Quick Answer
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Koyfin pricing varies by team size and features, ranging from $0 to $299 per user/month in 2026. Your actual cost depends on the tier you choose, contract length, and negotiated discounts.

Use the interactive pricing calculator to estimate your exact cost based on team size and requirements.

  • Free tier: Yes
  • Billing: Monthly and annual (save 15-20%)
  • Hidden costs: Add ~35% for implementation, support, and training

Koyfin offers 5 pricing tiers: Free, Plus, Premium, Advisor Core, Advisor Pro. Standard paid plans include Free at $0/month, Plus at $49/month, Premium at $110/month. The Plus plan is active individual investors and financial enthusiasts who need deeper data.

Compared to other financial data & terminals software, Koyfin is positioned at the mid-market price point.

Last verified: February 2026 | Sources: 1 pricing pages and reviews

Koyfin is a cloud-based financial data and investment research platform founded in 2016 by Rob Koyfman, a former Goldman Sachs analyst frustrated by the lack of affordable analytical tools for investors without Bloomberg access. Based in New York, the company has raised $10M in funding and serves investors across 5 continents with a team of approximately 48 employees.

The platform provides live market data, advanced charting, financial screening, and portfolio analytics for stocks, ETFs, mutual funds, bonds, and cryptocurrencies. Koyfin positions itself as the affordable Bloomberg alternative, offering plans from free to $299/month that deliver 70-80% of Bloomberg's research functionality at a fraction of the cost. With dedicated advisor tiers and a 100% satisfaction guarantee, Koyfin has become a popular choice for individual investors, analysts, and independent financial advisors.

All Koyfin Plans & Pricing

Plan Monthly Annual Best For
Free Financials History: 2 yearsForward Estimates: 1 year Free Free 0 Individual investors and students exploring financial data on a budget
Plus Custom Formulas: LimitedAlerts: 50 $49 /month $39 /monthSave 20% Active individual investors and financial enthusiasts who need deeper data
Premium Alerts: 500Custom Dashboards: 8 $110 /month $79 /monthSave 28% Professional analysts and serious investors needing mutual fund data and advanced analytics
Advisor Core Client Reports: 10/monthCustodian Integrations: 1 $239 /month $209 /monthSave 13% Independent financial advisors and small RIA firms managing client portfolios
Advisor Pro Client Reports: 50+/monthCustodian Integrations: Multiple $359 /month $299 /monthSave 17% Growing RIA firms and wealth management teams needing full advisor workflow
View all features by plan

Free

  • Global stock screener with templates
  • Multiple watchlists (limited)
  • Portfolio tools (1 account)
  • 2 years of company financials
  • 1 year of forward estimates
  • Advanced charting
  • Market and macro dashboards
  • Company snapshots (limited)
  • Economics and earnings calendars
  • 45 days of transcript history
  • Market movers and scatter plots

Plus

  • Everything in Free
  • Unlimited screening templates
  • ETF screening
  • Unlimited watchlists
  • 10 years of company financials
  • 10 years of forward estimates
  • Full ETF holdings library
  • Unlimited custom dashboards
  • 100,000+ global company snapshots
  • Premium news and custom news feeds
  • Company filings and press releases
  • Dashboard data download
  • Custom financial analysis templates
  • Full transcript history with advanced search
  • 50 alerts

Premium

  • Everything in Plus
  • US mutual fund data
  • Mutual fund screener
  • Full US ETF valuation data library
  • Unlimited custom formulas
  • Unlimited custom financial analysis templates
  • Model portfolio tools
  • 500 alerts
  • 8 custom dashboards
  • 10 custom formulas
  • Priority support

Advisor Core

  • Everything in Premium
  • Model portfolios for clients
  • Client proposals and reports (10/month)
  • Client portfolio tracking
  • One custodian integration
  • Mutual fund data access
  • Unlimited alerts and watchlists
  • Priority customer support

Advisor Pro

  • Everything in Advisor Core
  • Custom report pages
  • Multiple custodian integrations
  • PDF broker statement uploads
  • PMS (Portfolio Management System) integrations
  • US SMAs (Separately Managed Accounts)
  • 50+ client reports per month
  • Priority support with dedicated onboarding
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Hidden Costs to Budget For

Watch for 6 hidden costs
  • Annual vs. Monthly Price Gap: Monthly billing costs 20-40% more than annual. The Plus plan is $49/month vs. $39/month annually ($468/yr), and Premium is $110/month vs. $79/month annually ($948/yr). Choosing monthly can add $120-$370+ per year in unnecessary costs.
  • Feature Gating Across Tiers: Critical features like mutual fund data, unlimited custom formulas, and model portfolios are locked behind Premium ($79/mo) or Advisor tiers ($209-$299/mo). Investors needing these features face steep jumps from the $39/month Plus plan.
  • No API Access on Any Plan: Koyfin does not offer an API on any tier. Teams building automated workflows, dashboards, or data pipelines into their own systems cannot programmatically access Koyfin data, potentially requiring a secondary data subscription.
  • Limited Broker Integrations: Custodian and broker integration is currently limited (Charles Schwab only on lower tiers), which may force advisors to maintain manual data entry processes or pay for the Advisor Pro plan at $299/month.
  • International Data Delays: International market data updates at end of day rather than in real time. Users relying on intraday international data will need supplementary data feeds, adding costs that aren't obvious from pricing alone.
  • No Mobile App (Web Only): Koyfin is primarily web-based with limited mobile access. Professionals who need on-the-go portfolio monitoring may need a separate mobile-friendly tool, adding to overall costs.
Tip

Ask your Koyfin sales rep about these costs upfront. Getting them in writing before signing can save you from surprise charges later.

Full hidden costs breakdown →

Frequently Asked Questions

01 How much does Koyfin cost?

Koyfin offers five pricing tiers: Free ($0), Plus ($39/month annually or $49/month), Premium ($79/month annually or $110/month), Advisor Core ($209/month annually or $239/month), and Advisor Pro ($299/month annually or $359/month). Annual billing saves 20-40% depending on the plan. There is also an Enterprise option with custom pricing for large organizations.

02 Is Koyfin free?

Yes, Koyfin offers a genuinely free plan with no credit card required. The free tier includes a global stock screener, basic watchlists, 2 years of company financials, 1 year of forward estimates, advanced charting, and market dashboards. While limited compared to paid plans, it provides substantial value for individual investors getting started.

03 What is Koyfin?

Koyfin is a cloud-based financial data and investment research platform founded in 2016 by Rob Koyfman. It provides live market data, financial metrics, and analytical tools for stocks, ETFs, mutual funds, bonds, currencies, commodities, and cryptocurrencies. Designed as a cost-effective alternative to Bloomberg and FactSet, Koyfin serves individual investors, analysts, and financial advisors with sophisticated charting, screening, and portfolio analytics tools.

04 Koyfin vs Bloomberg: How do they compare?

Koyfin ($0-$3,588/year) is 90-99% cheaper than Bloomberg Terminal ($24,000-$32,000/year). Koyfin excels at charting, screening, and fundamental data visualization for public equities and ETFs. Bloomberg provides real-time trading capabilities, IB Chat messaging, fixed income depth, proprietary news (BBG News), and is the industry standard for institutional finance. Choose Koyfin for research and visualization on a budget; choose Bloomberg for professional trading, deal-making, and institutional credibility.

05 What is the difference between Koyfin Plus and Premium?

Koyfin Plus ($39/month annually) provides 10-year financials, ETF screening, unlimited watchlists, premium news, and full transcript history. Premium ($79/month annually) adds US mutual fund data and screening, full ETF valuation data, unlimited custom formulas and analysis templates, model portfolio tools, and priority support. Upgrade to Premium if you need mutual fund coverage or advanced custom analytics.

06 Does Koyfin offer a free trial?

Yes, Koyfin offers a free trial of its paid plans with no credit card required. You can test Plus or Premium features before committing. Additionally, the permanent Free plan lets you explore the platform indefinitely with basic features, making it risk-free to evaluate. Koyfin also offers a 100% satisfaction guarantee with full refunds within 30 days.

07 Does Koyfin have an API?

No, Koyfin does not currently offer API access on any plan, including Enterprise. This is a significant limitation for quantitative analysts, developers, or teams needing programmatic data access. Users requiring API-based financial data should consider alternatives like FactSet, Refinitiv, or free options like Yahoo Finance API.

08 Is Koyfin good for financial advisors?

Yes, Koyfin offers dedicated Advisor tiers: Advisor Core ($209/month) and Advisor Pro ($299/month). These plans include model portfolios, client reporting, custodian integrations, and mutual fund data. While far cheaper than Bloomberg or FactSet for advisor workflows, the limited broker integrations and lack of comprehensive CRM features may require supplementary tools for larger practices.

09 Can Koyfin replace Bloomberg Terminal?

For individual investors and small firms focused on equity research and screening, Koyfin can replace 70-80% of Bloomberg's functionality at 1-5% of the cost. However, Koyfin cannot replace Bloomberg for real-time trading, fixed income analytics, IB Chat, proprietary news, or the institutional credibility that a Bloomberg subscription carries. It works best as a Bloomberg complement or replacement for non-trading research workflows.

10 Does Koyfin offer discounts?

Yes, Koyfin's primary discount is annual billing, which saves 20-40% compared to monthly pricing. The Plus plan drops from $49 to $39/month, and Premium from $110 to $79/month with annual commitment. Koyfin occasionally runs promotional offers and provides a 30-day money-back satisfaction guarantee on all paid plans.