Koyfin Free Plan 2026: What's Included & What's Not
Honest breakdown of the free tier limits and features
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: No free tier available
- Billing: Monthly and annual (save 15-20%)
- Hidden costs: Add ~35% for implementation, support, and training
Koyfin offers a freemium model with limited features; upgrade to unlock more.
What's Included in the Free Plan
- 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
What's NOT Included (Paid Only)
- 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
Free Plan Limits
| Limit | Free Plan | Paid Plans |
|---|---|---|
| Financials History | 2 years | Unlimited/Higher |
| Forward Estimates | 1 year | Unlimited/Higher |
| Alerts | 2 | Unlimited/Higher |
| Custom Formulas | Limited | Unlimited/Higher |
| Transcripts | 45 days | Unlimited/Higher |
| ETF Holdings | Limited | Unlimited/Higher |
You'll Need to Upgrade When...
- You exceed the user limit
- You need features like Everything in Free or Unlimited screening templates
- You require premium support or SLA guarantees
- You need to remove branding or watermarks
- You need advanced integrations or API access
Hidden Restrictions on Free Plan
- Koyfin branding may appear on your content or communications
- Support is limited to community forums or email with longer response times
- Export options may be restricted or include watermarks
- API access is typically limited or not available
- Advanced reporting and analytics require paid plans
Free vs Paid: Which Do You Need?
Free Plan is Enough If...
- You're an individual or very small team
- You need only basic features
- You don't mind usage limits
- Branding on output is acceptable
- Community support is sufficient
You Need Paid If...
- Your team is growing beyond limits
- You need advanced features
- Professional branding is required
- You need priority support
- Integrations/API access is critical
Free vs Plus Plan Comparison
| Free $0 | Plus $49/month | |
|---|---|---|
| Features | 11 included | 15+ included |
| Support | Community/Email | Priority Support |
| Branding | Koyfin branding | Your branding |
| Best For | Individual investors and students exploring financial data on a budget | Active individual investors and financial enthusiasts who need deeper data |
Frequently Asked Questions
01 Is Koyfin free?
Yes, Koyfin offers a freemium plan with 11 core features included. However, there are limits on financials history, forward estimates that may require upgrading.
02 What's included in Koyfin's free plan?
Koyfin's free plan includes: Global stock screener with templates, Multiple watchlists (limited), Portfolio tools (1 account), 2 years of company financials, 1 year of forward estimates, and 6 more features. Key limits include Financials History: 2 years, Forward Estimates: 1 year, Alerts: 2.
03 What's NOT included in Koyfin's free plan?
The free plan excludes: Everything in Free, Unlimited screening templates, ETF screening, Unlimited watchlists, 10 years of company financials. You'll also have Koyfin branding and limited support options.
04 When should I upgrade from Koyfin's free plan?
Consider upgrading when: you hit user or storage limits, need features like Everything in Free or Unlimited screening templates, require premium support, or want to remove branding. The cheapest paid plan starts at $49/month.
05 Is Koyfin's free plan really free forever?
Yes, Koyfin's free plan is available indefinitely with no time limit. However, feature and usage limits may restrict what you can do without upgrading to a paid plan.
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