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 for you: 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
Weekly research on your own standing questionsVestiio: three personal Scouts on Premium, with retained research history and sourced findings when something changes. House Scouts are available on every plan. Koyfin documents price, valuation, technical, news, and filing alerts. An equivalent standing-question workflow was not verified in the official sources reviewed on 16 September 2026. ✓ Not verified
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

  • Scouts revisit your investment questions every Sunday, retain research history, and surface meaningful changes with source quotes and links. Premium includes three personal Scouts; house Scouts are available on every plan.
  • Built around the portfolio you hold, 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: news about your holdings, with AI marking which stories are material.
  • Half the price of Koyfin Plus at our entry tier, and well under Premium at every tier.
  • A share page in percentages, so others see how you invest without seeing how much you have.
  • 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 14-day Premium trial with no card needed lets you try it on your own portfolio 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

Sign in with Google or your email to try Premium for 14 days. No credit card required. Explore sample portfolios or import your own with Manual Sync.

Start free trial

Vestiio is informational portfolio analytics software. It does not execute trades, hold client assets, or provide investment advice, and it is not affiliated with Koyfin or with any broker.