On the recordRead 13 Nov 202614 facts
Koyfin
Plans and prices
Pro
$39a month, billed yearly
Advanced market data and analysis
Read 24 Sep 2026 · koyfin.com
Free
Free
2Y & 12Q financial statements · 1 custom calculation per watchlist
Read 13 Nov 2026 · koyfin.com
Plus
$39a month
10Y & 40Q financial statements · 10 custom calculations per watchlist
Read 13 Nov 2026 · koyfin.com
Premium
$79a month
10Y & 40Q financial statements · unlimited custom columns
Read 13 Nov 2026 · koyfin.com
Advisor Core
$209a month
10 reports/month · 1 active integration per user
Read 13 Nov 2026 · koyfin.com
Advisor Pro
$299a month
20 PDF brokerage statement uploads/month · 200 reports/month · unlimited active integrations
Read 13 Nov 2026 · koyfin.com
Teams
Priced on request
Custom pricing · custom onboarding · admin purchasing
Read 13 Nov 2026 · koyfin.com
On the record
- Advisor features
- Advisor workflows include client portfolios, model portfolios, proposals, and customizable reports.koyfin.com · read 13 Nov 2026
- Annual billing
- Koyfin advertises savings of up to 30% with an annual plan.koyfin.com · read 13 Nov 2026
- Charts and financial analysis
- The platform offers customizable technical and fundamental graphs and financial analysis.koyfin.com · read 13 Nov 2026
- Equity screener
- The equity screener offers more than 5,900 filter criteria.koyfin.com · read 13 Nov 2026
- Free plan limitation
- The free tier allows one custom calculation per watchlist; Plus allows up to 10 and Premium allows unlimited custom columns.koyfin.com · read 13 Nov 2026
- Integrations
- Custodian integrations are included in Advisor Core, while connecting more than one custodian requires Advisor Pro.koyfin.com · read 13 Nov 2026
- Market dashboards
- Market dashboards organize curated market and economic data on easy-to-follow screens.koyfin.com · read 13 Nov 2026
- Mobile apps
- Koyfin offers mobile apps for accessing and analyzing stocks, ETFs, mutual funds, and other financial data.koyfin.com · read 13 Nov 2026
- Mobile functions
- The mobile app includes watchlists, graphs, market movers, analyst estimates, price targets, dashboards, company snapshots, news, and transcripts.koyfin.com · read 13 Nov 2026
- Product
- Koyfin provides investment research and market analytics tools for researching stocks and following market trends.koyfin.com · read 13 Nov 2026
- Refund policy
- Koyfin states that purchases are eligible for a full refund when requested within 30 days.koyfin.com · read 13 Nov 2026
- Support
- The pricing comparison lists standard customer support for Free, Plus, Premium, and Advisor Core, and premium customer support for Advisor Pro.koyfin.com · read 13 Nov 2026
- Watchlists
- Users can customize watchlists, including columns and table settings, and share them.koyfin.com · read 13 Nov 2026
