Koyfin offers polished dashboards and global coverage. Shibui discovers unknown companies by screening for multi-year patterns, momentum shifts, and event outcomes across the full US market.
Koyfin is a research terminal built for serious investors. Global coverage across 100,000+ securities. Slick dashboards, historical charting, watchlists, custom formulas. It sits between free screeners and Bloomberg, offering institutional-grade data visualization at $39-79/month. Over 500,000 users.
Koyfin excels at showing you data you already know you want to see. Where it stops is screening with conditions that must hold across years - checking that a condition held over every individual period, detecting sequential patterns in fundamentals, or studying what happened after specific financial events. Those require a different kind of tool.
What Shibui does differently
Every-quarter consistency, not just averages
Koyfin has 5-year averages, trailing growth rates, and historical charts for nearly any metric. You can see that a company's average profit margin over 5 years was 18%. What you cannot do is verify that profit margin exceeded 15% in every single quarter during those 5 years - that no individual quarter dipped below your threshold.
The difference matters. A 5-year average of 18% could come from consistent 17-19% performance (durable quality) or from volatile swings between 5% and 30% (unreliable). Koyfin shows the average. Shibui checks every period.
"Companies where operating margin exceeded 20% every single quarter since 2020, with no exceptions. Show current market cap and 5-year revenue CAGR."
Claude checks each of the 20+ quarterly values per company individually, rejects any company where even one quarter fell below 20%, and returns the survivors with additional context. This is not an average filter - it is an "every period must pass" filter.
Sequential pattern detection
Koyfin shows you historical growth rates on a chart. You can visually inspect whether growth is accelerating or decelerating. But you cannot screen the entire market for companies matching a specific pattern - "revenue growth accelerated for 4 quarters then decelerated" - across thousands of stocks simultaneously.
The difference between visualization and detection: Koyfin shows you a company's trajectory after you have already found it. Shibui finds companies based on trajectory patterns you define.
"Companies where year-over-year revenue growth accelerated for 4 consecutive quarters. Show the growth rate progression and current valuation."
Claude computes sequential growth rates, checks that each exceeds the prior one for four periods, and returns qualifying companies with their growth trajectory. This screens the full universe - not one company you are already watching, but every company that matches the pattern.
Arbitrary peer group comparisons
Koyfin has custom sub-industries and peer group features. You can compare a company against a pre-defined or lightly customized group. What you cannot do easily is define a peer group with arbitrary financial criteria on the fly: "companies above $50B market cap in the technology sector, excluding FAANG, with positive free cash flow."
The constraint is that Koyfin's peer groups are based on classification (sector, industry) and manual selection. Shibui defines peers through SQL conditions - any combination of financial characteristics, size thresholds, and exclusions.
"Compare NVDA's gross margin trend over 3 years against the average of semiconductor companies with market cap above $20B, excluding INTC and AMD."
Claude defines the peer group via financial criteria (sector = semiconductors, market cap > $20B, not in exclusion list), computes the group average gross margin per quarter, then overlays NVDA's individual trajectory against the peer average. The peer group definition is just a WHERE clause - infinitely flexible.
Event studies and historical outcome analysis
Koyfin has no event study capability. It cannot answer "what happened to stock prices in the 60 days after Piotroski F-Score dropped below 5?" or "average return after companies missed earnings by more than 10%." These questions require joining financial events to subsequent price data at fixed time offsets and aggregating across hundreds of historical instances.
"Companies that maintained free cash flow positive every quarter for 5+ years then had their first negative quarter. What was the average price change 30, 60, and 90 days after that first miss?"
This is a compound query - every-quarter consistency, pattern detection (the break point), and event study (forward returns after the break). It requires all three capabilities working together. Koyfin can show averages and growth rates for individual companies, but cannot screen the market using these three capabilities combined.
Cross-statement ratio trends
Koyfin supports custom formulas for computing ratios. You can chart R&D as a percentage of revenue for a single company. What you cannot do is screen the entire market for "companies where R&D/revenue has been increasing for 3 consecutive years while profit margin also improved."
This combines a custom ratio computation with a directional trend check across multiple periods, applied simultaneously to two different metrics, across thousands of companies. It is a screening problem, not a charting problem.
"Companies where R&D spending as a percentage of revenue increased every year for 3 years while net margin also improved each year. Show current R&D spend and margin."
Claude computes both custom ratios from the underlying statement data, checks both directional trends simultaneously across the required periods, and returns companies where both conditions held together.
What Koyfin does better
Koyfin is a visual research terminal. It has polished dashboards, interactive charts, watchlists, and alerting that Shibui does not offer. If your workflow involves monitoring a portfolio of 30 stocks with customized views and historical overlays, Koyfin's interface is purpose-built for that.
Global coverage: 100,000+ securities across international markets. Shibui covers US equities only (NYSE and NASDAQ, roughly 9,500 symbols). If you need international markets, Koyfin has them.
Data breadth: 500+ fundamental metrics, historical averages built in, segment- level data for large companies. Koyfin's data is sourced from S&P Capital IQ, which means higher quality and more granularity than Shibui's data. No setup required - sign up and start using it immediately.
Which tool is right for you?
If you need a research terminal with dashboards, global coverage, and visual tools for monitoring companies you already know about - Koyfin is a strong choice at its price point. It replaced Bloomberg for many individual investors who needed the visualization but not the terminal cost.
If you need to discover companies based on multi-year patterns, run screens that check consistency across years, study historical event outcomes, or define peer groups with arbitrary criteria - that is what Shibui does. Koyfin shows you data about known companies. Shibui finds unknown companies matching patterns you define.