Price checkMonthly
FreeFreePlus$39/moPremium$79/mo
See all 5 plans

All Koyfin Plans & Pricing

Plan Monthly Annual Best For
View all features by plan (compare side-by-side)

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
Pricing Alerts

Track Koyfin pricing

Get an email when Koyfin's pricing changes — plus the weekly SaaS Price Watch: verified price changes and deals across 3,000+ products. One-click unsubscribe.

Try Koyfin Free
Compare Koyfin with alternativesAdjust seats, lock a tier, add up to 2 more products side-by-side. Shareable URL.
At a glance

List price by tier (annualized, per license)

Per-license list price across Koyfin's plans, annualized. Custom-priced tiers show a hatched bar.

Plus$468/yr
Premium$948/yr
Advisor Core$2.5K/yr
Advisor Pro$3.6K/yr
Real-world benchmark

Buyers actually pay a median of $422/yr for Koyfin contracts (Vendr deal flow, n=6). That's a contract total — the more seats, the more leverage to negotiate down.

Quick Answer
Last verified:
Medium confidence

Koyfin pricing: free plan, Plus $39, Premium $79, Advisor Core $209, Advisor Pro $299/mo, billed annually. Plans: Free (free), Plus at $39/month (billed annually), Premium at $79/month (billed annually), Advisor Core at $209/month (billed annually), and Advisor Pro at $299/month (billed annually). The median contract is $422/year based on 6 community cost mentions.

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 $39/month (billed annually), Premium at $79/month (billed annually), Advisor Core at $209/month (billed annually). 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: $422/yr from 6 purchases Thin data
  • 5 documented hidden costs beyond list price
  • Contracts auto-renew
Last verified: | Sources: 1 pricing pages and reviews

How much does Koyfin cost?

Koyfin has a free plan; its 4 paid plans cost $39–$299/mo, billed annually. Plans include Free (free), Plus at $39/month (billed annually), Premium at $79/month (billed annually), Advisor Core at $209/month (billed annually), Advisor Pro at $299/month (billed annually).

Koyfin Pricing Overview

Koyfin pricing: free plan, Plus $39, Premium $79, Advisor Core $209, Advisor Pro $299/mo, billed annually. The Free plan is free and is best for individual investors and students exploring financial data on a budget. The Plus plan costs $39/month (billed annually), best for active individual investors and financial enthusiasts who need deeper data. The Premium plan costs $79/month (billed annually), best for professional analysts and serious investors needing mutual fund data and advanced analytics. The Advisor Core plan costs $209/month (billed annually), best for independent financial advisors and small ria firms managing client portfolios. The Advisor Pro plan costs $299/month (billed annually), best for growing ria firms and wealth management teams needing full advisor workflow.

Koyfin contracts auto-renew, with a one-year commitment to receive the discounted annual rate minimum commitment.

The median Koyfin customer pays $422/year based on 6 community cost mentions.

There are at least 5 documented hidden costs beyond Koyfin's list price, including implementation, training, and add-on fees.

This pricing was last verified in November 4, 2026 from 1 independent source.

Try Koyfin Free

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.

Bloomberg Terminal $24,000-$32,000/user/year Compare → FactSet $4,000-$50,000/user/year Compare → Refinitiv Eikon $15,000-$40,000/user/year Compare →

Compare Koyfin vs Alternatives

Before committing to Koyfin, compare pricing with these 3 alternatives in the same category.

VSBloomberg Terminal
From $24,000/user/year

Institutional professionals needing real-time trading, IB Chat, and industry-standard credibility

Full comparison
VSFactSet
From $4,000/user/year

Buy-side analysts needing modular data, API access, and Excel integration

Full comparison
VSRefinitiv Eikon
From $15,000/user/year

FX and fixed income teams needing comprehensive real-time data

Full comparison

All Koyfin alternatives & migration guides

What Companies Actually Pay for Koyfin

The median Koyfin buyer pays $422/year based on 6 community cost mentions.

What companies actually pay $422/yr Median across 6 community cost mentions Thin data
Review scores
TrustRadius 10out of 10 (1)
Trustpilot 2out of 5 (1)
Third-party review aggregates, as of Mar 2026
Top pricing complaints
Referral discount pricing advertised but not actually availableMisleading marketing around promotional rates
Source: Community cost mentions (Reddit, Hacker News) — aggregated from 6 distinct user reports. Indicative only — not contract-grade data.

Koyfin Cost by Company Size

Example costs for teams of different sizes. Each figure is labelled with the period it covers.

Individual Investor $0-$39 per month

$0-$39/month (Free for basics, Plus for 10-year financials and premium news)

Self-directed investor tracking a portfolio of 20-30 stocks and ETFs, screening for opportunities, and analyzing company financials for long-term investing.

Professional Equity Analyst $79 per month

$79/month annually ($948/year on Premium plan)

Buy-side or independent analyst needing deep financial data, custom formulas, mutual fund coverage, model portfolios, and priority support for daily research workflows.

Independent Financial Advisor (RIA) $209-$299 per month

$209-$299/month annually ($2,508-$3,588/year on Advisor Core or Pro)

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/month
AlphaSense Custom Custom
Bloomberg Terminal Custom Custom
CB Insights Custom Custom
Cyndx Custom Custom
Dealogic Custom Custom

Detailed pricing comparisons:

Browse all Financial Data & Terminals pricing →

5 Koyfin Hidden Costs Beyond the List Price

Beyond the listed price, Koyfin has at least 5 documented hidden costs that can significantly increase total cost of ownership.

Watch for 5 hidden 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 →

Intelligence sourced from 3 independent sources
grounded summary TrustRadius Enterprise reviews Trustpilot Consumer reviews
Key claims include inline source attribution. Data verified against multiple independent sources. 4 source citations total.

Koyfin Contract Terms

Koyfin contracts auto-renew. Changes require advance notice. These terms are sourced from verified buyer experiences.

Contract Terms
Auto-Renewal Yes
Minimum Commitment one-year commitment to receive the discounted annual rate
Based on 2 verified sources

How to Negotiate Koyfin Pricing

Koyfin contracts are negotiable. These 1 tactics are sourced from real buyer experiences and procurement specialists.

Negotiation Playbook 1 tactics
Annual Billing for Discounts high success

Opting for annual billing offers significant savings compared to monthly payments, with savings of up to 30% or more, and the Premium plan seeing a 28.2% discount.

https://vertexaisearch.cloud.google.com/grounding-api-redirect/AUZIYQF-oA9CrkxtCa2u_UzzIy6iMe4XPRDEzBWBR3iGeaaHArf-dW2TghtvBEgCqWxE91r0eI-XsLKXsHhtTJyyjBN9KiKl3JHX0MiYZwL9WgnFOtu4Nbvjt6c6XTY=
High success Medium Low / difficult

Full negotiation guide →

Koyfin Pricing FAQ

01 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.

02 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.

03 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.

04 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.

05 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.

06 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.

07 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.

08 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.

09 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.

Is this pricing incorrect? — we'll verify and update it.