Koyfin Pricing 2026
Complete pricing guide with plans, hidden costs, and cost analysis
Koyfin has a free plan. Paid plans start at $49/user/month (Plus) and go up to $299/user/month.
Koyfin costs Free to $299 per user/month as of March 2026, with 5 plans available including a free tier. Plans: Free (free), Plus at $49/user/month, Premium at $110/user/month, Advisor Core at $239/user/month, and Advisor Pro at $359/user/month. Pricing depends on your chosen tier, contract length, and negotiated discounts.
Use the interactive pricing calculator to estimate your exact cost based on team size and requirements.
- Free tier: Yes
Koyfin offers 5 pricing tiers: Free, Plus, Premium, Advisor Core, Advisor Pro. A free plan is available. Paid plans include Plus at $49/month, Premium at $110/month, Advisor Core at $239/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.
- Median contract: $2,868/yr from 0 purchases
- Average negotiated discount: 93%
- 6 documented hidden costs beyond list price
How much does Koyfin cost?
Koyfin Pricing Overview
Koyfin has 5 pricing plans, including a free tier. Paid plans range from $0 to $299/user/month. The Free plan is free and is best for individual investors and students exploring financial data on a budget. The Plus plan costs $49/user/month, best for active individual investors and financial enthusiasts who need deeper data. The Premium plan costs $110/user/month, best for professional analysts and serious investors needing mutual fund data and advanced analytics. The Advisor Core plan costs $239/user/month, best for independent financial advisors and small ria firms managing client portfolios. The Advisor Pro plan costs $359/user/month, best for growing ria firms and wealth management teams needing full advisor workflow.
The median Koyfin customer pays $2,868/year, with an average 93% discount available through negotiation.
There are at least 6 documented hidden costs beyond Koyfin's list price, including implementation, training, and add-on fees.
This pricing was last verified in February 4, 2026 from 1 independent sources.
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.
How Koyfin Pricing Compares
Compare Koyfin pricing against top alternatives in Financial Data & Terminals.
All Koyfin Plans & Pricing
| Plan | Monthly | Annual | Best For |
|---|---|---|---|
| Free Financials History: 2 yearsForward Estimates: 1 year | Free | Free | Individual investors and students exploring financial data on a budget |
| Plus Custom Formulas: LimitedAlerts: 50 | $49 /month | $39 /yearSave 20% | Active individual investors and financial enthusiasts who need deeper data |
| Premium Alerts: 500Custom Dashboards: 8 | $110 /month | $79 /yearSave 28% | Professional analysts and serious investors needing mutual fund data and advanced analytics |
| Advisor Core Client Reports: 10/monthCustodian Integrations: 1 | $239 /month | $209 /yearSave 13% | Independent financial advisors and small RIA firms managing client portfolios |
| Advisor Pro Client Reports: 50+/monthCustodian Integrations: Multiple | $359 /month | $299 /yearSave 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
Compare Koyfin vs Alternatives
Before committing to Koyfin, compare pricing with these 3 alternatives in the same category.
Institutional professionals needing real-time trading, IB Chat, and industry-standard credibility
Full comparisonBuy-side analysts needing modular data, API access, and Excel integration
Compare pricingFX and fixed income teams needing comprehensive real-time data
Compare pricingWhat Companies Actually Pay for Koyfin
The median Koyfin buyer pays $2,868/year based on 0 verified purchase transactions, with an average 93% savings through negotiation.
with negotiation
Koyfin Year 1 Total Cost by Company Size
Real deployment costs including licenses, implementation, training, and admin — not just the sticker price.
Self-directed investor tracking a portfolio of 20-30 stocks and ETFs, screening for opportunities, and analyzing company financials for long-term investing.
Buy-side or independent analyst needing deep financial data, custom formulas, mutual fund coverage, model portfolios, and priority support for daily research workflows.
Solo or small-team RIA managing 50+ client portfolios, needing client reports, custodian integration, model portfolios, and mutual fund screening for practice management.
How Koyfin Pricing Compares
| Software | Starting Price | Top Price |
|---|---|---|
| Koyfin | Free | $299/user/month |
| AlphaSense | $10000/user/year | $100000/user/year |
| Bloomberg Terminal | $20000/user/year | $32000/user/year |
| CB Insights | $29800/year | $100000/year |
| Dealogic | $30000/year | $150000/year |
| FactSet | $4000/user/year | $50000/user/year |
Detailed pricing comparisons:
Koyfin Pricing FAQ
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.
11 How much can I save with annual billing?
Annual billing saves 20-28% compared to monthly pricing. The Plus plan is $39/month annually vs $49/month, Premium is $79/month annually vs $110/month, Advisor Core is $209/month annually vs $239/month, and Advisor Pro is $299/month annually vs $359/month.
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