is the key differentiator. Stock Rover lets you combine metrics in custom formulas, then screen the entire stock universe against your custom calculations. Ranked screening adds another dimension: instead of binary pass/fail filters, you can sort results by a composite score you define.

If your screening needs are complex and formula-driven, Stock Rover’s engine is more powerful despite having fewer raw metrics. If your screening needs are broad and data-intensive — covering international markets, multiple asset classes, and thousands of individual criteria — Koyfin’s breadth wins.

Portfolio Analytics: Not Close

Stock Rover’s portfolio analytics operate at a level Koyfin doesn’t attempt for individual investors. Monte Carlo simulation estimates probability ranges for your portfolio’s future returns. Correlation analysis reveals which holdings move together (helping you diversify effectively). Portfolio rebalancing tools calculate the trades needed to reach your target allocation.

Koyfin offers portfolio tracking and basic performance analysis. Its advanced portfolio features — model portfolios, client reporting, custodian integration — are locked behind Advisor tiers at $2,006+/year, designed for financial professionals rather than individual investors.

If portfolio management and optimization are central to your investing process, Stock Rover delivers dramatically more at its $280/year price point.

Global vs North American

This is the clearest dividing line. Koyfin covers 100,000+ securities globally — stocks, ETFs, mutual funds, bonds, currencies, commodities, and crypto across worldwide exchanges. Stock Rover covers approximately 8,500 North American stocks, 4,000 ETFs, and 40,000 mutual funds.

For US and Canadian investors who don’t need international coverage, this dimension is neutral. For anyone with global exposure, Koyfin is the only viable option between these two.

The Value Equation

Stock Rover’s pricing advantage is significant. Its top individual tier (Premium Plus at $280/year) costs $94 less than Koyfin’s entry paid tier (Plus at $374/year with discount). And Premium Plus includes features — equation screening, Monte Carlo simulation, correlation analysis — that Koyfin doesn’t offer at any price for individual users.

Koyfin justifies its higher price through global coverage, a modern interface, mobile apps, and analyst estimates. Whether those extras are worth $94/year depends entirely on your investment scope and workflow preferences.

How to Decide

Choose Koyfin if:

• You invest in international markets and need global coverage beyond North America
• You value a modern interface with customizable dashboards and mobile apps
• Analyst estimates and earnings transcripts are important to your research
• You want a platform that scales from individual investor to financial advisor

Choose Stock Rover if:

• You invest exclusively in North American stocks and don’t need global data
• Equation screening and custom metric formulas are central to your research process
• Portfolio analytics (Monte Carlo, correlation, rebalancing) matter to your investing
• You want the most analytical power per dollar at $280/year

Use both if:

• You want Stock Rover’s screening engine and portfolio analytics for North American stocks, plus Koyfin’s data platform for international analysis and macro views
• The combined cost (~$654/year) fits your research budget

The tiebreaker: Check your brokerage holdings. If every position is a US or Canadian stock, Stock Rover gives you more for less. If your portfolio crosses any border, Koyfin is the only option.

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The Bottom Line

Koyfin wins for most investors because the investing world is increasingly global, and limiting your analytical platform to North America means limiting your opportunity set. With 100,000+ securities, mobile apps, and analyst estimates at $374/year, Koyfin provides the more versatile research foundation — especially in a market with 81-point dispersion where finding the right stocks across sectors and geographies is the key to outperformance.

But Stock Rover is the right choice for dedicated North American screeners. Its equation screening, 700+ metrics, Monte Carlo simulation, and portfolio rebalancing deliver institutional-grade analytical capabilities at $280/year — $94 less than Koyfin. If your portfolio is exclusively North American and your process is screen-first, Stock Rover offers more power where it matters most to you.

Both platforms reflect a core truth: the investors who outperform in this market are the ones with better research tools. Whether you choose Koyfin’s global data breadth or Stock Rover’s screening depth, you’re investing in your analytical edge. That’s never a bad allocation.

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Frequently Asked Questions

Koyfin vs Stock Rover: which is better?

Koyfin is better for global investors who need data across 100,000+ securities worldwide, modern dashboards, and mobile apps. Stock Rover is better for North American screeners who want equation-based custom filters, 700+ metrics, and portfolio analytics (Monte Carlo, correlation analysis) at a lower price ($280/year vs $374/year). Your investment scope — global or North American — is the deciding factor.

Is Koyfin worth it?

Yes, for investors who need global financial data. At $374/year (with TraderHQ’s 20% discount), Koyfin delivers Bloomberg-level data — 10-year financials, 5,900+ screening criteria, analyst estimates, and earnings transcripts — across 100,000+ global securities. The learning curve is steep and the price is higher than North America-focused alternatives, but for investors with international exposure, the global coverage alone justifies the investment. A free tier lets you test core features first.

Is Stock Rover worth it?

Yes, for North American investors who screen stocks regularly. Stock Rover Premium Plus at $280/year provides 700+ screening metrics, equation-based custom filters, Monte Carlo simulation, correlation analysis, and portfolio rebalancing — analytical depth that rivals platforms costing several times more. The AAII Editor’s Choice recognition and Barron’s praise validate the value. It’s less suitable for international investors or those who prefer mobile-first platforms, given its North America-only coverage and web-only access.

Can I use both Koyfin and Stock Rover?

Yes, and they complement each other well. Use Stock Rover for its superior screening engine, equation-based custom filters, and portfolio analytics on North American holdings. Use Koyfin for global data, macro analysis, analyst estimates, and on-the-go research via mobile apps. The combined cost (~$654/year) is comparable to many single-service premium subscriptions, and together they cover virtually every analytical need a self-directed investor has. Both offer free tiers to test before committing.

Does Stock Rover cover international stocks?

No. Stock Rover covers North American markets only — NYSE, NASDAQ, and Toronto Stock Exchange (approximately 8,500 stocks, plus 4,000+ ETFs and 40,000+ mutual funds). There is no international stock data at any tier. If you invest in stocks listed outside North America, Koyfin’s 100,000+ global securities provide the international coverage Stock Rover lacks.