Koyfin
Koyfin is a financial data analysis platform designed for investors, advisors, and research teams.
Our verdict
Who it's for
Professional investment analysis and portfolio tools for everyone
Who should look elsewhere
Advanced features such as model portfolios and client reporting require a paid subscription.
Pros
- +Offers a powerful free tier with extensive data access.
- +Professional-grade tools suitable for both individual investors and financial advisors.
- +Intuitive, customizable interface with live data from global markets.
Cons
- −Advanced features such as model portfolios and client reporting require a paid subscription.
- −Some users may find the breadth of data and customization options overwhelming initially.
Key features
- ✓Model Portfolios for strategic asset allocation and performance analytics.
- ✓Client Portfolios with household organization and direct import from Schwab, Altruist, or PDF statements.
- ✓Proposals with polished, branded visuals and integrated workflow from custodian data.
- ✓Customizable Reports with benchmarks, templates, and branding for portfolio and fund analysis.
- ✓Alerts for price, technicals, valuation, and news across watchlists and portfolios (desktop, email, mobile).
- ✓Equity Screener with over 5,900 custom filters for precise stock discovery.
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Free | $0 | month | 2Y financials & 1Y estimates; My Portfolios; Advanced charting |
| Plus | $39 | month | 10Y financials & 10Y estimates; ETF holdings; Stock & ETF screener |
| Premium | $79 | month | Everything in Plus; My Portfolio advanced analytics; Unlimited custom data |
| Advisor Core | $209 | month | Everything in Premium; Model portfolios; Client proposals & reports (10/month) |
| Advisor Pro | $299 | month | Everything in Advisor Core; Short & leveraged model portfolios; Client proposals & reports (200/month) |