Koyfin

Name: Koyfin
Brand: Koyfin
Price: 39 USD
Rating: 4.8 (135 reviews)

Claim this tool Editor reviewed

Professional investment analysis and portfolio tools for everyone

Finance Analytics Data Visualization

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4.8(135 across the web)

FreemiumVisit Website

Reviews onG2Capterra

135 reviews tracked

The Bottom Line

Entry price

Free plan available, paid tiers above

Biggest pro

Offers a powerful free tier with extensive data access.

Biggest con

Advanced features such as model portfolios and client reporting require a paid subscription.

TL;DR - Koyfin

Comprehensive financial data coverage including stocks, ETFs, mutual funds, global yields, currencies, commodities, and cryptocurrencies.
Customizable dashboards, watchlists, and advanced graphing tools for tailored investment research and portfolio analysis.
Free tier available with paid plans for advanced features like model portfolios, client reporting, and proposals.

Pricing: Free plan available

Best for: Growing teams

4.8/5 across review platforms

What is Koyfin?

Editorial review

Koyfin is a financial data analysis platform designed for investors, advisors, and research teams. It provides live market data, advanced graphing, and customizable dashboards to research stocks, ETFs, mutual funds, and more. The platform aims to democratize professional-grade investment tools, offering a powerful free tier and paid plans for advanced features. With features like model portfolios, client portfolio management, proposals, and automated alerts, Koyfin streamlines investment research and reporting. Users can access data on stocks, ETFs, mutual funds, global yields, indices, currencies, commodities, cryptocurrencies, and economic indicators. The platform also includes equity screeners with over 5,900 filters, company snapshots, and analyst estimates. Koyfin was founded to provide affordable analytical tools for individual investors. The team is based in the US, Ukraine, Argentina, and the UK, and the platform serves a large user base.

LCLouis CorneloupUpdated Aug 18, 2026 · how we evaluateSourcekoyfin.com ↗

Pros & Cons

Pros

Offers a powerful free tier with extensive data access.
Professional-grade tools suitable for both individual investors and financial advisors.
Intuitive, customizable interface with live data from global markets.

Cons

Advanced features such as model portfolios and client reporting require a paid subscription.
Some users may find the breadth of data and customization options overwhelming initially.

Ratings Across the Web

4.8(135 reviews)

Koyfin holds an aggregate rating of 4.8 out of 5 from 135 reviews across G2 and Capterra, last checked August 18, 2026.

Ratings aggregated from independent review platforms. Learn more

Preview

Key Features

Model Portfolios for strategic asset allocation and performance analytics.Client Portfolios with household organization and direct import from Schwab, Altruist, or PDF statements.Proposals with polished, branded visuals and integrated workflow from custodian data.Customizable Reports with benchmarks, templates, and branding for portfolio and fund analysis.Alerts for price, technicals, valuation, and news across watchlists and portfolios (desktop, email, mobile).Equity Screener with over 5,900 custom filters for precise stock discovery.

Pricing Plans

Pricing checked Aug 18, 2026

Free

$0 / month

2Y financials & 1Y estimates
My Portfolios
Advanced charting
Market & macro dashboards
2 watchlists & 2 screens
2 custom dashboards
Limited company snapshots
Limited news

Plus

$39 / month

10Y financials & 10Y estimates
ETF holdings
Stock & ETF screener
Unlimited watchlists & screens
Unlimited custom dashboards
100K+ global company snapshots
Press releases, filings & transcripts, premium news

Premium

$79 / month

Everything in Plus
My Portfolio advanced analytics
Unlimited custom data
Unlimited custom formulas
Custom financial templates
ETF valuation

Advisor Core

$209 / month

Everything in Premium
Model portfolios
Client proposals & reports (10/month)
Client portfolios
1 Custodian integration
US & Canadian mutual funds
Mutual fund screener

Advisor Pro

$299 / month

Everything in Advisor Core
Short & leveraged model portfolios
Client proposals & reports (200/month)
Custom report pages
Multiple integrations
PDF broker statement upload
PMS integrations
US SMAs

Calculate your cost View full pricing

Is Koyfin worth the price?

75/100

Koyfin's pricing is fair for the depth of financial data offered, with the Free tier providing a solid starting point and Plus at $39/month being a strong value for retail investors needing 10-year financials.

Premium at $79/month is reasonable for advanced analytics, while Advisor tiers ($209 and $299/month) are competitive for RIAs, though not cheap. This platform is best for DIY investors and advisors who want a modern alternative to expensive terminals.

Hidden Costs & Gotchas

Yearly billing may be required for best price

Advisor Core only includes 1 custodian integration

Client proposals limited to 10/month on Core

Premium's 'unlimited' may have fair use caps

How Koyfin Compares to Competitors

Koyfin is significantly cheaper than Bloomberg Terminal or FactSet, but more expensive than basic brokerage tools like Yahoo Finance. It competes well with TradingView's premium tiers for fundamental data, offering deeper financials and advisor features that justify the higher Advisor pricing.

How Koyfin's pricing compares

At $209/mo, Koyfin is mid-range of its 3 direct competitors ($10 to $575/mo across the set).

Microsoft Power BI

$10

Tableau

$15

Koyfin

$209

Metabase

$575

Entry paid plan, monthly. Pricing checked Aug 18, 2026.

Reviews

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4.8/5

Across 135 verified user reviews on G2, Capterra

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Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

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Koyfin FAQ

How does Koyfin help an individual investor research stocks?

Koyfin provides live market data, advanced graphing, and customizable dashboards specifically for stock research. Users can leverage an equity screener with over 5,900 filters, review company snapshots, and access analyst estimates to evaluate potential investments.

How does Koyfin compare to Tableau for financial analysis?

Koyfin is purpose-built for investment analysis, offering live market data, stock screeners, and portfolio management tools, whereas Tableau is a general-purpose data visualization platform. Koyfin comes preloaded with financial data sets and tailored workflows for investors, eliminating the need to source and model external data.

What trade-offs should users consider when using Koyfin's free tier?

The free tier offers extensive access to market data and basic tools, but advanced features like model portfolios and client reporting require a paid subscription. Additionally, the extensive customization options and breadth of data may feel overwhelming for new users initially.

Which teams benefit most from Koyfin's professional-grade tools?

Individual investors, financial advisors, and research teams benefit most from Koyfin's tools. The platform provides client portfolio management, proposals, and model portfolios that streamline workflows for advisors and collaborative research teams.

How is Koyfin priced for users who need advanced features?

Koyfin offers a powerful free tier, with paid plans that unlock advanced capabilities such as model portfolios and client reporting. The pricing is designed to be affordable for individual investors while maintaining professional-grade analytical tools.

Can Koyfin track global market data including cryptocurrencies?

Yes, Koyfin provides live data on stocks, ETFs, mutual funds, global yields, indices, currencies, commodities, cryptocurrencies, and economic indicators. This allows users to monitor a wide range of asset classes from a single dashboard.

Does Koyfin offer automated alerts for investment monitoring?

Koyfin includes automated alerts that notify users about market movements and portfolio changes. This feature helps investors stay informed without needing to constantly check the platform manually.

How does Koyfin support client portfolio management for advisors?

Koyfin provides dedicated client portfolio management tools that let advisors create model portfolios, generate proposals, and automate reporting. This streamlines serving multiple clients with tailored investment strategies.

Source: koyfin.com

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