Is Koyfin worth the price?
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.
Pricing Plans
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
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
Which Plan Do You Need?
Serious retail investors with portfolios
Financial advisors managing client accounts
Active traders needing unlimited screens
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.
Koyfin Pricing FAQ
How much does Koyfin cost?
Koyfin starts at $39/month on the Plus plan. It offers 4 paid tiers ranging from $39/month up to $299/month. A free plan is also available with limited features.
Does Koyfin have a free plan?
Yes. Koyfin offers a free plan called "Free". It includes: 2Y financials & 1Y estimates, My Portfolios, Advanced charting.
What is the cheapest Koyfin paid plan?
The cheapest paid plan for Koyfin is "Plus" at $39/month. Key features include: 10Y financials & 10Y estimates, ETF holdings, Stock & ETF screener.
Is there a cheaper alternative to Koyfin?
Yes. Popular alternatives to Koyfin include Tableau, Chartio, Microsoft Power BI, Looker. Free alternatives include Microsoft Power BI, Apache Superset, Metabase. Compare them side-by-side on Toolradar.
Cheaper alternatives to Koyfin
3 of 6 direct competitors below offer a free plan. Per-seat pricing varies up to 60% across this set.
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