Koyfin vs Rogo

Pricing, features, platforms and who each one suits — side by side.

Koyfin

Market research, portfolio analytics and client reports for investors and advisors

Free · from $39/moVisit site

Rogo

AI agents and research platform for investment banks and investors

Contact for pricingVisit site

Choose Koyfin if…

you want a free plan to start with
you work on iOS, Android
you're in its core audience: independent investors, financial advisors

Choose Rogo if…

you're in its core audience: investment bankers, private equity and institutional investors

Side by side

FeatureK

KoyfinR

Rogo

Pricing modelFreemiumContact for pricing

Starting price$39/mo—

Free plan

Free trial

API

Open source

PlatformsWeb, iOS, AndroidWeb

CategoryAI Investing & Stock ResearchAI Investing & Stock Research

CompanyKoyfinRogo

Based in——

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

R Rogo

Hundreds of purpose-built financial agents
LBO model review
Precedent deal searches
Integrations with OneDrive, SharePoint, Salesforce and DealCloud
FactSet and PitchBook data connections
Shared firm knowledge built from user context
Onboarding support from former bankers and investors
SOC 2 Type II, ISO 27001 and ISO 42001 compliance

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

Rogo

Contact for pricing. Plan details aren't published.

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

Rogo

Connects to finance systems including FactSet, PitchBook, DealCloud and Salesforce
Lists SOC 2 Type II, ISO 27001, ISO 42001, GDPR and CCPA compliance
Onboarding support from former bankers and investors
Used by more than 450 institutions, according to the company