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Comparison

Cutonce vs Koyfin

Institutional-grade fundamental data (Bloomberg-lite). An honest, both-sides look at where Koyfin wins, where Cutonce differs, and which fits your research.

The short answer

For depth of fundamental data and dashboards, Koyfin is one of the best values on the market and a genuinely strong tool for analysts. The difference is workflow: Koyfin hands you the transcript to read; Cutonce reads 500 of them for you and returns a scored shortlist. Used together, Koyfin is your data terminal and Cutonce is your automated first pass.

What is Koyfin?

Koyfin is a research terminal often described as a lower-cost Bloomberg alternative: deep fundamentals, analyst estimates, macro dashboards, tearsheets, and access to a filings and transcript library on higher tiers.

Best for: Analysts, RIAs, and serious investors who want deep fundamental and estimate data with strong dashboards.

Pricing: Free ($0, 2 screens); Plus $39/mo, Premium $79/mo, Advisor Core $209/mo, Advisor Pro $299/mo (headline prices appear annual-effective - verify billing cadence).

Cutonce vs Koyfin, side by side

CapabilityCutonceKoyfin
Reads 10-K/10-Q filings and earnings-call transcripts with AI, as screen criteriaYes. AI nodes read filings and calls at scaleNo. Surfaces transcripts to read; no analysis into screen criteria
No-code visual pipeline (chain data, filters, scoring, AI, output)Yes. Data, filters, scoring, AI, outputNo. Dashboards, screener, tearsheets
Scheduled re-runs with a scored shortlist delivered to inbox / Sheets / Slack / webhookYes. Ranked shortlist before the openNo. Manual dashboards and watchlists you review
ScreeningFundamental + technicalFundamental (deep) + some technical
Free tier500 credits on signupYes (2 screens)
PriceFree; Pro $149/mofrom $39/mo; advisor tiers $209-$299/mo

Where is Koyfin stronger than Cutonce?

  • Institutional-grade depth of fundamental and estimate data, with 10+ years of history on higher tiers.
  • Excellent dashboards and tearsheets, plus a filings and transcript library - a lot of Bloomberg-style capability at a fraction of the cost.
  • Dedicated advisor tiers for RIAs.

What does Cutonce do that Koyfin does not?

  • Koyfin surfaces the transcript and the filing for you to read; it does not run AI over them to build screen criteria. Cutonce reads them at scale and turns the output into a filter and a score.
  • Koyfin is a terminal you drive; Cutonce is a scheduled pipeline that returns a ranked shortlist to your inbox before the open.

Frequently asked

Is Koyfin or Cutonce better for an RIA? They do different jobs. Koyfin is a deep data terminal and tearsheet tool with advisor tiers; Cutonce automates qualitative screening (AI over filings and calls) into a scheduled, scored shortlist. Many RIAs would use Koyfin for data depth and Cutonce for automated first-pass research.

Does Koyfin analyze earnings calls with AI? Koyfin gives you access to transcripts and filings to read, but it does not run natural-language AI analysis of them as screen criteria. That analysis-into-a-screen step is what Cutonce adds.

Other comparisons
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Screen on what the filings and calls actually say

Build the pipeline once, run it every morning, get a scored shortlist before the open. Free to start.