Free
$0For trying dashboards and market research
- Two watchlists, screens, and custom dashboards.
- Two years of financials and one year of estimates.
- Market charts, news, and calendars.
VOL. XCIV, NO. 247
Checking
Koyfin Review, Pricing, and Features
By Jera Value · Verified Sep 2026
Koyfin brings market dashboards, company research, charts, and watchlists into one web and mobile workspace. Compare financials and estimates, screen stocks or ETFs, and follow news, filings, and transcripts. Paid tiers expand history and portfolio analysis; Advisor plans add client portfolios, integrations, and reports. It suits visual research across markets, but has no public API. Some global equity datasets cannot be downloaded because of vendor restrictions.
Verdict
Worth it if you want visual market research, screening, and portfolios in one workspace.
- Stock research: combine screens, financials, and charts
- Portfolio review: use Premium analytics and custom data
- Advisor work: create client portfolios and eligible reports
Skip it if you need public API access or exports of restricted global equity data.
- Download restrictions: global equity financials and estimates are gated
- Advisor tiers: client workflows require eligible plans
- Price timing: live, delayed, and end-of-day feeds vary by market
Koyfin
Affiliate link. We may earn a commission at no extra cost to you.
Affiliate link. We may earn a commission at no extra cost to you.
Web / Mobile · How this site is funded
Pricing
Prices checkedBilled annually5 plans
Plus
$468/yrBilled annuallyFor global screening and company research
Everything in Free, plus
- Unlimited watchlists, screens, and dashboards.
- Ten years of financials and estimates.
- ETF holdings, filings, transcripts, and premium news.
- 50 alerts.
Premium
$948/yrBilled annuallyFor portfolio analytics and custom data
Everything in Plus, plus
- Advanced portfolio analytics and ETF valuation.
- Unlimited custom data and formulas.
- Custom financial templates and 500 alerts.
Advisor Core
$2508/yrBilled annuallyFor client portfolios and standard reports
Everything in Premium, plus
- Client and model portfolios.
- One custodian integration and 10 monthly reports.
- U.S. and Canadian mutual-fund research.
Advisor Pro
$3588/yrBilled annuallyFor larger client reporting workflows
Everything in Advisor Core, plus
- 200 monthly reports and custom report pages.
- Multiple integrations and brokerage-statement uploads.
- Short and leveraged model portfolios.
- Priority support.
Teams: contact sales for a quote.
Deals
Key features
Market dashboards
Combine global markets, watchlists, charts, and news.
Stock and ETF screens
Plus adds global security screening and saved research views.
Company research
Compare financials, estimates, filings, and earnings transcripts.
Flexible charts
Plot technicals, valuation measures, and analyst targets.
ETF analysis
Explore holdings, performance, fund data, and eligible valuations.
Portfolio analytics
Track holdings; Premium adds advanced portfolio views.
Research alerts
Follow eligible price, valuation, news, and filing events.
Advisor reports
Advisor plans add client portfolios, integrations, and PDF reporting.
FAQ
Is Koyfin free?
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?
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?
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?
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.
Tool details
Highlights
- Free tier available
- Starred: An editor pick: I would reach for it first in its category. Not for sale.
- Tested: I used the product myself, long enough to have an opinion about it. Not a full audit.
- Domain rating63: Ahrefs scores how strong a site's backlinks are, from 0 to 100. A high score usually means an established site that many others cite and trust.
Domain Rating by Ahrefs
Asset types
- Stocks
- ETFs
- Mutual Funds
- Closed-End Funds
- Bonds
- Currencies
- Commodities
- Futures
- Cryptos
Granularity & latency
- Real-time
- 15-min Delayed
- End of Day
Target audience
Coverage regions
Alternatives
If Koyfin is not the right fit, these substitutes come closest.
Comparisons
Already weighing Koyfin against something specific? Start here.
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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.