# Koyfin Software Reviews, Demo & Pricing - 2026

> Review of Koyfin Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/financial-services/koyfin-profile

---

[Home](https://www.softwareadvice.com/)

/

[Financial Management Software](https://www.softwareadvice.com/erp/financial-management-system-comparison/)

/

Koyfin

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

Overview

# Koyfin 2026: Benefits, Features & Pricing

Wondering if Koyfin is right for your organization?

Our Financial Management Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   User Reviews
    

## Overview

Koyfin

4.7

[(3)](https://www.softwareadvice.com/financial-services/koyfin-profile/#reviews)

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.

Wondering if Koyfin is right for your organization?

Our Financial Management Software selection experts can help you in 15 minutes or less.

## Koyfin User Interface

## Popular Koyfin Alternatives

Main Product

Koyfin

4.7

[(3)](https://www.softwareadvice.com/financial-services/koyfin-profile/#reviews)

Ratings Breakdown

-   4.67Ease of use
-   5.0Value for money
-   5.0Customer support
-   4.67Functionality

Pricing

Starting at $39.00 per month

Get Price

Alternative Product

[PayPal](https://www.softwareadvice.com/retail/paypal-profile/)

4.6

[(26467)](https://www.softwareadvice.com/retail/paypal-profile/reviews/)

Ratings Breakdown

-   4.64Ease of use
-   4.52Value for money
-   4.25Customer support
-   4.56Functionality

Pricing

Available upon request

Get Price

Alternative Product

[QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/)

4.3

[(8466)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/)

Ratings Breakdown

-   4.24Ease of use
-   4.16Value for money
-   4.00Customer support
-   4.27Functionality

Pricing

Starting at $38.00 per month

Get Price

Alternative Product

[Agicap](https://www.softwareadvice.com/accounting/agicap-profile/)

4.3

[(161)](https://www.softwareadvice.com/accounting/agicap-profile/reviews/)

Ratings Breakdown

-   4.34Ease of use
-   3.74Value for money
-   4.50Customer support
-   4.16Functionality

Pricing

Available upon request

Get Price

Alternative Product

[FreshBooks](https://www.softwareadvice.com/accounting/freshbooks-profile/)

4.5

[(4518)](https://www.softwareadvice.com/accounting/freshbooks-profile/reviews/)

Ratings Breakdown

-   4.50Ease of use
-   4.32Value for money
-   4.43Customer support
-   4.31Functionality

Pricing

Starting at $21.00 per month

Get Price

Alternative Product

[Xero](https://www.softwareadvice.com/accounting/xero-profile/)

4.4

[(3300)](https://www.softwareadvice.com/accounting/xero-profile/reviews/)

Ratings Breakdown

-   4.36Ease of use
-   4.25Value for money
-   4.04Customer support
-   4.30Functionality

Pricing

Starting at $25.00 per month

Get Price

## 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

Read More

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

Read More

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

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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

5

67%

4

33%

3

0%

2

0%

1

0%

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?

CM

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

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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

Read More

VR

Verified

Reviewer

Hospitality

2-10 employees

Used daily for less than 12 months

Review source

Reviewed December 2020

Todo en uno para tus inversiones

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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

Read More

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

4

Ratings Breakdown

4

Ease of use

4

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

Read More

Showing 1 - 3 of 3 Reviews

## Other Top Recommended Financial Management Software

[Wrike](https://www.softwareadvice.com/project-management/wrike-profile/)

**4.4** (3016)

Recently recommended **0** times

[NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

**4.2** (2045)

Recently recommended **0** times

[Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/)

**4.3** (694)

Recently recommended **0** times

[SAP S/4HANA Cloud](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/)

**4.3** (358)

Recently recommended **0** times

Stuck Between Options?

Our experts can help you compare Koyfin with other top options, so you can find the best fit for your needs.

## See what companies are saying about Software Advice