Koyfin 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Koyfin

4.7

(3)

Pricing

Starting at $39.00 per month

About Koyfin

Koyfin serves as a leading global market analytics platform designed to empower investors with powerful research and market insights. The platform, backed by the expertise of Capital IQ, is trusted by over 500,000 investors worldwide. With Koyfin, you gain access to a wealth of resources for in-depth market analysis, ranging from granular bottom-up fundamentals to comprehensive top-down macro analysis. Its extensive coverage includes equities, ETFs, Mutual Funds, analyst estimates, model portfolios, transcripts, filings, screeners, financials, charting, macro data, and customizable dashboards.

Koyfin Screenshots

Koyfin Pricing and Plans

Starting price: $39.00 per month

Free Trial

Free Version

Free

Pricing available upon request

Plan includes:

2Y financials & 1Y estimates
2 watchlists & portfolios
Advanced charting
Global stock screener
Market news
Market & macro dashboards
2 custom dashboards
45D transcript history
Company snapshots
Economic & earnings calendar

Plus

$39.00

per user, per month

Plan includes:

Everything in Free
10Y financials & 10Y estimates
Unlimited watchlists
Unlimited dashboards
Dashboard data download
Stock & ETF screener
Complete filings & transcripts
Advanced transcript search
Complete ETF Holdings data
Premium news, press releases, & filings

Pro

$79.00

per user, per month

Plan includes:

Everything in Plus
Unlimited custom formulas
Unlimited custom FA templates
Mutual fund screener
US mutual fund data
Complete ETF valuation data
Model portfolios
Priority support
Enterprise solutions

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Koyfin Features

Popular features found in Financial Management
Budgeting/Forecasting
Cash Management
Multi-Currency
Project Management
Revenue Recognition
Tax Management
More features of Koyfin
Activity Dashboard
Alerts/Notifications
API
Collaboration Tools
Customizable Branding
Customizable Dashboard
Customizable Templates
Dashboard Creation
Data Import/Export
Data Management
Data Visualization
Drag & Drop
Financial Analysis
Historical Reporting
Multiple Data Sources
Projections
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Real-Time Updates
Reporting/Analytics
Reporting & Statistics
Search/Filter
Trend Analysis
Visual Analytics
Visual Discovery
"What If" Scenarios

Koyfin User Reviews

Overall Rating

4.7

Ratings Breakdown

67%

33%

Secondary Ratings

Ease of Use

4.7

Value for money

5.0

Customer support

5.0

Functionality

4.7

Have you used Koyfin and would like to share your experience with others?

Conor M.

Verified reviewer

Media Production

Self-Employed

Used daily for more than 2 years

Review source

Reviewed December 2023

Koyfin is the Strongest Terminal I have used

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

When you look at the market of Factset, Bloomberg, Ycharts, all costing upwards of $5k to $30k per year, you can do everything they can for less than $1k.

Cons:

International data updates at the end of the day.

Reasons for switching to Koyfin

Ycharts was limited to US-focussed data and had a clear bias to that region. I wanted global coverage and Koyfin delivers that and a whole lot more for a fraction of the price and a much cleaner UI.

Vendor Response

Thank you!

Replied December 2023

Verified

Reviewer

Hospitality

2-10 employees

Used daily for less than 12 months

Review source

Reviewed December 2020

Todo en uno para tus inversiones

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Genera gráficos financieros de acuerdo a tu gusto - Tiene información de Stocks a nivel lationamerica - A la fecha es gratuito

Cons:

- Falta algunos ratios importantes (Piotroski Score, por ejemplo)

Reasons for switching to Koyfin

Tiene muchas funcionalidades, especialmente gráficas

Víctor A.

Verified reviewer

E-Learning

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed November 2022

El complemento ideal para tus inversiones en bolsa

Ratings Breakdown

Ease of use

Functionality

Pros:

Infinitas funciones y gran cantidad de screeners y posibles visualizaciones. Opción de monitorizar tu portfolio y watchlist con información muy completa

Cons:

Membresía un poco cara para la versión de pago, y a veces la información no está tan actualizada al momento como otras plataformas. Al principio no muy intuitivo

Showing 1 - 3 of 3 Reviews