Head-to-Head EvaluationFor self-directed investors

Pierce vs. Koyfin

Pierce vs. Koyfin: dashboards you drive vs. research the agent runs

The Short Answer

Koyfin is excellent at showing the market. Pierce is built to do the company work — filings, earnings, PEAD screens — that a dashboard leaves on your desk.

What they do

Koyfin is a visual market terminal: multi-pane charts, macro boards, ETF and fund data, and customizable dashboards. You hunt, you interpret, you model elsewhere.

At a Glance: Feature Comparison

How Pierce Finance and Koyfin approach the research workflow.

Who does the work

Winner: Pierce

Pierce

The agent runs filings, screens, and memos when you ask.

Koyfin

You configure panes and draw conclusions.

Charting and macro boards

Winner: Koyfin

Pierce

Charts in the research thread, not a trading floor wall.

Koyfin

Market-leading visual terminal for curves, factors, and multi-asset layouts.

Cross-asset breadth

Winner: Koyfin

Pierce

Single-stock US equity research.

Koyfin

Rates, FX, commodities, ETF factors.

Earnings and filings

Winner: Pierce

Pierce

Pulls EDGAR into the answer and works the print.

Koyfin

Links and charts. You read the PDF.

Quant screens

Winner: Pierce

Pierce

Quant engine for historical screens and tests.

Koyfin

No hosted strategy tests.

Billing

Winner: Pierce

Pierce

Pay-as-you-go with optional higher-volume plans.

Koyfin

Recurring Plus / Premium / advisor subscriptions.

Pierce Limitations

Where Pierce should not be used relative to Koyfin:

  • Pierce is not a multi-monitor streaming dashboard or a live tick wall.
  • Pierce does not track global yield curves, FX, or commodity boards.

Pricing Model

Dashboard subscription vs pay-as-you-go research

Koyfin Plus and Premium are monthly subscriptions (commonly $39–$79, with advisor tiers above that). Pierce is pay-as-you-go, with higher-volume plans and professional plans for CFAs and RIAs.

When to Choose Koyfin

  • Macro charts, yield curves, and dense multi-widget layouts.
  • Watching many asset classes on a visual board all day.
  • Fund and ETF exposure views that are not single-stock research.

When to Choose Pierce Finance

  • Stop copying dashboard numbers into a model after every print.
  • Run PEAD and earnings work as skills instead of scanning charts for the same idea.
  • Pay when you research a name, not every month for panes you glance at.
Test the Pierce Agent

Earnings work Koyfin will not do

Calculate NVDA five-year free-cash-flow CAGR, project a three-stage DCF, and flag risks from the latest 10-Q

Launch Prompt in Agent

Frequently Asked Questions

Should I drop Koyfin for Pierce?

Keep Koyfin if your day is visual macro. Use Pierce when the job is a company: earnings, filings, screens, a thesis.

Does Pierce stream live ticks?

No. Research is built around official filings and session closes, not a day-trading tape.

I only research around earnings. Do I need a dashboard seat?

Not for the company work. Pierce is pay-as-you-go for that cadence. Keep a charting tool if you still want the wall of panes.

Your Edge Shouldn't Depend on Your Budget.

Institutional-grade agentic research. No terminal. No API keys.

Sample every skill free • Custom research from a credit load as low as $2.50 • No monthly plan required