Koyfin alternative

Brief Equity: a Koyfin alternative for focused equity research

Brief Equity is a Koyfin alternative for investors who focus only on equities. Koyfin is a broad, multi-asset data terminal with deep global data and powerful dashboards. Brief Equity is a research workspace: it pulls news, filings, and transcripts for the stocks you track into one filterable feed, lets you write your thesis in connected notes, build your own valuation models, and follow institutional 13F ownership, all in one place. Pick Koyfin for multi-asset breadth and data depth. Pick Brief Equity if you want one place to research equities, not just read about them. Brief Equity shows delayed market data and is US-focused.

Bottom line

Pick Koyfin if you want multi-asset breadth, global data, and advanced charting. Pick Brief Equity if you research equities and want one place to track, read, write, model, and follow the 13F money. It is a workspace, not a data terminal.

By The Brief Equity Team · Published

Brief Equity vs Koyfin at a glance

FeatureBrief EquityKoyfin
Core ideaA research workspace you work insideA data terminal with configurable dashboards
FocusEquities only (individual stocks)Multi-asset: stocks, ETFs, mutual funds, bonds, FX, macro, crypto prices
Market dataDelayed; US-focusedBroad, deep, global data; 10-year financials and estimates
Research feedNews, press releases, transcripts, filings, insider trades, and analyst ratings merged into one filterable feed scoped to your watchlistsNews, press releases, filings, and transcripts available on paid plans
Notes & thesis writingBuilt in: capture passages and figures from the source into connected notes with back-links; a research library, briefs, and a boardNo built-in note-taking or thesis-writing layer
Knowledge graphForce-directed graph linking your notes, tickers, watchlists, and fundsNot offered
Valuation modelsBuild your own DCF and EV/EBITDA with Bear/Base/Bull scenarios, sensitivity, Monte Carlo, and saved snapshotsValuation data and DCF inputs in the screener and analytics, not a hands-on model builder
Institutional 13F ownershipA dedicated workflow: company holders, a fund X-ray, a watchlist ownership lens, and saved fundsInstitutional ownership data available
ChartingPrice history and an interactive chart on every stock pageAdvanced charting with technical indicators, drawing tools, and macro series
ScreenerNo standalone screenerGlobal screener: 100K+ securities, 5,900+ filter criteria
Free plan10-day free trial, then one paid planFree plan available; paid plans from $39/mo
Price$38/mo billed annually ($48/mo monthly), everything includedFree; Plus $39/mo; Premium $79/mo; advisor tiers higher
Best forIndividual investors doing deep, long-term equity researchInvestors and advisors who want broad multi-asset data, dashboards, and screening

Which should you choose?

Choose Koyfin if…

  • You track more than equities: ETFs, mutual funds, bonds, FX, macro, or crypto prices.
  • You want deep global and international data, with 10-year financials and estimates.
  • You rely on advanced charting, technical indicators, or a powerful global screener.
  • You want a free plan, or the cheapest possible entry price.
  • You are an advisor who needs portfolio analytics and client reporting.

Choose Brief Equity if…

  • You focus purely on equities and want depth over breadth.
  • You want one place to do your research, not just read data, with notes, a library, and a knowledge graph built in.
  • You want a single filterable feed of news, filings, and transcripts for everything you track, with capture straight into your notes.
  • You want to build and stress-test your own DCF and EV/EBITDA models with scenarios, sensitivity, and Monte Carlo.
  • You follow the institutional 13F money and want it scoped automatically to your watchlists.

Terminal vs. workspace

Koyfin and Brief Equity handle different parts of the job. Koyfin is a data terminal. It aggregates a huge amount of market data across asset classes and lets you arrange it into dashboards, charts, and screens. You open Koyfin to read the market.

Brief Equity is a workspace. It assumes you already do your own equity research and gives you somewhere to do it: track positions, read a merged feed for what you follow, write your thesis in connected notes, build your own models, and follow the funds that move your stocks. You open Brief Equity to do the work, not just look things up.

Where Koyfin is stronger

Koyfin wins on breadth and data depth. It covers stocks, ETFs, mutual funds, bonds, FX, macro, and crypto prices, with deep global coverage, 10-year financials and estimates, and a screener spanning 100K+ securities and thousands of filters. Its charting and custom dashboards go well beyond anything in Brief Equity, and it has a free plan plus advisor-grade portfolio analytics.

If your work spans multiple asset classes, leans on charting and screening, or needs international coverage, Koyfin is the more complete data tool. Brief Equity does not try to compete on that ground.

Where Brief Equity is different

Brief Equity covers the research workflow Koyfin leaves to you. One filterable feed pulls news, press releases, transcripts, filings, insider trades, and analyst ratings for everything on your watchlists into a single stream, and you can save a passage or a block of financials straight into your notes with a back-link to the source.

A research library and a force-directed knowledge graph connect your notes to the tickers, watchlists, and funds they touch. You build and stress-test your own DCF and EV/EBITDA models with scenarios, sensitivity, and Monte Carlo. A dedicated 13F ownership view shows who holds your stocks and how the funds you follow are trading. A data terminal has none of that note-taking, connecting, or modeling layer.

Data, coverage, and the honest caveats

Two things to know before you switch. Brief Equity shows delayed market data and is built for research and long-term thesis tracking, not intraday trading. If you need timely quotes or want to trade off the screen, it is not the tool. Coverage is US-focused and equities-only, with no ETFs as first-class holdings and no funds, FX, macro, or crypto. Brief Equity is also newer and smaller than Koyfin.

Those are real trade-offs, and they are deliberate. The narrow focus is what lets Brief Equity go deep on equity research instead of spreading across every asset class.

Pricing compared

Koyfin has a free plan and a cheaper entry point: free to start, then $39/mo for Plus and $79/mo for Premium, with advisor tiers above that. Brief Equity has no free plan. Instead you get a 10-day free trial with no card, then a single all-inclusive plan at $38/mo billed annually ($48/mo monthly).

So Koyfin wins if you want a permanent free tier or the lowest entry price. Brief Equity is one plan with everything included and no feature gating across tiers, which is simpler if you would otherwise reach for Koyfin's mid or upper plans anyway.

Frequently asked questions

Is Brief Equity a good Koyfin alternative?
If you research equities and want one place to track them, read a merged feed, write your thesis, build your own models, and follow 13F ownership, then yes. If you need multi-asset breadth, deep global data, advanced charting, or a powerful screener, Koyfin is the more complete data terminal.
What does Koyfin do that Brief Equity does not?
Koyfin covers many asset classes (ETFs, funds, bonds, FX, macro, crypto prices) with deep global data, advanced charting and technical analysis, a 100K+ security screener, and a free plan. Brief Equity is equities-only, US-focused, has no standalone screener, and shows delayed data.
What does Brief Equity do that Koyfin does not?
Brief Equity adds the research workflow a data terminal leaves out: a filterable feed scoped to your watchlists with capture-to-notes, connected notes and a knowledge graph, build-your-own DCF and EV/EBITDA models with scenarios and Monte Carlo, and a dedicated 13F ownership view tied to the tickers you track.
Does Brief Equity have real-time data like Koyfin?
No. Brief Equity shows delayed market data and is built for research and long-term thesis tracking, not intraday trading.
Is Brief Equity cheaper than Koyfin?
Koyfin has a free plan and a $39/mo entry tier, so it is cheaper to start. Brief Equity has no free plan. It is a 10-day free trial, then a single all-inclusive plan at $38/mo billed annually ($48/mo monthly).

Brief Equity is built by investors, for investors. We compare tools the way we would weigh them for our own portfolios, with the trade-offs spelled out. For research, not investment advice; market data is delayed. Competitor details reflect public information at the time of writing and can change. Verify current pricing and features on the provider’s site.

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