Koyfin
Market research, portfolio analytics and client reports for investors and advisors
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Pricing
Free · from $39/mo
Company
Koyfin
Platforms
What is Koyfin?
Koyfin is an investment research platform for researching markets, analyzing portfolios and producing client-ready reports. It covers stocks, ETFs, mutual funds, government yields in 40 countries, indices, currencies, commodities, global economic data, cryptocurrencies, transcripts and news.
You work in customizable dashboards with advanced charting, an equity screener covering more than 100K global securities with 5,900+ filter criteria, macro dashboards, financial analysis tools and transcripts with keyword search. Advisor plans add model portfolios, client proposals and reports, custodian integrations and mutual fund screening.
Koyfin is aimed at independent investors, financial advisors, asset managers, equity research teams, and schools and universities. It runs as a web app and also has a mobile app. A free plan covers basic charting and dashboards, and paid tiers start at $39 per month.
Key features
- 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
Use cases
Who it's for
Stock screening
Filter more than 100K global securities on fundamentals and estimates to find investment ideas.
Macro monitoring
Track yields, currencies, commodities and economic data in prebuilt macro dashboards.
Client reporting for advisors
Build model portfolios and produce client proposals and reports, with custodian integrations.
Teaching finance
Schools and universities can use the platform for market and company analysis.
Koyfin pricing
From the vendor's site, checked Nov 2, 2026; we re-check prices monthly. Prices change — confirm on their pricing page.
Free
month
$0
- 2 years of financials, 1 year of estimates
- Advanced charting, market and macro dashboards
- 2 watchlists, 2 screens, 2 custom dashboards
Plus
month
$39/mo
- 10 years of financials and estimates
- Stock and ETF screener
- Unlimited watchlists, screens and dashboards
- Transcripts, filings and premium news
Premium
month
$79/mo
- Everything in Plus
- Advanced portfolio analytics
- Unlimited custom data and formulas
- ETF valuation
Advisor Core
month
$209/mo
- Model portfolios and client portfolios
- 10 client proposals and reports per month
- 1 custodian integration
- Mutual fund screener
Advisor Pro
month
$299/mo
- Attribution and short/leveraged models
- 200 proposals and reports per month
- Multiple integrations, PDF statement upload
- Priority support
Teams
custom
Custom
- Custom onboarding
- Admin purchasing
How Koyfin compares
- Koyfin has a free plan, like 2 of the 4 alternatives below.
| Tool | Starts at | Free plan | Free trial | API | Open source | |
|---|---|---|---|---|---|---|
| KKoyfin | $39/mo | — | — | — | ||
T TradingView | — | — | — | Koyfin vs TradingView | ||
S Simply Wall St | — | — | — | Koyfin vs Simply Wall St | ||
| T | $89/mo | — | — | — | Koyfin vs Trade Ideas | |
| T | — | — | — | — | Koyfin vs TrendSpider |
The closest alternatives in our directory by category. “Starts at” is the cheapest paid plan per month, as each vendor lists it.
Pros and cons
Strengths
- 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%
Limitations
- Advisor features start at $209/month
- Free plan limited to 2 watchlists, screens and dashboards
- No public API mentioned
Koyfin FAQ
Is there a free plan?
Yes. The Free plan costs $0 and includes 2 years of financials, charting, macro dashboards and limited watchlists and screens.
How much do paid plans cost?
Plus is $39/month, Premium $79/month, Advisor Core $209/month and Advisor Pro $299/month. Teams pricing is custom.
Can I get a refund?
Koyfin offers a 30-day satisfaction guarantee with a full refund.
Is there a mobile app?
Yes, there is a mobile app in addition to the web app.
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Koyfin
Free · from $39/mo
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