Koyfin

Bloomberg-style market dashboards, screeners and portfolio analytics at retail prices

Free plan

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Facts verified Nov 2026. Spotted a mistake?

What you'd pay

verified Nov 2026

Solo

$39/mo

Team of 5

$195/mo

Per seat

PlanMonthlyAnnual, per monthUnitIncluded

FreeMonthly: $0Annual, per month: $0per user

· 2 watchlists and 2 screens
· Advanced charting
· 2Y financials

PlusMonthly: $49Annual, per month: $39per user

· Stock and ETF screener
· 10Y financials and estimates
· Unlimited watchlists and dashboards
· Transcripts and premium news

PremiumMonthly: $110Annual, per month: $79per user

· Portfolio advanced analytics
· Unlimited custom formulas
· ETF valuation

Advisor CoreMonthly: $239Annual, per month: $209per user

· Model and client portfolios
· 10 client reports/month
· 1 custodian integration

Advisor ProMonthly: $349Annual, per month: $299per user

· 200 client reports/month
· Multiple integrations
· Priority support

External ratings

verified Nov 2026

4.8 / 5

(137 reviews)

Capterra

4.7 / 5

(3 reviews)

Trustpilot

3.1 / 5

(3 reviews)

Our scores

Value5/5

Ease of use4/5

Depth4/5

Support4/5

Charting 4/5Screening 4/5

What it is

Koyfin is a web-based financial analytics platform with charting, stock and ETF screeners, fundamentals and estimates, macro dashboards and portfolio tracking. It suits self-directed investors and small advisory firms who want terminal-style research without terminal pricing, and higher tiers add model portfolios and client reporting for advisors. A free plan covers basic charting and dashboards. Users note export options and fixed-income coverage are lighter than institutional tools.

Standout capability

Terminal-style dashboards and fundamentals data in a fast browser app at a fraction of terminal cost.

Best for

Self-directed investorsIndependent financial advisorsFundamental stock researchers

Custom market and macro dashboards
Stock and ETF screener
10-year financials and estimates
Portfolio and model portfolio analytics

Community sentiment

What people praise

Reviewers repeatedly highlight the clean, fast interface, broad fundamentals and estimates data, and strong value compared with Bloomberg or FactSet.

What people complain about

Users ask for better export options, an Excel add-in, and deeper fixed-income and niche data coverage.

Source

Geo & compliance

Local-currency pricing: No
Regional pricing: Annual prices shown by default on the pricing page; monthly prices read from the page's monthly toggle data (Plus $49, Premium $110, Advisor Core $239, Advisor Pro $349). Discount for advisory firms under $100m AUM. Team of 5 = 5 x Plus annual (assumes one subscription per user).
EU data hosting: Unknown