★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Koyfin Review, Pricing, and Features
Koyfin
This visit supports Find My Moat at no extra cost to you thanks to an affiliate link.
Koyfin is a web and mobile research terminal with dashboards, charts, screens, portfolios, news, alerts, transcripts, and market data across equities, funds, macro, FX, commodities, crypto, and yield curves. Free access shows the workflow; paid and Advisor tiers add history, reports, alerts, integrations, and client portfolios. There is no public API.
Best for
- Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.
- Advisors who need client portfolios, custodian integrations, and client reports.
- Teams that need a research workspace but do not need a public data API.
Watch out
- Koyfin does not provide user-facing data access through an API.
- Global equity financials, estimates, and valuation data are restricted from download by the data vendor.
Community votes (overall)
No votes yet. Be the first to rate this tool.
Pricing
Free • From $468/yr · Enterprise · 6 plans
Free
Plus
The listed monthly equivalent is billed annually.
Premium
The listed monthly equivalent is billed annually.
Advisor Core
The listed monthly equivalent is billed annually.
Advisor Pro
The listed monthly equivalent is billed annually.
Teams
Custom plan for businesses and teams.
Deals
Key features
- Tools for building customizable dashboards, watchlists, charts, and market monitors across global equities, ETFs, funds, fixed income, FX, commodities, crypto, indices, and economics.
- Screening for more than 100,000 global securities with thousands of criteria, with stock and ETF screening on paid plans and mutual-fund screening in Advisor tiers.
- Advanced charts with technical indicators, fundamentals, valuation measures, analyst estimates, price targets, templates, sharing, and downloads where vendor licenses allow.
- Research coverage for companies with financial analysis pages, customizable financial templates, news, filings, transcripts, analyst data, short interest, and AI transcript summaries on paid plans.
- Tracking portfolios with grouping, notes, summary rows, alerts, custom data series, uploaded CSV price history, and mobile portfolio monitoring.
- Koyfin for ETF and fund analysis, including holdings, performance, fundamentals, valuation, fund data, and Morningstar-powered datasets where available.
- Support for setting alerts for price, valuation, technical signals, news, filings, and transcripts, with delivery through desktop, email, and mobile push.
- Advisor tiers for client portfolios, household/account reporting, custodian integrations, CSV or brokerage-statement imports, PDF reports, and higher report limits.
- Export support for many datasets, charts, reports, and visuals, with vendor-licensing restrictions on some global equity financials, estimates, and valuation data.
- Koyfin is suited to an interactive research and reporting workspace, not for API-based data delivery; user-facing API access is not provided.
Data partners
S&P Global Market Intelligence
Global equity fundamentals, consensus estimates, and valuation, listed as S&P Capital IQ.
Fund data (e.g., mutual funds).
Economic data.
FAQ
Is Koyfin free?
Not entirely. Koyfin includes a free tier, but its paid subscription and other options unlock more capacity. Visit the vendor site for current limits and pricing. Enterprise quotes are handled directly with the vendor.
Who is Koyfin best for?
Koyfin is built for Retail Traders, Pro Retail, Institutional Investors, Analysts, Asset Managers, Financial Advisors + 2 more. It suits beginner, intermediate, and advanced users.
What platforms and connections does Koyfin support?
You can use Koyfin on Web and Mobile. Integrations include Schwab, Altruist, TradePMR, Interactive Brokers, Black Diamond, Orion + 2 more.
Which markets does Koyfin cover?
Koyfin covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Currencies + 3 more. Identifiers include Ticker.
Suggest an edit
Keep Exploring
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.