Explore two distinct platforms for financial analytics, catering to investors and traders with unique tools and pricing structures.

Koyfin is a market analytics platform for investors and advisors, offering extensive market data and customizable dashboards. LuxAlgo provides specialized trading tools on TradingView and an AI backtesting platform for active traders.

Key Takeaways

  • Koyfin: Covers 100,000+ equities, ETFs, mutual funds, FX, and bonds with decades of historical data. Plans start at $0 (Free) and go up to $179 / month for Advisor Pro.
  • LuxAlgo: Specializes in technical trading indicators and strategies such as pattern recognition and signal algorithms. Plans include a Free tier ($0, lifetime access), Premium ($39.99 / month), and Ultimate ($59.99 / month, includes AI Backtesting).

Quick Comparison

Feature Koyfin LuxAlgo
Focus Fundamental & technical market analysis (what is fundamental analysis?) Technical trading indicators & strategies; AI Backtesting
User Base Investors, advisors, portfolio managers Active traders, technical analysts
Starting Price Free; paid plans from $39 / month Free; paid plans from $39.99 / month
Key Tools Equity screener, dashboards, macro insights (FRED macro data) AI Backtesting Assistant, PAC toolkit, Oscillator Matrix

Choose Koyfin if you need a broad market overview and deep fundamental data. Opt for LuxAlgo if you’re a trader focused on technical strategies and rapid strategy iteration with AI backtesting.

2024 Koyfin Demo (Full Platform)

Koyfin dashboard screenshot

1. Koyfin Tools and Services

Koyfin offers powerful analytics designed for professionals, with subscription options that won’t break the bank.

Core Analytics Features

Koyfin delivers:

  • Advanced graphing
  • An equity screener with 5,900+ filters
  • 30 years of historical market data

Dashboard Customization

Create personalized dashboards that include:

  • Market and macro insights
  • Custom watchlists
  • Advanced chart templates
  • Real-time news
  • Economic & earnings calendars (economic calendar explained)

Subscription Tiers and Pricing

PlanPriceKey Features
Free$02 years of financials & estimates • 2 watchlists • Market dashboards • 2 screens
Plus$39 / mo10 years of financials • Filings & transcripts • Stock & ETF screener • Premium news
Pro$79 / moUnlimited custom formulas • Mutual-fund data • ETF valuation metrics • Model portfolios
Advisor Pro$179 / moClient proposal PDFs • Portfolio hub • Schwab integration • Priority support

Annual plans can reduce costs by up to 30%, and enterprise pricing is available for larger teams.

Data Coverage and Analysis Tools

  • Equities: Fundamental & technical data for global stocks
  • ETFs: Detailed holdings & valuation metrics (ETF overview)
  • Mutual Funds: Fund analysis (Pro+)
  • Fixed Income: Bond-market insight
  • Forex: Tools for currency-pair analysis (FX market overview)
“I truly enjoy Koyfin … I open Koyfin every day.” — Hal Peterson, Managing Principal, Mission Hill Advisors

2. LuxAlgo Tools and Services

LuxAlgo AI Backtesting Assistant and equity curve

LuxAlgo equips traders with specialized indicators and AI-assisted strategy tools. While Koyfin covers broad market analytics, LuxAlgo zeroes in on actionable technical insights.

Core Trading Toolkits

  • PAC: Automates support/resistance, trend lines & patterns — learn more
  • S&O: Customizable signal algorithms and overlay visuals — screener overview
  • OSC: Money-flow-based Oscillator Matrix for trend confirmation — introduction

Subscription Plans and Pricing

PlanMonthly PriceKey Features
Free $0 Lifetime access • Hundreds of tools across 5+ platforms • Selected TradingView indicators
Premium $39.99 Advanced signals, alerts, and oscillator tools on TradingView • Access to Toolkits (PAC, S&O, OSC) • Screeners
Ultimate $59.99 Everything in Premium • AI Backtesting platform • Backtesters (PAC, S&O)

Annual billing can save significantly versus month-to-month.

Advanced Analysis Tools

Dedicated screeners and the AI Backtesting Assistant let traders refine strategies and test historical performance quickly. See the AI Backtesting docs and the PAC Backtester / S&O Backtester.

Integration and Compatibility

LuxAlgo works on popular charting platforms such as TradingView, NinjaTrader, and MetaTrader 5, ensuring traders can keep their preferred workflow.

Community and Support

An active global community shares strategies and educational materials, with 24/7 support. You can also explore Oscillator Matrix, PAC Screener, and S&O Screener directly on LuxAlgo.

Direct Comparison

Core Focus and Capabilities

Koyfin combines fundamental and technical analytics across multiple asset classes. LuxAlgo specializes in powerful, chart-based trading indicators and AI-assisted strategy generation (forecasting tools).

Data Integration and Visualization

Feature Koyfin LuxAlgo
Data CoverageStocks, ETFs, mutual funds, FX, bonds, macro dataFocused on technical indicators & patterns (pattern detection)
IntegrationCustodian links (e.g., Schwab)Works on popular charting platforms
Analysis ToolsFinancials, estimates, filingsPAC, S&O, Oscillator Matrix, AI backtesting (HyperWave)
User BaseInvestors & advisorsActive traders community

Platform Strengths

Koyfin excels in:

  • Deep fundamental analysis
  • Advanced graphing & dashboards
  • Macro-economic data
  • Client-reporting tools (Advisor Pro)

LuxAlgo shines with:

Cost-Effectiveness

Koyfin offers institutional-grade data at a fraction of Bloomberg Terminal pricing (Bloomberg Terminal). LuxAlgo’s tiered plans start at $39.99 for advanced TradingView tools, scaling to $59.99 for full AI backtesting access.

Use-Case Optimization

  • Koyfin: Portfolio managers, macro analysts, and long-term investors.
  • LuxAlgo: Technical traders, strategy builders, and pattern-recognition enthusiasts.

Best Uses and Recommendations

For Long-Term Investors

Koyfin’s Free and Plus plans ($0–$39 / mo) provide rich fundamental data and portfolio tools suitable for buy-and-hold strategies.

“Koyfin is one of the chief tools I use to get a quick overview of the markets …” — Stephen Chen

For Financial Advisors

Advisor Pro ($179 / mo) adds client-proposal PDFs, portfolio hub, and Schwab integration.

For Active Traders

The Pro plan ($79 / mo) unlocks real-time market data, global coverage, and advanced technical charts.

Platform Selection Guide

Investment StyleRecommended PlatformBest Plan
Fundamental AnalysisKoyfinPlus ($39 / mo)
Technical TradingLuxAlgoPremium ($39.99 / mo)
Professional AdvisoryKoyfinAdvisor Pro ($179 / mo)
Pattern TradingLuxAlgoUltimate ($59.99 / mo)

Koyfin suits users who:

  • Blend fundamental & technical analysis
  • Manage diversified portfolios
  • Need ETF & mutual-fund data

LuxAlgo is best for those who:

References

LuxAlgo Resources

External Resources