#How do Koyfin and Investi differ?
Koyfin gives you the data and lets you arrange it: dashboards, graphs, a screener and macro views that you configure. Investi gives you an analyst: you ask a question, it reads the filings and your notes, and it answers with a source on every number.
| Koyfin | Investi | |
|---|---|---|
| Approach | Dashboards, charts and screens you build | An AI analyst you ask, in a workspace you keep |
| Coverage | Global, across stocks, ETFs, mutual funds, yields, currencies, commodities and crypto | US-listed SEC filers and funds, plus US and international macro data |
| Sources | Aggregated market and financial data | The filing itself, down to the passage or table cell |
| Your work | Watchlists and custom dashboards | Notes, theses and folders next to each company, read by the analyst |
| Portfolio | Portfolio analysis and client-ready reports for advisors | Read-only brokerage sync with returns and risk stats |
#What we compared
We rank tools on the same four criteria everywhere: how deep they reach into the filed record, whether a number links to its source, whether your work persists, and price. Prices change often, so check each product's pricing page. See how we compare.
#Where is Koyfin better?
Breadth. Koyfin covers markets worldwide and across asset classes, from government yields in dozens of countries to currencies and commodities. Its screener runs across a very large global universe with thousands of filter criteria, and its charting is built for people who think visually. It also searches call transcripts, which Investi doesn't offer. Advisors get portfolio reports they can hand to clients.
#Where is Investi better?
Depth on US companies and a record of your own thinking. Investi reads the full SEC record, from 1993 to today, and every number it gives you links to the exact passage or cell in the filing. Calculations show their formula. Your notes and theses sit next to each company, and the analyst reads them before it answers, so the next question starts from what you already know. Routines rerun a question on a schedule and email you the result.
#Who should pick which?
Pick Koyfin if you want to watch many markets at once and build your own views of the data. Pick Investi if you research US companies one at a time and want answers you can trace to a filing, kept in a workspace that lasts.