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index / Koyfin vs Terminal X

>_ Koyfin vs Terminal X

Koyfin and Terminal X, side-by-side. Compare the facts below, then pick the one that fits your workflow.

Koyfin
Terminal X
one-liner
Bloomberg-alternative web terminal — dashboards, charting, screeners, and global market data for individual investors and advisors.
Indexes petabyte-scale internal and external financial data at cell and sentence level for AI-powered investment research and decision-making across multiple asset classes.
best for
financial advisors, investment research teams and CIOs, and individual investors seeking institutional-grade data and portfolio management tools.
investment firms (hedge funds, private equity, family offices, asset managers, venture capital) needing centralized search across internal proprietary data and live public market sources
key feature
Institutional dashboards + charting at <2% of Bloomberg cost
centralized AI knowledge hub indexing firm's private data + live market data
who uses it
Retail, RIA
Hedge Fund, Private Equity, Family Office, Mutual Fund, Venture Capital, RIA
asset class
Multi-asset
Multi-asset
function
Research
Research, Data & APIs
strategies
Fundamental Analysis, Technical Analysis, Value Investing, Growth Investing, Long-Term Investing
Fundamental Analysis, Quant / Systematic
workflow
Screening, Research, Monitoring
Idea Generation, Research, Monitoring
instruments
Stocks, ETFs, Mutual Funds, Bonds
Stocks
regions
Global
Global
pricing
FREE-$$
CALL
free tier
yes
no
model
freemium
enterprise
via
web, mobile
web, api
audience
pro · ria
pro · hedge fund
upvotes
4
0

Koyfin vs Terminal X: key differences

  • Koyfin has a free tier; Terminal X is CALL.
  • Only Koyfin is available via mobile.
  • Only Terminal X is available via api.
  • Koyfin also covers screening in the workflow.
  • Terminal X also covers idea generation in the workflow.
  • Koyfin lists Retail users; Terminal X does not.
  • Terminal X lists Hedge Fund, Private Equity, Family Office, Mutual Fund, Venture Capital users; Koyfin does not.
  • Koyfin is tagged for technical analysis, value investing, growth investing, long-term investing.

about Koyfin

web and mobile investment platform providing customizable dashboards, charting, screeners, and global market data for advisors and investors. covers stocks, etfs, mutual funds, government yields, currencies, commodities, global economics, transcripts, and crypto. user can build custom watchlists, run equity screeners with 5,900+ filter criteria, set alerts, create client-ready reports, and manage model and client portfolios.

about Terminal X

indexes petabyte-scale internal and external financial data at cell and sentence level, centralizing firm knowledge (excel models, emails, memos, slack) with live market data (filings, earnings, broker research) into a searchable AI knowledge hub. offers four agent APIs (deep research, retail agent, price catalyst, pm thesis) for natural language search, trade signals, price movement narratives, and broker research extraction.

Koyfin
Bloomberg-alternative web terminal — dashboards, charting, screeners, and global market data for individual investors and advisors.
[↗] visit koyfin.com
Terminal X
Indexes petabyte-scale internal and external financial data at cell and sentence level for AI-powered investment research and decision-making across multiple asset classes.
[↗] visit terminal-x.ai

See full data, pricing and alternatives on the Koyfin profile page, or the Terminal X profile page.