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TKoyfin vs MarginEdge
Pricing, features, platforms and who each one suits — side by side.
K
Choose Koyfin if…
- you want a free plan to start with
- you want the lower entry price ($39/mo vs $350/mo)
- you work on iOS, Android
- you're in its core audience: independent investors, financial advisors
M
Choose MarginEdge if…
- you're in its core audience: independent restaurant owners, multi-unit restaurant groups
Side by side
Feature Koyfin MarginEdge
Pricing modelFreemiumPaid
Starting price$39/mo$350/mo
Free plan
Free trial
API
Open source
Trains AI on your content—Yes
Data retention—Kept while account is active or as needed to provide services
Security and compliance—PCI DSS
PlatformsWeb, iOS, AndroidWeb
CategoryAI Investing & Stock ResearchFinance & Accounting
Rank in its category#4 of 15#7 of 10
CompanyKoyfinMarginEdge, Co.
Based in—United States
Founded——
Part of——
Key features
K Koyfin
- Customizable dashboards and advanced charting
- Equity screener with 5,900+ filter criteria
- Macro dashboards and global economic data
- Earnings transcripts with keyword search
- Portfolio analytics and model portfolios
- Client proposals and reports for advisors
- Custodian and PMS integrations
M MarginEdge
- AI and human-reviewed invoice coding
- Daily controllable P&L including labor
- Price change alerts on most-used products
- Tom AI assistant for cost questions
- MCP connector for ChatGPT, Claude and Gemini
- Recipe costing with automatic plate cost updates
- Inventory counts and AI sales forecasting
- Unlimited bill pay for U.S. restaurants
Plans and prices
From each vendor's site. Prices change — confirm before buying.
Koyfin
Free$0
Plus$39/mo
Premium$79/mo
Advisor Core$209/mo
Advisor Pro$299/mo
TeamsCustom
MarginEdge
MarginEdge$350/mo per location
MarginEdge + Freepour$500/mo per location
Large groupsCustom
Strengths and limitations
Koyfin
- Free plan includes advanced charting and macro dashboards
- Broad data coverage across asset classes and 40 countries' yields
- 30-day satisfaction guarantee with full refund
- Annual billing saves up to 30%
- Advisor features start at $209/month
- Free plan limited to 2 watchlists, screens and dashboards
- No public API mentioned
MarginEdge
- Flat $350 per location per month with unlimited invoice processing
- No contracts on monthly billing and no setup fees
- Integrates with Toast, Square, QuickBooks, Xero and 7shifts
- Restaurant data is not used to train AI models
- No free plan or free trial listed
- Toast users pay a pass-through API fee and need the $50/mo Restaurant Management Suite
- Bill Pay is available to U.S. clients only
- Onboarding packages cost extra
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Facts from each vendor's public pages, prices checked Oct 26, 2026. Editorial policy