Koyfin

Name: Koyfin
Brand: Koyfin
Price: 39 USD
Rating: 4.8 (133 reviews)

Claim this tool Editor reviewed

Professional investment analysis and portfolio tools for everyone

From $39/mo (free plan available)

FreemiumFinance Analytics Data Visualization

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4.8(133 across the web)

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Reviews onG2

133 reviews tracked

The Bottom Line

Updated Aug 18, 2026

Price: From $39/mo (free plan available). Compare plans

Key facts

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.

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.

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 ↗

Ratings Across the Web

4.8(133 reviews)

Koyfin holds an aggregate rating of 4.8 out of 5 from 133 reviews across G2, last checked September 17, 2026.

G2133 reviews

4.8/5

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 Sep 29, 2026

Koyfin plans and prices, checked September 2026
Plan	Price	Details
Free	$0 / month	2Y financials & 1Y estimates My Portfolios Advanced charting +5 moreShow less 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 +4 moreShow less 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 +3 moreShow less Unlimited custom formulas Custom financial templates ETF valuation
Advisor Core	$209 / month	Everything in Premium Model portfolios Client proposals & reports (10/month) +4 moreShow less 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) +6 moreShow less Custom report pages Multiple integrations PDF broker statement upload PMS integrations US SMAs Priority support

Calculate your cost View full pricing

Is Koyfin worth the price?

Good value

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

Client proposals limited to 10/month on Core

How Koyfin's pricing compares

At $209/mo, billing unit not specified, Koyfin is mid-range of its 3 comparable 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 Sep 29, 2026.

Reviews

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4.8/5

Across 133 verified user reviews on G2

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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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