Comparison · MEDGE Capital vs Koyfin
MEDGE Capital or Koyfin? Two scopes, two pricing tiers.
Koyfin is the leading Bloomberg-terminal alternative for equity research and advisor workflow — 500k+ users, Capital IQ fundamentals, $39-79/month. MEDGE Capital is the portfolio + regulatory intelligence platform: CVaR-first risk methodology, 12 optimization objectives, SEC 13F / Form 4 / CFTC / FCA positioning, multi-currency portfolios. Different jobs, both at retail pricing.
TL;DR
Koyfin is built for…
- · Deep equity fundamental research (Capital IQ-backed)
- · Dividend analytics + screening
- · Independent advisors (proposal generation, RIA workflow)
- · Single-security analysis on US equities + ETFs
MEDGE Capital is built for…
- · Portfolio construction with CVaR, Monte Carlo, 12 optimization objectives
- · One-click Crisis Library backtests (2008 / 2020 / 2022 / 2018 Q4)
- · SEC 13F + Form 4 + CFTC COT + FCA SPR + ECB balance sheets on the same page as your portfolio
- · Multi-market portfolios (US + UCITS + UK + Asia) in any base currency (USD / EUR / GBP / CHF)
- · AI-narrated PDF report deliverable
Side-by-side comparison
Categories grouped pricing first, then portfolio analytics, equity research depth (where Koyfin leads), regulatory + macro data (where MEDGE leads), coverage and reporting.
| Dimension | MEDGE Capital | Koyfin |
|---|---|---|
| Free tier | Yes, no time limit | Yes, limited |
| Entry-paid tier | €14.99 / month | $39 / month (Plus) |
| Top tier | €59.99 / month (Enterprise) | $79 / month (Premium) |
| Free trial | 7 days on Pro | 14 days |
| Billing cadence | Monthly, cancel anytime | Monthly or annual |
| Portfolio backtesting | partial | |
| Monte Carlo simulation | ||
| CVaR (95% + 99%) | ||
| Optimization objectives | 12 (Sharpe, Sortino, CVaR, Calmar, Omega, Risk Parity, ...) | None |
| Crisis library presets (2008, 2020, 2022) | ||
| Equity fundamentals (income, balance, cash flow) | partial | |
| Detailed company financials | limited | |
| Dividend analytics | limited | |
| Advisor workflow tools (proposal, RIA) | ||
| SEC Form 4 insider trades | ||
| SEC 13F institutional holdings | ||
| CFTC COT futures positioning | ||
| FCA UK short interest | ||
| Central bank balance sheets | Fed, ECB, BoE, BoJ | partial |
| Macro dashboard / economic indicators | ||
| US equities + ETFs | ||
| European UCITS coverage | partial | |
| Multi-currency base (USD / EUR / GBP / CHF) | USD-default | |
| AI-narrated PDF portfolio report | Enterprise tier | |
| Mobile responsive |
Reflects publicly listed Koyfin product information as of June 2026. Tiers and feature sets evolve; verify with each vendor before deciding.
Where Koyfin leads
Honest concession: three areas where Koyfin is the better fit and we don't replicate.
Equity fundamentals depth
Capital IQ–backed financials. Full income statement, balance sheet, cash flow history with quarterly granularity. If your work centres on bottom-up equity research, Koyfin is the specialist.
Advisor workflow tools
Proposal generation, RIA-oriented features, integrated CRM-light tooling. Koyfin was built with the independent advisor in mind. MEDGE serves the analyst and retail-quant investor, not the advisor practice.
Dividend & income screening
Mature dividend coverage including DPS history, yield-on-cost calculations and ex-date calendars. MEDGE's Security Analysis is portfolio-context oriented, not dividend-specialist.
Where MEDGE Capital leads
Five areas built specifically because Koyfin does not address them.
Portfolio risk methodology
CVaR 95% + CVaR 99%, Monte Carlo (10,000 paths), Maximum Drawdown, Calmar, Ulcer Index, Pain Index — reported on every portfolio. See the methodology page and the CVaR vs VaR deep dive.
12 optimization objectives
Max Sharpe / Sortino / Calmar / Omega / Rachev, Min Vol / CVaR95 / CVaR99 / Drawdown / Ulcer, Risk Parity, Max Return. Koyfin does not ship portfolio optimization. See the ranked list.
Regulatory data on the portfolio page
SEC Form 4 (insider trades), SEC 13F (institutional holdings), CFTC COT (futures positioning), FCA SPR (UK short interest), Fed/ECB/BoJ/BoE balance sheets — all in the same workspace as the portfolio. See Insiders & Funds + Futures positioning.
Crisis-library stress tests
One-click backtest on 2008 GFC, 2020 COVID, 2022 Bear, 2018 Q4 with your live portfolio weights. Koyfin offers historical charts; MEDGE labels the regime and computes the metrics for you.
Multi-market, multi-currency
US-listed ETFs and stocks, European UCITS, UK and Asian indices (FTSE MIB, DAX, Nikkei, Hang Seng) in any base currency (USD/EUR/GBP/CHF). Koyfin is US-centric on equities and USD-default.
AI-narrated PDF report
The Enterprise tier compiles risk decomposition, stress tests and Monte Carlo bands into a print-ready PDF with OpenAI-generated executive narrative. A deliverable you can hand to a client; Koyfin produces dashboards, not reports.
Pricing: scope, not headline price
MEDGE Pro
€14.99 / month
- · 7-day free trial, no charge until day 8
- · Cancel anytime, no proration
- · Enterprise €59.99/month for full ECB SHS + AI PDF
- · Free tier with no time limit
Koyfin
$39 / month (Plus)
- · $79 / month (Premium) for full features
- · 14-day free trial
- · Free tier with limited features
- · Monthly or annual billing
MEDGE Pro is approximately 60% cheaper than Koyfin Plus on a per-month basis, but the right comparison is scope: Koyfin licenses Capital IQ fundamentals, MEDGE pulls from public regulatory + EOD market data. The pricing difference reflects the different cost structures, not execution quality.
Who each tool is best for
Koyfin is best for
- · Equity analysts spending most of their day on bottom-up research
- · Independent advisors using proposal/RIA workflow tools
- · Dividend / income-focused investors needing detailed yield analytics
- · US-centric workflows with USD base currency
- · Bloomberg-terminal switchers prioritising fundamentals depth
MEDGE Capital is best for
- · Retail-quant investors building and optimising multi-asset portfolios
- · Investors who care about CVaR / tail risk / regime stress tests
- · Advisors needing SEC 13F + COT positioning context alongside the portfolio
- · European investors with UCITS exposure or non-USD base currencies
- · Anyone wanting an AI-narrated PDF report as a deliverable
Frequently asked
- Is MEDGE Capital a Koyfin alternative?
- Partially — they overlap on macro dashboards and free tier, but the products are built for different jobs. Koyfin is an equity research + advisor workflow platform with deep fundamentals (Capital IQ data, dividend analytics, RIA tools). MEDGE Capital is a portfolio + regulatory intelligence platform: CVaR-first risk methodology, 12 optimization objectives, SEC 13F / Form 4, CFTC COT, FCA short interest, ECB / Fed balance sheets. Many serious retail-quant investors run both — Koyfin for individual security research, MEDGE for portfolio construction + macro/regulatory positioning.
- Why is MEDGE Capital cheaper than Koyfin?
- Different cost structures. Koyfin licenses Capital IQ fundamentals data, which carries a meaningful per-seat licensing cost. MEDGE pulls from public regulatory sources (SEC EDGAR, CFTC, ECB Data Portal, FCA SPR, FRED) and consumer market data (MarketStack EOD), which have far lower per-seat cost. The pricing reflects scope, not quality of execution — MEDGE Pro at €14.99 is structurally cheaper than Koyfin Plus at $39 because the data sourcing is fundamentally less expensive.
- Does MEDGE Capital have equity fundamentals like Koyfin?
- Not at Koyfin's depth. MEDGE offers Security Analysis with a 10-KPI snapshot, drawdown chart and monthly returns heatmap — enough to evaluate a position in portfolio context, but not the financial-statement granularity Koyfin provides. If you spend most of your day on equity fundamental research, Koyfin is the right specialist for that job. If you build and manage portfolios with regulatory positioning context, MEDGE is closer to your workflow.
- Can I move my Koyfin watchlist to MEDGE?
- Yes, manually. Koyfin exports watchlists as ticker lists; MEDGE accepts pasted tickers directly in the Watchlist module (no CSV import wizard required). No API connection or brokerage credentials needed — both tools work off public ticker symbols.
- Why pick MEDGE Capital over Koyfin?
- Three structural reasons. (1) Portfolio + risk methodology: 12 optimization objectives, CVaR 95/99, Monte Carlo simulation, Crisis Library backtesting — Koyfin does none of this. (2) Regulatory data layer on the same page as the portfolio: SEC 13F, CFTC COT, FCA SPR, ECB balance sheets — Koyfin doesn't cover these. (3) Multi-market coverage including European UCITS in a base currency of your choice. Add the AI-narrated PDF report and the value gap is structural.
Try MEDGE Capital for 7 days, free.
Card collected at checkout, no charge until day 8. Cancel anytime during the trial with one click. Or start on the Free tier — no time limit, no card required.
Start 7-day free trialKoyfin is a trademark of Koyfin Inc. MEDGE Capital is independent, not affiliated with, endorsed by, or sponsored by Koyfin Inc. Comparison reflects publicly listed product information as of June 2026; tiers and feature sets evolve, so verify with each vendor before deciding. MEDGE Capital is an analytics tool and does not provide investment advice.