vestiio

Comparison

Vestiio vs Koyfin

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.

Which one should you pick?

Pick Koyfin if

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.

Pick Vestiio if

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.

Feature by feature

CapabilityVestiioKoyfin
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

Where Koyfin is stronger

  • Ten years of financials and estimates with global company coverage, far beyond our data depth.
  • Advanced charting, unlimited custom dashboards, custom formulas and templates.
  • A genuine research terminal, which is a different and more powerful class of tool for studying markets.
  • Adviser tiers with client reporting and custodian integration that we do not offer at all.

Where Vestiio is stronger

  • Built around the portfolio you hold rather than the market at large, with read-only broker syncing.
  • AI chat that knows your holdings, scores, thesis, risk, and the macro regime.
  • 13F Fund Explorer and an analyst feed scored on predictive skill.
  • Portfolio Radar: AI-classified material news on the things you actually own.
  • Half the price of Koyfin Plus at our entry tier, and well under Premium at every tier.
  • A share page in percentages rather than amounts, so you show how you invest without showing how much.
  • A month-by-month activity record on that page: what you bought and sold, how your thesis changed, and a written summary of the month.
  • Swiss-hosted, with portfolio contents never used to train models.

Pricing

Vestiio

PlanPriceIncludes
Basic$19/mo1 portfolio, $190/yr
Pro$39/mo2 portfolios, $390/yr
Premium$59/mo5 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.

Koyfin

PlanPriceLimits
Free$02 watchlists, 2 screens
Plus$39/mo10y financials, screener, unlimited dashboards
Premium$79/moAdvanced portfolio analytics, custom formulas
Advisor$209 to $299/moClient reporting, custodian integration

Koyfin pricing last verified 2026-09-09 against their own pricing page. Check it before relying on the figures.

Try Vestiio on your own portfolio

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