VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Saturday, January 17, 2026
Koyfin Review, Pricing, and Features
Koyfin
This visit supports Find My Moat at no extra cost to you thanks to an affiliate link.
Web + mobile financial data/analytics “terminal” centered on customizable dashboards, charting, screeners, watchlists, portfolios, news and alerts. Advisor tiers add Client Portfolios, integrations and client reporting with plan-based report limits. No public API. Downloads are supported for many datasets, but global equity financials/estimates/valuation are restricted from download by the data vendor.
Community votes (overall)
Key features
- Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app.
- Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.
- Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads.
- Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
- Alerts for price/valuation/technical signals and for news/filings/transcripts; notifications on desktop, email, and mobile push.
- Portfolio tracking (My Portfolio): create and customize portfolios (stocks/ETFs/mutual funds) with grouping, notes, and summary rows; mobile app supports portfolio monitoring and alerts.
- Advisor workflows: Client Portfolios and reporting (household/portfolio/account), with data imports via integrations, CSV, or PDF brokerage statements (auto-extracted); reports can be downloaded/shared (PDF). Custom Report Pages are Advisor Pro only.
- Koyfin does not provide user-facing data access via API.
- Data downloads: price/performance/technicals, model portfolios, economic and fund data are downloadable, but global equity financials/estimates/valuation are restricted from download by the vendor.
- Custom Data Series: upload CSV price/date history to track unsupported assets inside watchlists/charts/portfolios; Plus plan supports up to 5 custom securities, higher tiers are unlimited.
- Data sources are disclosed (e.g., S&P Capital IQ for global equity fundamentals/estimates/valuation; Morningstar for fund data; FRED/Trading Economics; TrueFX; Polygon).
Data partners
Global equity fundamentals, consensus estimates, and valuation.
Fund data (e.g., mutual funds).
Economic data.
Economic data.
FX data.
Cryptocurrency data.
FAQ
Is Koyfin free?
Not entirely. Koyfin includes a free tier, but its paid subscription 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
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
- Substack: 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!
Got ideas for new features?
Suggest on XStarred 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.