The short version. Koyfin is a Bloomberg-style dashboard for macro, charts and company data. Stock Rover is a screening and portfolio engine for US equities. Koyfin bills monthly from $39; Stock Rover bills yearly from $80.
How they compare
What each is shaped like
Koyfin is built as a terminal: customisable dashboards, macro data, yield curves, FX, and company financials laid out the way a professional would arrange them. Stock Rover is built as a research workbench for equities, organised around screening, comparing and holding rather than around monitoring.
Macro and asset coverage
Koyfin covers far more than stocks, with genuinely good macro dashboards, rates, commodities and currencies. Stock Rover is equities and funds only. If you want to see how a holding sits against the rate cycle, only one of these does that natively.
Screening and portfolio work
Stock Rover is stronger on both. Around 700 metrics, custom formulas, brokerage connection, correlation analysis and future dividend income projection. Koyfin screens competently but it is not the centre of the product, and portfolio analytics are thinner.
Price structure
Koyfin is $39 a month for Plus or $79 for Premium, so roughly $470 to $950 a year. Stock Rover tops out at $280 a year. The gap is large enough that Koyfin needs to be earning its keep through the macro and dashboard work you cannot get elsewhere.
Who each one is for
Choose Koyfin if you want a professional-feeling dashboard spanning macro, rates and equities, and you monitor markets daily.
Choose Stock Rover if you focus on US equities, screen heavily and want deep analytics on the portfolio you already hold.
The third option: build the thesis yourself
Most people comparing Koyfin and Stock Rover are really asking a question neither answers: how do I know whether this company is worth owning?
The problem they share. A terminal shows you more numbers, faster. A workbench lets you slice them more finely. Neither answers the question underneath both: what actually matters for this company, at this point in its life. That gap shows up at exactly the wrong moment. When a holding falls 30%, you cannot tell a broken business from a temporary drawdown, because you never built the model the thesis rested on.
Stock Simplifier vs Koyfin
Koyfin gets closer to a Bloomberg terminal than anything else at retail pricing, and like a terminal it makes no judgements. Dashboards this powerful assume you already know which metrics matter for this business at this stage.
Stock Simplifier does that interpretation alongside you, adapting the framework to the company's lifecycle phase, and saves the result as work you can revisit.
There is also the free-tier question. Koyfin's has been cut back to two watchlists, two screens and two years of financials. Stock Simplifier's free plan covers a full analysis with five years of financials and no card.
Stock Simplifier vs Stock Rover
Stock Rover hands you around 700 metrics and no opinion about any of them. That is deliberate and it is genuinely powerful, provided you already know which numbers matter for this company at this stage of its life.
Stock Simplifier runs on the same class of institutional data and adds the layer Stock Rover leaves out: what the numbers mean here, why this metric matters for this type of business, and what the combination implies.
It is also the difference between a spreadsheet and a written thesis. One is a workspace; the other is a conclusion you can revisit and check.
What Stock Simplifier actually does
A guided wizard walks you through seven steps for any stock: the business model, its lifecycle phase, the moat, management, growth, risk and valuation. Real data from Fiscal.ai populates each step, the framework adapts to the type of company, and each concept is explained where it appears. You review, score and decide.
Where it falls short. It will not hand you a stock pick. It covers US-listed stocks only. There is no community, no earnings call transcripts and no portfolio tracker. If any of those is why you subscribe today, keep what you have and add this alongside it.
All three side by side
| Product | Price | Best for |
|---|---|---|
| Koyfin | Free tier, then $39/mo Plus or $79/mo Premium | Bloomberg-style dashboards at retail prices |
| Stock Rover | Free, then $80, $180 or $280/yr | Data depth and screening |
| Stock Simplifier | Free plan, no card. Paid from $19.99/mo or $199/yr | Investors who want to research stocks like a pro with the help of AI so they can build their own conviction |
Frequently asked questions
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