Comparison
Koyfin is a research terminal: deep financial data, charting, screening, and dashboards, aimed at people who want a Bloomberg-shaped tool at a retail price. Vestiio is a portfolio analyst. Koyfin is the better instrument for studying markets; Vestiio is built to interpret the positions you hold.
You want breadth and depth of market data: ten years of financials and estimates, global company coverage, advanced charting, custom dashboards and formulas. It is the stronger research instrument and nothing here disputes that.
You want your own portfolio analysed rather than a terminal to drive: AI chat on your holdings, broker syncing, material news on what you own, and 13F fund tracking, at a lower price.
| Capability | Vestiio | Koyfin |
|---|---|---|
| Portfolio tracking and analyticsKoyfin has My Portfolios, with advanced analytics on Premium | ✓ | ✓ |
| Deep financial data and estimatesKoyfin is a research terminal and this is its core | ✕ | ✓ |
| Broker connections | ✓ | ✕ |
| Advanced charting and custom dashboards | ✕ | ✓ |
| AI on your own portfolio | ✓ | ✕ |
| Global company coverage at terminal depth | ✕ | ✓ |
| 13F fund tracking | ✓ | ✕ |
| Adviser and client reporting tools | ✕ | ✓ |
| Private, invite-only leaguesA public community or ranking is common. This row is about invite-only leagues among people you choose | ✓ | ✕ |
| Plan | Price | Includes |
|---|---|---|
| Basic | $19/mo | 1 portfolio, $190/yr |
| Pro | $39/mo | 2 portfolios, $390/yr |
| Premium | $59/mo | 5 portfolios, $590/yr |
Extra portfolios are $10/mo each. Basic may add one; Pro and Premium up to ten. No free tier. A Demo workspace with a synthetic portfolio lets you try the product before paying.
| Plan | Price | Limits |
|---|---|---|
| Free | $0 | 2 watchlists, 2 screens |
| Plus | $39/mo | 10y financials, screener, unlimited dashboards |
| Premium | $79/mo | Advanced portfolio analytics, custom formulas |
| Advisor | $209 to $299/mo | Client reporting, custodian integration |
Koyfin pricing last verified 2026-09-09 against their own pricing page. Check it before relying on the figures.
Connect a broker read-only, or start in a demo workspace with a synthetic portfolio and see what the analysis looks like before you pay.
See plans and pricing