Koyfin
Financial analytics software
Financial research software
Investment portfolio management software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$39 per month
Free TrialFree version
Small
Medium
Large
- Banking and insurance
- Healthcare and life sciences
- Energy and utilities
What is Koyfin
Koyfin is a web-based financial markets research platform that aggregates market data, company fundamentals, news, and charting into customizable dashboards. It is used by individual investors, analysts, and finance professionals to screen securities, monitor markets, and build comparative analyses across asset classes. The product emphasizes browser-based workflows, configurable watchlists, and visualization tools rather than a full institutional terminal experience.
Broad market data coverage
Koyfin brings together quotes, charts, fundamentals, economic indicators, and news-style content in a single interface. Users can compare companies, sectors, and macro series side-by-side without moving between multiple tools. This supports common research workflows such as relative valuation, performance attribution at a high level, and macro-to-market context.
Custom dashboards and visuals
The platform provides configurable dashboards with widgets for charts, tables, and key metrics. Users can create watchlists and layouts tailored to specific strategies (e.g., sector monitoring, earnings season tracking). Visualization-first workflows can reduce reliance on spreadsheets for exploratory analysis and quick comparisons.
Accessible web-based workflow
Koyfin runs in a browser, which simplifies deployment and access across devices compared with installed workstation software. This can fit small teams and individuals who need research capabilities without complex IT setup. The interface is designed for interactive exploration, including screening and drill-down from high-level views to security detail pages.
Not a full portfolio system
While users can track watchlists and monitor holdings at a basic level, Koyfin is not primarily built for institutional-grade portfolio accounting, order management, or compliance workflows. Firms needing multi-entity books and records, performance reporting packages, or audit-ready controls typically require dedicated portfolio management infrastructure. Integration depth for end-to-end portfolio operations may be limited compared with specialized portfolio analytics suites.
Data depth and entitlements vary
Coverage, history length, and dataset granularity can vary by asset class and subscription tier. Some institutional datasets and niche content commonly required for advanced research may not be available or may require alternative sources. Users with strict data lineage, entitlement, or vendor-audit requirements may need additional validation.
Limited advanced quant tooling
The platform supports screening and visual analysis, but it is not positioned as a full quantitative research environment. Users who require large-scale backtesting, custom factor model development, or programmatic pipelines may find the tooling insufficient without exporting data to external systems. API and automation capabilities may not match platforms designed for data engineering and systematic research.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | $0 per month | 2Y financials & 1Y estimates; My Portfolios (limited); Advanced charting; Market & macro dashboards; 2 watchlists & 2 screens; 2 custom dashboards; Limited company snapshots; Limited news |
| Plus | $39 per 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 per month | Everything in Plus; My Portfolio advanced analytics; Unlimited custom data; Unlimited custom formulas; Custom financial templates; ETF valuation |
| Advisor Core | $209 per 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 per month | Everything in Advisor Core; Short & leveraged model portfolios; Client proposals & reports (50/month); Custom report pages; Multiple integrations; PDF broker statement upload; PMS integrations; US SMAs; Priority support |
Notes:
- Prices and plan feature lists taken from Koyfin's official pricing and plans-comparison pages. The site displays a toggle for annual billing and notes "Save up to 30% with an annual plan." The prices above are the monthly figures shown on the official pricing pages.
- Koyfin’s Help Center states that every new sign-up receives a 7-day free trial of all features and that accounts downgrade to the free plan after the trial ends.
Seller details
Koyfin, Inc.
New York, NY, USA (reported)
Private
https://www.koyfin.com/
https://x.com/koyfin
https://www.linkedin.com/company/koyfin/
