Koyfin
koyfin.com
Spec sheet
- Product
- Koyfin provides investment research and market analytics tools for researching stocks and following market trends.Read 13 Nov 2026 · koyfin.com
- Integrations
- Custodian integrations are included in Advisor Core, while connecting more than one custodian requires Advisor Pro.Read 13 Nov 2026 · koyfin.com
- Mobile apps
- Koyfin offers mobile apps for accessing and analyzing stocks, ETFs, mutual funds, and other financial data.Read 13 Nov 2026 · koyfin.com
- Support
- The pricing comparison lists standard customer support for Free, Plus, Premium, and Advisor Core, and premium customer support for Advisor Pro.Read 13 Nov 2026 · koyfin.com
- Founded
- Koyfin says it was founded in 2016.Read 13 Nov 2026 · koyfin.com
- Advisor features
- Advisor workflows include client portfolios, model portfolios, proposals, and customizable reports.Read 13 Nov 2026 · koyfin.com
- Annual billing
- Koyfin advertises savings of up to 30% with an annual plan.Read 13 Nov 2026 · koyfin.com
- Charts and financial analysis
- The platform offers customizable technical and fundamental graphs and financial analysis.Read 13 Nov 2026 · koyfin.com
- Equity screener
- The equity screener offers more than 5,900 filter criteria.Read 13 Nov 2026 · koyfin.com
- Free plan limitation
- The free tier allows one custom calculation per watchlist; Plus allows up to 10 and Premium allows unlimited custom columns.Read 13 Nov 2026 · koyfin.com
- Market dashboards
- Market dashboards organize curated market and economic data on easy-to-follow screens.Read 13 Nov 2026 · koyfin.com
- Mobile functions
- The mobile app includes watchlists, graphs, market movers, analyst estimates, price targets, dashboards, company snapshots, news, and transcripts.Read 13 Nov 2026 · koyfin.com
- Refund policy
- Koyfin states that purchases are eligible for a full refund when requested within 30 days.Read 13 Nov 2026 · koyfin.com
- Watchlists
- Users can customize watchlists, including columns and table settings, and share them.Read 13 Nov 2026 · koyfin.com
Plans and prices
Free Free Free plan Core market research tools Read 24 Sep 2026 · koyfin.com
Plus Priced on request Expanded data and research capabilities Read 24 Sep 2026 · koyfin.com
Pro $39 a month Billed annually Advanced market data and analysis Read 24 Sep 2026 · koyfin.com
Free Free $0/mo 2Y & 12Q financial statements · 1 custom calculation per watchlist Read 13 Nov 2026 · koyfin.com
Plus $39 a month $39/mo 10Y & 40Q financial statements · 10 custom calculations per watchlist Read 13 Nov 2026 · koyfin.com
Premium $79 a month $79/mo 10Y & 40Q financial statements · unlimited custom columns Read 13 Nov 2026 · koyfin.com
Advisor Core $209 a month $209/mo 10 reports/month · 1 active integration per user Read 13 Nov 2026 · koyfin.com
Advisor Pro $299 a month $299/mo 20 PDF brokerage statement uploads/month · 200 reports/month · unlimited active integrations Read 13 Nov 2026 · koyfin.com
Teams Priced on request Contact sales Custom pricing · custom onboarding · admin purchasing Read 13 Nov 2026 · koyfin.com
Where Specifiction places it
- Equity Research Platforms#8 of 547.3
- Stock Market software#5 of 177.5
- Financial Data Analytics Software#3 of 107.5
- Investment Research Software#5 of 147.2
- Investment Tools#10 of 177.3