Koyfin review: pricing, data, who it fits, limits

Byline: Editorial team

Last updated: October 2026
Disclosure: This page contains no affiliate links and no payment was received from Koyfin for this review. This review is based on the vendor’s documentation, pricing pages and public sources; the platform has not been tested hands-on.

TL;DR: Koyfin suits fundamentals‑focused investors and advisor teams seeking S&P Capital IQ fundamentals, macro dashboards, and flexible watchlists. It lacks intraday charts, backtesting, scripting, an API, and order routing. Entry price is $39/month on annual billing. Non‑US pricing is mostly end‑of‑day; US mixes live and 15‑minute delayed.

Key facts
– Plans: Free, Plus ($39/month annual), Premium ($79/month annual), Advisor Core ($209/month annual), Advisor Pro ($299/month annual). Monthly billing is higher (pricing).
– Fundamentals/estimates from S&P Capital IQ; fund data from Morningstar; macro from FRED/Trading Economics; FX from TrueFX; crypto from Polygon (data sources).
– US prices mix live and 15‑minute delayed; Canada 15‑minute delayed; most other countries end‑of‑day (live vs delayed).
– No scripting/backtesting; “custom formulas” are arithmetic columns only; no public API (custom formulas; API FAQ).
– Advisor integrations (e.g., Schwab, IBKR) are read‑only in Client Portfolios; no trading/order routing (Daily Sync).
– 7‑day full‑feature trial; 30‑day satisfaction guarantee for a full refund (trial).

Risk warning: Trading stocks, ETFs, funds, futures, FX, and crypto involves a high risk of loss. Past results do not predict future performance. Leveraged products can magnify losses beyond expectations. Koyfin provides market information and analytics; it is not investment advice (terms).

Who Koyfin is for, and who should skip it

Koyfin is for investors and advisor teams who prioritize fundamental analysis, macro dashboards, and ETF/fund analytics powered by S&P Capital IQ and Morningstar data in an accessible web and mobile app (data sources; mobile features). It suits global equity research, ETF holdings analysis, and portfolio/Client Portfolios reporting on Advisor plans (Daily Sync).

Skip Koyfin if you need intraday minute/hour charts, strategy backtesting, a scripting language, a programmatic API, or brokerage order routing—those are not on offer (charts; API FAQ). Also note pricing data latency: non‑US markets are mostly end‑of‑day; Canada is 15‑minute delayed; US is a mix of live and 15‑minute delayed (latency FAQ).

Koyfin pricing and plans

Koyfin offers five tiers. Annual billing “saves up to 30%” versus monthly (pricing).

Additional terms and notes:
– 7‑day full‑feature free trial; then auto‑downgrades to Free (trial FAQ).
– 30‑day satisfaction guarantee with full refund if requested within 30 days.
– Plans auto‑renew; cancellation stops renewal and access continues until period end.
– Payments via Stripe/major cards; ACH/wire for annual Team/Enterprise only (terms).
– Legacy Pro was discontinued; after Apr 30, 2026, Pro renews as Premium; model portfolios/mutual funds moved to Advisor tiers (Pro discontinuation).

Koyfin features that matter

Koyfin focuses on accessible fundamentals, macro, dashboards, and screening rather than intraday trading tools.

Data coverage and sources

Koyfin aggregates global equity fundamentals, consensus estimates, and valuation from S&P Capital IQ; fund data from Morningstar; macro from FRED and Trading Economics; FX from TrueFX; and crypto from Polygon (data sources). US stock prices are a mix of live and 15‑minute delayed; Canada is 15‑minute delayed; most other countries are end‑of‑day (latency FAQ). Live prices for SPX/NDX/Dow are derived from CFDs and can differ slightly (typically under 0.1%) from official index prints; historical indices use official closes (index note).

Macro and rates coverage includes live bond yields for 45 countries and yield curves for 20 countries (data overview). Futures are limited to front‑month end‑of‑day pricing (data overview). Corporate transcripts cover 9,000+ companies back to 2004 (transcripts). US and Canadian mutual funds are available on Advisor tiers, with daily prices and total return via Morningstar; US closed‑end funds have 15‑minute delayed intraday pricing (data overview).

Graphing and charts

The Historical Graph can plot multiple series (e.g., price, moving averages, P/E and hundreds of other fundamentals), with templates, table view, annotations, and comparative ratio/spread views (charts & graphs; relative charts). Shortest granularity is daily; there are no minute or hour candles (charts & graphs). Graph templates remember series, formatting, date range, and can be reused across tickers and dashboards.

Screeners and watchlists

The screener spans 100,000+ global securities with 5,900+ filters across price, technicals, and fundamentals, with export to CSV or watchlists (screener). Watchlists support groups, summary rows, saved views, news streams, and sharing with other Koyfin users (watchlists). Custom dashboards hold resizable widgets, templates, and grouped linkage across panels (dashboards; groups).

Custom formula columns enable basic arithmetic on watchlists. There is no scripting language or strategy backtesting engine (custom formulas).

Alerts and news

Desktop/email/mobile alerts cover price thresholds, valuation metrics, technical indicators, and documents (press releases, news, filings, transcripts). Plan limits: Free up to 5 alerts, Plus up to 50, Premium up to 500; Advisor tiers include portfolio/model alerts (alerts). Global stocks support price/valuation/technical/document alerts; non‑US ETFs/mutual funds support price/technicals only. Premium news is sourced from MT Newswires; the Help Center lists availability for “Plus and Pro” (note: may predate the Pro discontinuation) (markets news; Pro discontinuation).

Portfolios and advisor workflows

My Portfolio tracks multiple accounts, cost basis/lots, and P/L in a base currency with FX impact; advanced analytics are on Premium and above (getting started). Advisor plans add model portfolios, Client Portfolios, proposals and reports (10/month on Core; 200/month on Pro), and mutual fund data/screens. Custodian/PMS integrations (e.g., Black Diamond, Orion, Altruist, TradePMR, Schwab, Interactive Brokers) are read‑only and sync daily; there is no order routing/trading via these connections (Daily Sync). Schwab pulls holdings only (no transaction history) (Schwab integration). Portfolio management system integrations (e.g., Black Diamond) are available on Advisor Pro (Black Diamond).

Mobile app (iOS and Android)

The mobile app supports watchlists, graphs, market movers, analyst estimates, price targets, dashboards, company snapshots, news, and transcripts (mobile app). Koyfin’s mobile page listed a screener and custom calculations as “Up next” at publication (mobile roadmap). The web platform offers light/dark themes and configurable hotkeys for faster navigation (themes; hotkeys).

At‑a‑glance comparison

Koyfin performance and reliability

Koyfin does not publish an SLA, uptime, or latency metrics on the pages cited; the Subscriber Agreement disclaims warranties and liability for delays or interruptions (terms). “Live vs delayed” varies by market: US is a mix of live and 15‑minute delayed; Canada is 15‑minute delayed; most other countries are end‑of‑day (latency FAQ). Index live prices for SPX/NDX/Dow are derived from CFDs and may differ slightly from official indices (index note).

Koyfin setup and broker/custodian connections

Sign up on the web to receive a 7‑day full‑feature trial; accounts auto‑downgrade to Free unless you subscribe (trial FAQ). My Portfolio supports manual entry and CSV; Premium unlocks advanced analytics (getting started).

Advisor plans enable Client Portfolios with Daily Sync to custodians and PMS systems (e.g., Black Diamond, Orion, Altruist, TradePMR, Schwab, Interactive Brokers), all read‑only. They are designed for holdings/positions and reporting, not brokerage execution. Schwab imports current holdings only (no transactions); PMS integrations like Black Diamond are on Advisor Pro (Daily Sync; Schwab integration; Black Diamond).

Evidence

This review summarizes Koyfin’s published documentation, pricing pages, Help Center, and terms of service, with citations. No hands‑on testing, screenshots, or latency measurements were performed for this version.

Risks and limitations

• No scripting or backtesting engine; “custom formulas” are arithmetic watchlist columns only (custom formulas).
• No public API and no bulk programmatic export for restricted datasets due to vendor licensing (API FAQ; download limits).
• Non‑US pricing is generally end‑of‑day; Canada is 15‑minute delayed; US is a mix of live and 15‑minute delayed. Futures coverage is limited to front‑month end‑of‑day (latency FAQ).
• Charts have daily minimum granularity—no intraday minute or hour bars (charts & graphs).
• Advisor/custodian integrations are read‑only; there is no trading or order routing (Daily Sync).
• Financials, estimates, and valuation data for global equities cannot be downloaded due to data vendor restrictions; other tables can be exported (download limits).
• No published SLA/uptime/latency; terms disclaim delays and interruptions (terms).
• Index live prices for SPX/NDX/Dow are derived from CFDs and can differ slightly from official index values (index note).

YMYL reminder: Research tools inform decisions; they do not eliminate risk. Trading, especially with leverage or in crypto, can lead to losses greater than expected. Koyfin is an information service, not investment advice (terms).

How Koyfin compares

• TradingView: Consider dedicated charting platforms if you need intraday charting, strategy backtesting, or a scripting language—capabilities Koyfin does not provide.
• TIKR or Stockopedia: If your priority is fundamentals‑centric research at a lower price point, you may also evaluate specialist fundamentals tools; Koyfin’s differentiator is S&P Capital IQ data and integrated macro dashboards.
• Advisors: If you need client proposals/reports and model portfolios with read‑only custodian sync, Koyfin’s Advisor Core/Pro tiers consolidate these workflows.

Costs and extras

• Koyfin lists plan prices only; no separate exchange/market‑data fees are shown on the pricing, terms or FAQ pages cited.
• Priority support appears only on Advisor Pro; no paid support add‑on found.
• Teams/Enterprise: custom pricing via sales; ACH/wire available for annual subscriptions (terms).

FAQ

Is Koyfin better than TradingView?
Koyfin focuses on fundamentals, macro dashboards, and advisor workflows. It lacks intraday charts, scripting, and backtesting. If you need those, evaluate dedicated charting platforms. Koyfin’s differentiator is S&P Capital IQ fundamentals and Morningstar fund data.

How much does Koyfin cost?
Free is $0. Plus is $39/month on annual billing ($49 monthly), Premium $79 ($110 monthly), Advisor Core $209 ($239 monthly), Advisor Pro $299 ($349 monthly). Annual plans “save up to 30%” (pricing).

Is Koyfin as good as Bloomberg?
Koyfin is accessible research software with S&P Capital IQ fundamentals and macro dashboards, not an enterprise terminal. It lacks intraday charts, scripting, backtesting, and broker execution.

Who is behind Koyfin?
Koyfin Inc. was founded in 2016; paid plans launched in 2021. CEO is Rob Koyfman. Notices address: 1504 Bay Road, Suite 2305, Miami, FL 33139. New York law and AAA arbitration apply (about; terms).

Is Koyfin worth it, and is there a free plan?
Free works for light research: 2Y financials/1Y estimates, basic portfolios, 2 watchlists/screens. Plus and Premium add 10Y fundamentals/estimates, ETF analytics, unlimited lists, and advanced portfolio analytics. Advisors get models/reports and read‑only custodian sync.

What features and financial data does Koyfin provide?
Global equity fundamentals/estimates from S&P Capital IQ, fund data from Morningstar, macro from FRED/Trading Economics, FX from TrueFX, and crypto from Polygon. Tools include Historical Graphs, screeners, dashboards, alerts, transcripts, and portfolio analytics (data sources; charts; screener; alerts).

Related services

Compare platforms side‑by‑side (pricing, data, automations) on our comparisons hub (Disclosure: our own site; no affiliate links on this page.)

Methodology and disclosure

Documentation‑based review drawn from Koyfin’s pricing page, Help Center, data coverage notes, and Subscriber Agreement. No hands‑on testing was performed. We run no affiliate links on this page; the related‑services link above points to a site we operate and is not an affiliate link. We update when the vendor changes plans, limits, or documentation. To suggest a correction, contact Koyfin support or our editorial team via the site’s contact form.

Risk warning (again): Markets are risky; information tools don’t remove risk. Past performance does not guarantee future results. Leveraged products can incur rapid losses. Koyfin is an information service, not investment advice (terms).