The Best Koyfin Alternative for Analysts Who Need
Auditable Source Data
Koyfin builds stunning dashboards on S&P Capital IQ data. GeminIQ builds analysis on numbers sourced directly from the SEC — so every chart, metric, and screener result is backed by data you can trace to the filing.
What Koyfin Does Well
- →Exceptional charting and customizable multi-widget dashboards
- →Global coverage across equities, ETFs, mutual funds, FX, and macro
- →Economic data dashboards (FRED, Trading Economics integration)
- →Insider ownership and transactions (Plus and above)
- →Analyst estimates, transcripts, and premium news
- →AI Copilot for conversational research
- →Generous free plan for getting started
Where GeminIQ Wins
- →Direct SEC EDGAR data — no third-party normalization
- →XBRL tag traceability on every data point
- →Raw, as-filed company reporting preserved exactly
- →Proprietary Earnings Market Reaction Heatmap
- →Advanced screener with 100+ metrics and up to 10 stackable filters on auditable data
- →17+ years of historical data on all plans (vs. 2 years free, 10 years on Plus)
- →26% cheaper than Koyfin Plus, 63% cheaper than Koyfin Premium
Who Should Switch
- →US-focused fundamental analysts who verify numbers against 10-Ks
- →Investors who need XBRL-traceable data, not normalized aggregator data
- →Those frustrated by calculated metrics that don't match the filing
- →Screener power users who want every result traceable to source
- →Anyone who needs 17+ years of history without a paid upgrade
GeminIQ vs Koyfin: Full Feature Comparison
A complete side-by-side breakdown of what each platform offers
| Feature | GeminIQ | Koyfin |
|---|---|---|
| Primary Data Source | Direct SEC EDGAR | S&P Capital IQ (normalized), Morningstar (funds), FRED/Trading Economics (macro), and other licensed vendors |
| Raw, As-Filed Financials Preserved | normalized by S&P Capital IQ | |
| XBRL Tag Transparency | every data point traceable to its XBRL tag | |
| Company-Specific Line Item Preservation | standardized into Capital IQ templates | |
| Full Data Auditability to Source Filing | ||
| Years of Historical Data | 17+ years (all plans) | 2 years (Free), 10 years (Plus and above) |
| All Historical Data Included at One Price | 2 years on free tier | |
| Interactive Financial Visualizations | ||
| Custom Data Tables (saveable templates) | build once, apply across tickers | custom financial analysis templates, Plus and above |
| Calculated Financial Metrics | 50+ KPIs from raw source data | Extensive metrics from S&P Capital IQ data |
| Custom Formulas | limited on Free/Plus, unlimited on Premium | |
| Advanced Stock Screener | 100+ metrics, up to 10 stackable filters with less than, greater than, between logic, on XBRL-traceable data | global screener with templates, ETF screening on Plus+ |
| Earnings Market Reaction Heatmap | 1–12 month post-filing price drift | |
| SIC-Based Sector Search | ||
| Custom Watchlists with Comps Engine | side-by-side data grids and multi-ticker charts | smart watchlists with customizable views, shareable |
| Insider Transaction Tracking | visual sentiment timeline with granular Form 4 detail, 17+ years | transaction chart and table with 2 years of history, Plus and above |
| Institutional Ownership | aggregate ownership trend tracking | ownership snapshot |
| Global Stock Coverage | US-listed SEC filers only | global equities, ETFs, mutual funds, FX, crypto |
| Analyst Estimates & Consensus | forward estimates via S&P Capital IQ | |
| Economic / Macro Data Dashboards | FRED, Trading Economics, currency, bond data | |
| Earnings Call Transcripts | 9,000+ companies back to 2004 | |
| AI Copilot | AI-powered conversational research | |
| Portfolio Analytics | portfolio tracking, model portfolios | |
| Premium News Feed | MT Newswires, Plus and above | |
| Free Trial | 7-day full-access | free plan available, no time limit |
| Free Plan Available | 2 years financials, limited features | |
| All Features at One Price | tiered: Free, Plus, Premium, Advisor tiers |
| Feature | GeminIQ | Koyfin |
|---|---|---|
| Primary Data Source | Direct SEC EDGAR | S&P Capital IQ (normalized), Morningstar (funds), FRED/Trading Economics (macro), and other licensed vendors |
| Raw, As-Filed Financials Preserved | ||
| XBRL Tag Transparency | ||
| Company-Specific Line Item Preservation | ||
| Full Data Auditability to Source Filing | ||
| Years of Historical Data | 17+ years (all plans) | 2 years (Free), 10 years (Plus and above) |
| All Historical Data Included at One Price | ||
| Interactive Financial Visualizations | ||
| Custom Data Tables (saveable templates) | ||
| Calculated Financial Metrics | 50+ KPIs from raw source data | Extensive metrics from S&P Capital IQ data |
| Custom Formulas | ||
| Advanced Stock Screener | ||
| Earnings Market Reaction Heatmap | ||
| SIC-Based Sector Search | ||
| Custom Watchlists with Comps Engine | ||
| Insider Transaction Tracking | ||
| Institutional Ownership | ||
| Global Stock Coverage | ||
| Analyst Estimates & Consensus | ||
| Economic / Macro Data Dashboards | ||
| Earnings Call Transcripts | ||
| AI Copilot | ||
| Portfolio Analytics | ||
| Premium News Feed | ||
| Free Trial | ||
| Free Plan Available | ||
| All Features at One Price |
Koyfin Is a Powerful Dashboard — GeminIQ Is an Auditable Data Foundation
Koyfin has built one of the best visualization and dashboard platforms in the retail investing space. Its customizable multi-widget layouts, economic data overlays, charting flexibility, and recently added insider ownership features make it a genuinely impressive all-in-one research terminal. For investors who need global macro context alongside company fundamentals, Koyfin is hard to beat on breadth and interface quality.
But Koyfin's financial data comes from S&P Capital IQ — a third-party aggregator that processes, standardizes, and redistributes raw SEC filings to fit its own generic templates. Koyfin's own FAQ confirms this: equity fundamentals, consensus estimates, and valuation data are all sourced from Capital IQ.
For analysts who audit their work, this creates a precision problem. When a company reports revenue across four unique segments, Capital IQ's standardization layer may consolidate them. When a company uses a non-standard profitability metric, it gets reclassified. The dashboard looks beautiful — but the numbers underneath may not reflect what the company actually reported in its 10-K. Every downstream calculation, screen, and comparison built on normalized data inherits that gap.
GeminIQ: Every Chart Built on Verifiable Data
GeminIQ builds interactive visualizations on data sourced directly from SEC EDGAR — with every metric tagged to its XBRL source in the original filing. You get multi-metric charting with line, bar, and area charts, logarithmic scaling, and statistical transformations — all built on numbers you can verify in under 30 seconds. GeminIQ won't match Koyfin's dashboard breadth or macro coverage. What it will do is ensure that every number on every chart actually matches the filing.
17+ Years of History on Every Plan — No Paywall
Koyfin's free plan includes just 2 years of financial history. To access 10 years, you need the Plus plan at $39/month. GeminIQ includes 17+ years of historical data on every plan — including the Founders Plan at $29/month. For fundamental analysts studying full market cycles (2008 financial crisis, 2020 pandemic, 2022 bear market), that depth matters — and it shouldn't require a paid upgrade to access.
GeminIQ vs Koyfin: Pricing Comparison
GeminIQ Founders is 26% cheaper than Koyfin Plus and 63% cheaper than Koyfin Premium — with raw source data accuracy and features Koyfin doesn't offer.
- ✓ All features included — no tiers, no upsells
- ✓ 17+ years of historical data
- ✓ XBRL-tagged data, fully auditable to source filing
- ✓ Advanced screener with 100+ metrics
- ✓ Earnings Market Reaction Heatmap
- ✓ Insider transactions and institutional ownership
- ✓ 7-day free trial
- → 10 years of financials and estimates
- → Unlimited watchlists and screening templates
- → Insider ownership and transactions
- → Custom FA templates and 10 custom formulas
- → Premium news, transcripts, filings
- → Everything in plus
- → Unlimited custom formulas and FA templates
- → Complete ETF valuation data
- → Priority support
The Bottom Line on Price
GeminIQ Founders ($29/mo billed annually, locked for life) is 26% cheaper than Koyfin Plus ($39/mo) and 63% cheaper than Koyfin Premium ($79/mo). GeminIQ includes 17+ years of historical data (vs. 10 years on Koyfin Plus), XBRL-traceable data, and the Earnings Market Reaction Heatmap — features Koyfin doesn't offer at any tier. Koyfin offers significantly broader coverage (global equities, ETFs, macro, FX), dashboard customization, and tools like the AI Copilot and custom formulas. The right choice depends on your priority: if you need a broad, global research terminal, Koyfin is excellent. If you need raw, auditable US data with analytical precision, GeminIQ is the stronger foundation.
Why Analysts Switch from Koyfin to GeminIQ
"The numbers didn't match the 10-K"
Koyfin's S&P Capital IQ data layer normalizes revenue segments and reclassifies non-standard metrics to fit standardized templates. On GeminIQ, every data point carries its XBRL tag — so you can verify it directly in the SEC filing. The number you see on GeminIQ is always the number in the filing.
"I couldn't trace a metric back to the source"
Koyfin doesn't expose the data lineage behind its financial figures. GeminIQ tags every metric to its XBRL source in the original SEC filing. You can open the actual 10-K and confirm any number in under 30 seconds — no guesswork required.
"I only got 2 years of data on the free plan"
Koyfin's free tier includes just 2 years of financial history — not enough to evaluate a company through a full market cycle. GeminIQ's 7-day trial gives you full access to 17+ years of data. And the Founders Plan at $29/month keeps that full history permanently — $10/month less than Koyfin Plus, which caps at 10 years.
"I needed the post-earnings price reaction data"
GeminIQ's Earnings Market Reaction Heatmap shows exactly how a stock moved 1, 2, 3, 6, and 12 months after each filing — surfacing behavioral patterns that help you time entries and identify "sell the news" events. Koyfin doesn't offer this capability.
Frequently Asked Questions
For US-focused fundamental analysts who need XBRL-traceable data and filing-level auditability, yes. GeminIQ delivers raw SEC data with 17+ years of history on every plan, plus unique features like the Earnings Market Reaction Heatmap. Koyfin is a broader platform with exceptional dashboard customization, global coverage, macro data, AI Copilot, transcripts, and analyst estimates. If you need a global research terminal, Koyfin is strong. If you need every number to match the filing, GeminIQ is the more precise tool.
Data provenance. Koyfin sources equity fundamentals from S&P Capital IQ, which normalizes raw SEC filings into standardized templates for cross-company comparability. GeminIQ ingests data directly from SEC EDGAR and preserves the raw, as-filed reporting structure with XBRL tags on every data point. Koyfin offers far more breadth (global equities, ETFs, macro, FX). GeminIQ offers more depth and auditability for US-listed companies.
Both platforms now track insider transactions. Koyfin added insider ownership and transactions in April 2026 (available on Plus and above), sourced from S&P Capital IQ with up to 2 years of history and a summary chart. GeminIQ's insider tracking is sourced directly from SEC Form 4 filings, with a visual sentiment timeline showing executive buying and selling patterns, granular transaction-level detail, and context about each insider's role, with 17+ years of data. Both are useful — GeminIQ's approach is more tightly integrated with its as-filed data philosophy.
Yes — Koyfin has a global stock screener with pre-built templates and the ability to create custom screens across multiple asset classes. It's a strong, broad screener. GeminIQ's Advanced Screener is narrower but more precise: 100+ metrics derived directly from SEC filings, up to 10 stackable filter conditions with exact logic (less than, greater than, between), and every result traceable to its XBRL source. Koyfin's screener casts a wider net globally. GeminIQ's screener gives you auditable US results.
GeminIQ Founders is $29/mo billed annually — 26% cheaper than Koyfin Plus ($39/mo annual) and 63% cheaper than Koyfin Premium ($79/mo annual). GeminIQ includes all features at one price, with 17+ years of historical data. Koyfin's free plan is limited to 2 years of financials; its Plus plan gives 10 years. Premium unlocks unlimited custom formulas and priority support. For US-focused analysts, GeminIQ offers more historical depth and data auditability at a lower price.
No. GeminIQ is specialized for fundamental equity analysis of US-listed SEC filers. Koyfin's economic data dashboards — covering FRED indicators, currency charts, bond yields, and macro overlays — are among its strongest features. If macro context is central to your workflow, Koyfin serves that need well. GeminIQ is the better tool when your primary research is company-specific US fundamental analysis and you need the underlying data to be verifiable.
No. GeminIQ is focused on structured quantitative analysis — XBRL-traceable data, interactive visualizations, screener, and the Earnings Heatmap. Koyfin's AI Copilot offers conversational research capabilities for quick-look analysis. If AI-powered Q&A is important to your workflow, Koyfin provides that. GeminIQ's value is in the precision and auditability of the data itself.
Koyfin's free plan offers real value — charting, macro dashboards, and 2 years of financials. But 2 years of history isn't enough for full market cycle analysis, and the free tier uses the same normalized S&P Capital IQ data as the paid plans. GeminIQ's 7-day trial gives you the full platform — 17+ years of XBRL-tagged data, the Earnings Heatmap, advanced screening, insider tracking, and institutional ownership — so you can evaluate the difference raw source data makes before committing.
Charts You Can Actually Audit
Try GeminIQ free for 7 days. Interactive visualizations built on direct SEC sourcing — every metric traceable, every number verifiable.
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