Koyfin Review (2026): Features, Pricing & 20% Discount

Koyfin brings company financials, analyst estimates, charts, screening, market dashboards, and portfolio tools into one research platform. For investors who want to connect an individual stock to its peers, funds, and the wider economy, that combination is compelling. This review explains where its published capabilities look useful, which subscription is sufficient for different jobs, and which data and subscription details deserve attention before paying.

Bottom line: My assessment is favorable for investors who want a repeatable process combining fundamental research with market monitoring. Plus is my default paid-plan recommendation for that work; Premium makes sense when its additional analytics and customization solve a specific need. Advisors should evaluate Advisor Core first and move to Advisor Pro when reporting volume, customization, or integrations require it.

This is a source-based review of Koyfin’s published features, pricing, and documentation, not a hands-on test.

By Ryan O’Connell, CFA, FRM. Last verified: October 6, 2026. Recommendations below are editorial judgments; the workflow examples are hypothetical.

Affiliate disclosure: I’m a Koyfin affiliate. If you subscribe through my link, I may earn a commission at no extra cost to you.

Bottom-line fit: when Koyfin makes sense

The strongest case for Koyfin is the relationship between its tools. Financial statements help establish what a business has done; estimates show what analysts expect; charts help frame valuation and market behavior; screens identify candidates; watchlists and dashboards support ongoing monitoring. My favorable judgment rests on that documented combination, rather than a claim about interface speed or investment results.

I would put Koyfin on the shortlist if your research routinely moves between company fundamentals and broader markets. A long-term investor comparing several businesses, an analyst monitoring changing expectations, or an advisor preparing portfolio discussions has concrete reasons to consider it. Someone who mainly checks a few financial statements may find a narrower research service sufficient.

The subscription decision should follow the job. Start by identifying the history, securities, portfolio analysis, and reporting you actually need. Buying a higher tier just because it is labeled advanced is less persuasive than naming the feature you will use. Free is a legitimate starting point, and Plus already contains much of the published core research offering.

What Koyfin is

Koyfin describes a financial data and analytics platform for investment research and market monitoring. Its official feature overview lists financial analysis, advanced graphing, equity screening, company snapshots, watchlists, custom dashboards, and advisor portfolio and reporting tools. Its coverage page also identifies currencies, commodities, indices, fixed income, cryptocurrencies, and global economic data.

Those categories describe the platform’s scope, not a promise that every security has every field or the same history. A company snapshot, a complete financial statement series, a consensus estimate, and a current quote are different data products. For a purchase decision, check the particular instruments and fields important to your process rather than relying on a headline coverage total.

That distinction also helps set expectations: the evidence supports evaluating Koyfin as an analytical workspace. Client-account integrations, where documented, support importing and organizing portfolio information. They should not be interpreted as proof of trade execution through Koyfin.

Who should consider it?

• Independent investors: The published combination of statements, estimates, screening, charts, and watchlists fits investors researching businesses and maintaining a candidate list. Plus is the first paid tier I would examine.
• Research-focused analysts: Plus includes limited formulas, custom data, and financial templates; Premium removes those limits. Upgrade when the allowances or Premium-specific analytics constrain recurring analytical questions.
• Macro-aware investors: Market and economic dashboards offer a way to put company research alongside rates, currencies, and broader market conditions. These dashboards also appear on the Free pricing card.
• Financial advisors: Advisor Core and Advisor Pro add model portfolios, client portfolios, reports, and integrations. Choosing between them is primarily a workflow and capacity decision.
• Occasional researchers and learners: Free provides a way to explore documented core functions before deciding whether longer histories or additional tools justify an ongoing expense.

These are fit judgments, not findings from observing users. For teams, the current pricing page offers custom arrangements through sales; public individual-plan prices do not establish a team contract.

The research features that support a favorable assessment

Financial statements and analyst estimates

The current pricing cards list two years of financials and one year of estimates for Free, compared with ten years of financials and ten years of estimates for Plus. Premium includes everything in Plus. These are published plan allowances; they do not establish that every company has the full stated history or forecasts for every metric.

Koyfin’s financial-analysis description supports viewing information in tables and charts across different periods. Company snapshots include an analyst-estimates overview. In my judgment, access to historical results alongside expectations is useful because valuation depends partly on the future business implied by the price, not simply the latest reported earnings.

A sensible research question is whether expected growth looks consistent with the company’s historical margins and investment needs. Keep reported results separate from forecasts, and check whether a measure is standardized, adjusted, or defined differently in company materials. Consensus is an input to analysis, not an assurance that the business will deliver it.

Technical and fundamental charts

The feature overview documents technical and fundamental chart customization, saved graph templates, and sharing. Advanced charting is also listed on Free’s current card. Premium adds unlimited custom formulas and custom data, making it a candidate for investors who need more tailored analysis rather than simply more access to the same core research.

My assessment is that reusable charts can support consistency. For example, comparing the same fundamental measure across peers over the same period creates a more disciplined question than repeatedly changing the display until one company looks attractive. That is a proposed use, not a claim that I built or tested those charts.

Always match the interpretation to the series. A price chart and a return comparison answer different questions, while a valuation ratio can change because of its numerator, denominator, or both. A visually striking relationship is a starting point for investigation; it does not demonstrate causation.

Stock and ETF screening

Plus’s card lists stock and ETF screening and unlimited saved screens; Free lists two screens. The official feature page describes custom equity filters. This supports a practical role for screening: turn an investment question into a manageable research list, then investigate each result.

For a hypothetical quality-oriented search, an investor might select profitability, leverage, growth, and valuation criteria where the relevant fields are available. The useful output would be a shortlist with explicit assumptions, not a buy list. Different industries require different standards, and a company can pass a quantitative filter while having risks that only its filings explain.

I would favor simple, interpretable screens over an elaborate collection of thresholds. If a result disappears when one assumption changes slightly, that sensitivity is useful information. Screening is most valuable when you can explain why each filter belongs in the process.

Dashboards and watchlists

Koyfin documents customizable watchlist columns, reusable views, watchlist sharing, and saved dashboards. Free lists two watchlists and two custom dashboards; Plus lists unlimited watchlists and custom dashboards. Its market dashboards are described as curated views of markets and economic information.

In my view, this is a meaningful strength for recurring research. A watchlist can preserve the peer group you follow, while a dashboard can preserve the market context you consider relevant. The value is maintaining a consistent framework, rather than adding as many symbols and panels as possible.

A hypothetical setup could separate current holdings, companies under investigation, and a small set of market indicators. Each list should have a purpose: what changed, why it matters, and what evidence would trigger further research. Unlimited capacity is useful only if the additional organization improves that process.

Macro and cross-asset context

The coverage page identifies global economics, currencies, commodities, indices, and fixed income. Koyfin’s feature overview describes market dashboards for economic and market data. Taken together, the documentation supports considering Koyfin for research that links business fundamentals to wider conditions.

For example, an investor studying an internationally exposed business might monitor relevant currencies alongside its reported results. Someone assessing rate-sensitive holdings might examine yield information before reviewing company financing assumptions. These are hypothetical analytical workflows, not evidence that any one macro variable predicts a stock’s return.

The useful discipline is to write down the proposed connection. Which revenue stream, cost, or balance-sheet item would be affected? Over what period? A dashboard helps organize the question; company disclosures and the underlying series definitions help determine whether the connection is credible.

News, filings, and transcripts

Plus’s current card lists press releases, filings, transcripts, and premium news. Free lists limited news. This matters because financial data becomes more useful when you can investigate the events and explanations behind it. The documentation supports the availability of those content categories without establishing identical content depth for every company.

A hypothetical earnings review could begin with reported results and estimates, then move to the release, filing, and call transcript. The analyst would ask what changed in demand, costs, financing, or guidance and whether management’s explanation fits the numbers. Reading the underlying document remains important when a conclusion turns on precise wording.

I view the combination of numbers and source documents favorably. A press release can emphasize selected measures, a transcript captures management’s discussion, and a filing provides more formal detail. Comparing them encourages a fuller assessment than relying on a headline or isolated ratio.

ETFs: holdings first, valuation when needed

The Plus card includes ETF holdings and ETF screening, while Premium adds ETF valuation. That creates a useful purchasing distinction. If your central question is what a fund owns, examine Plus before assuming that you need Premium. If portfolio research depends on fund valuation analysis, Premium deserves consideration.

For a hypothetical fund comparison, review the underlying holdings alongside the funds’ stated objectives and available data. Two different fund names do not by themselves establish diversified exposure. Holdings dates matter, and any valuation comparison needs consistent definitions and an understanding of how the underlying holdings contribute.

Verify the specific funds and fields you intend to use. Koyfin’s overall coverage description and a tier’s feature name do not establish universal ETF availability. I would make that instrument-level check part of the decision before paying for a recurring fund-analysis workflow.

There are useful details behind those broad labels. Koyfin’s ETF valuation documentation, updated May 29, 2025, limits this feature to US ETFs. It says all plans include valuation for SPY, QQQ, and DIA, while Premium and the advisor plans extend it across US ETFs. That is a more precise reason to upgrade than assuming Plus has no valuation examples at all. Separately, the June 2026 risk-statistics release makes individual ETF risk snapshots available from Plus; advanced personal-portfolio risk analytics are a different Premium feature.

For historical fund analysis, Koyfin’s holdings and contribution guide, updated January 24, 2025, explains that its contribution calculation uses current constituents and estimated starting weights because historical constituents are unavailable. Removed constituents may be missing. My interpretation is that this is a useful approximate decomposition, not complete historical attribution. Read the methodology before treating a contributor table as an exact account of what the fund held throughout a past period.

Three practical, hypothetical workflows

The following examples illustrate how the published tools could fit together. They are not accounts of my testing, and they contain no security recommendations or claimed outcomes.

Example 1: research a company and its peers

1. Define the question: Is the company’s valuation supported by its growth, profitability, and balance sheet relative to an appropriate peer group?
2. Build a research list: Use a watchlist for the company and peers; use screening if you need additional candidates.
3. Review results and expectations: Compare available historical financials with consensus estimates, keeping reported and forecast periods distinct.
4. Examine the explanation: Read relevant releases, filings, and transcripts for acquisitions, unusual items, or business changes that affect comparability.
5. Document the decision: Record the assumptions that would justify further work and the evidence that would challenge your thesis.

Plus is my first paid-plan candidate for this workflow because its card contains the principal research components. Premium becomes relevant when you exceed Plus’s customization allowances or need its specific additional analytics.

Example 2: create a focused market-monitoring routine

Suppose an investor follows equities but wants context from interest rates and currencies. A hypothetical routine would use a market dashboard for the broader picture and a watchlist for the holdings or candidates affected. The investor would distinguish a general market move from a company-specific event, then consult the relevant news and disclosures.

Free may be adequate for a modest setup within its two-watchlist and two-dashboard limits. Plus becomes a reasonable step when the routine requires more saved lists, dashboards, or longer company histories. Adding panels should follow an analytical need; a crowded screen is not evidence of a better process.

Example 3: prepare an advisor portfolio discussion

A hypothetical advisor could organize client accounts, examine the current allocation, and compare it with a proposed model before preparing a report. Koyfin’s Advisor Core documentation describes household organization, models with historical allocations, sleeves and custom benchmarks, and reports covering allocation, exposure, performance, risk, and fees.

Advisor Core is the initial candidate when one custodian integration and ten reports per month are sufficient. Advisor Pro merits consideration when the workflow needs multiple integrations, PDF statement uploads, custom report pages, or greater reporting capacity. Before using imported data in a client discussion, the advisor should reconcile accounts, holdings, and dates against the originating records.

My Portfolio versus advisor client and model tools

These are different purchasing needs. Free’s card includes My Portfolios, and Premium specifically adds My Portfolio advanced analytics. Advisor Core includes everything in Premium and adds model portfolios, client portfolios, reporting, one custodian integration, and US and Canadian mutual fund data.

For personal investment research, I would start with the documented My Portfolio offering and ask whether Premium’s advanced analysis is necessary. An individual who also needs model portfolios or mutual fund data has a different requirement: current cards place those features in advisor plans, irrespective of job title.

The plan guide updated September 15, 2026 clarifies that Free supports one personal account, paid plans support unlimited personal accounts, and Premium adds hypothetical performance, portfolio risk statistics, and short positions. Plus already allows up to ten custom formulas; Premium removes that limit. That makes the upgrade decision one of analytical scope and capacity, not a choice between having customization and having none.

The current plan comparison, checked October 7, 2026 UTC, also gives Plus one financial template and five custom data series/securities, versus unlimited allowances on Premium. Koyfin’s template guide and custom-data release explain those limited Plus tools. The older guides use legacy Pro terminology; the current comparison governs today’s plan names. A small customization need alone is not a reason to pay for Premium.

Portfolio calculations also need to be read on their own terms. The My Portfolio documentation, updated September 1, 2025, says P/L excludes dividends, reinvestments, and brokerage fees, while Total Return includes dividends with assumed reinvestment. The August 25, 2026 short-position release says short positions are excluded from performance figures, return metrics, and risk statistics. Tracking a short holding therefore does not mean the risk calculations describe a complete long-short portfolio. These are methodological limits to understand, not evidence that the underlying tracking feature is useless.

For advisors, the distinction between tracking personal holdings and organizing client accounts is material. Advisor Core’s documentation describes client households and reporting; Advisor Pro’s documentation adds multiple custodian connections and PMS integrations, naming Black Diamond, Addepar, and Orion. It also describes comparing up to five portfolios or funds, versus up to two in Advisor Core.

Advisor Pro’s PDF statement import is a concrete convenience for prospect analysis, but it is not an instant or unlimited import promise. The current plan guide lists twenty PDF uploads per month. The PDF import guide, updated May 29, 2026, describes processing windows of up to 24 hours for automatically reconciled statements and up to 72 hours for manual reconciliation. The daily-sync guide describes overnight account updates and read-only integrated accounts. Koyfin’s rebalancing documentation instructs users to execute trades outside Koyfin.

Do not confuse legacy Pro with Advisor Pro. Koyfin’s transition notice, updated April 23, 2026, explains the old Pro plan’s sunset and migration to Premium. It identifies model portfolios and mutual fund data as advisor-plan features. Older references to “Pro” should therefore be checked against current plan cards rather than treated as today’s entitlement list.

Data sources and sensible cross-checks

Koyfin’s data-source FAQ, updated December 10, 2024, says it licenses data from more than a dozen vendors rather than scraping the web. It attributes global equity fundamentals, consensus estimates, and valuation to S&P Capital IQ, fund data to Morningstar, and economic data to sources including FRED and Trading Economics. It also names True FX for foreign exchange and Polygon for cryptocurrency data.

Named sources are a positive part of my assessment because they provide provenance for the research inputs. They do not establish that every observation is complete, current, or directly comparable with a company’s own presentation. Standardized data and issuer disclosures can differ in classification, adjustment, or timing.

• Check financial definitions: Reconcile thesis-critical figures to the company’s filing, including fiscal periods, currency, units, and adjustments.
• Check estimates: Identify the forecast period and update date. Avoid treating the consensus as management guidance or your own forecast.
• Check quotes: Review the trade timestamp and relevant market’s delay before using a displayed price for a time-sensitive decision.
• Check funds: Compare holdings dates and fund documents before drawing conclusions about current exposure.
• Check portfolio inputs: Reconcile imported or entered holdings and account details before relying on analytics or sharing reports.

These are my recommended research controls. This review does not independently audit Koyfin’s data accuracy or measure update latency. The favorable conclusion concerns the documented research framework and disclosed sources.

Koyfin pricing: choose the lowest adequate plan

The following displayed rates were checked on October 6, 2026. Annual rates are per-month equivalents with annual billing, not monthly payments. Monthly billing is shown separately. Partner rates are public landing-page observations, not a guarantee that every customer qualifies.

For straightforward annual arithmetic, Plus’s displayed equivalents imply $468 at the standard rate and $374.40 at the partner rate, a $93.60 difference. Premium’s equivalents imply $948 and $758.40, a $189.60 difference. These calculations multiply displayed rates by twelve; they are not verified invoices or promises about future renewal pricing.

My plan recommendations are practical: Free for limited monitoring; Plus for recurring company research; Premium for its additional analytical tools; Advisor Core for advisor work within its integration and report limits; Advisor Pro for the documented higher-capacity and customization needs. The public pricing cards and subscription FAQ govern this comparison. This feature comparison follows the current pricing cards.

The pages display dollar signs; this review does not independently confirm the invoicing currency. Verify currency, taxes, invoice total, and final eligibility at checkout. Discount duration, renewal treatment, stacking, existing-customer eligibility, and applicability to custom Teams arrangements were not established by the reviewed evidence.

A potentially relevant alternative for advisors is Koyfin’s growing-firm program for firms below $100 million in assets under management. Its page advertises a discounted first year with pricing obtained from sales. Compare that quote with the partner offer before buying; neither a precise percentage nor stacking compatibility was established. This purchasing option was checked October 7, 2026 UTC.

Free plan and trial uncertainty

The permanently Free plan is separately documented on current pricing cards. Trial descriptions are less consistent. The partner landing-page hero advertises a seven-day gift of Advisor Pro, while its FAQ discusses enterprise trials arranged through sales. A November 29, 2024 FAQ describes an older all-features trial followed by an automatic downgrade to Free.

Those statements should not be combined into a guaranteed current trial mechanism, automatic downgrade, or no-charge promise. If temporary paid access is important to your decision, confirm the signup terms presented to your account or ask Koyfin support. My recommendation to begin with Free relies on the current Free plan, not on resolving those conflicting trial descriptions.

Pros and limitations

What I view favorably

• Connected research tools: Statements, estimates, charts, screens, documents, and monitoring tools support successive stages of a research process.
• A substantive Free starting point: The card includes charting, market dashboards, portfolio tools, and limited saved lists and screens.
• A clear paid research tier: Plus combines longer published financial histories with ETF holdings, screening, and company documents.
• Purposeful upgrade paths: Premium expands customization beyond Plus’s allowances and adds analytics; advisor plans add client workflows, integrations, and reporting.
• Disclosed data provenance: The vendor names its principal fundamental, fund, and economic data suppliers.

What deserves attention

• Export restrictions: Global equity financials, estimates, and valuation are excluded from downloads under the July 2025 FAQ.
• Mixed quote timing: The quote FAQ describes live, delayed, and end-of-day information depending on market.
• Workflow-specific costs: Models and mutual fund data require advisor plans under current cards, even for an individual researcher.
• Documentation inconsistencies: Trial descriptions and legacy Pro references need to be interpreted against current information.
• Unmeasured experience: This review establishes no hands-on findings about usability, reliability, speed, or support responsiveness.

The practical trade-off is favorable when you want to analyze within the platform. If your central requirement is extracting global equity fundamentals into an external spreadsheet model, the documented restriction is a significant purchasing consideration.

Koyfin alternatives: compare the work you need to do

The following fit judgments use competitors’ own published capabilities. These services overlap; the comparisons are not claims that one platform has better data or universally replaces another.

StockAnalysis.com: company research and exports

Stock Analysis’s official Pro page documents global stock and fund data, analyst forecasts, business metrics, saved screeners, ETF holdings, watchlists, portfolios, and brokerage holdings syncing. It describes financial history ranging from ten to forty years, rather than a uniform history for every company. Pro allows one daily download to Excel, CSV, or Google Sheets; Unlimited removes download limits.

I would examine StockAnalysis.com when company research and spreadsheet exports are central. Koyfin’s documented appeal is the combination of that research with market dashboards, charting, and portfolio analysis. Compare the specific fields and export needs rather than assuming one has superior coverage. See my Stock Analysis review for a separate evaluation.

Fiscal.ai: business drivers and fundamental visualization

Fiscal.ai’s March 15, 2026 product newsletter demonstrates Segments & KPIs, Custom Metrics, and Fundamental Charting through examples involving orders, subscriber categories, and cloud businesses. Those examples support concrete operating-metric workflows, not universal availability for every company.

I would consider Fiscal.ai when the main question concerns how a business earns money and which operating drivers explain its results. Its fundamental charts overlap with Koyfin’s research and visualization role. Koyfin’s documented broader market-monitoring combination is a reason to compare both around your routine, rather than drawing an absolute company-research-versus-markets divide. My Fiscal.ai review examines it separately.

Seeking Alpha Premium: arguments and ratings alongside data

Seeking Alpha’s Premium feature list documents article and transcript access, Quant, contributor and sell-side ratings, financial statements, stock and ETF comparisons, screening, broker-linked portfolios, and price or rating alerts.

My judgment is that Premium merits consideration when published investment theses and ratings are important inputs to your process. It also has data and portfolio tools, so reducing it to commentary would be unfair. Koyfin offers a different starting point through its documented analytics and monitoring framework. Ratings and contributor arguments should be examined critically, not treated as promised returns. See my Seeking Alpha Premium review.

TradingView: scripts, technical analysis, and trading workflows

TradingView’s official features page documents technical charts, drawing tools, cloud alerts, Pine Script, historical strategy testing, paper trading, and trading through supported brokers. It also describes fundamental graphs, financial statements, screening, and macroeconomic tools.

I would investigate TradingView when custom indicators, chart strategies, and connections to supported brokers are central. Koyfin remains worth evaluating for its financial research, dashboards, and portfolio tools. There is meaningful overlap in charting and fundamentals; exact subscription and market-data requirements should be checked for your intended use rather than assuming all advertised tools belong to every plan.

Bloomberg Terminal: professional research and connected workflows

Bloomberg’s Terminal overview describes cross-asset coverage, proprietary and third-party research, analytics, collaboration, and integrated execution and order-management solutions. Launchpad combines security monitors, alerts, charts, and news.

There is overlap with Koyfin in research and market monitoring. If your job also depends on counterparties, professional communication, or connected execution, evaluate those requirements explicitly. Koyfin’s published documentation supports a favorable analytical-platform assessment; it does not establish equivalence with Bloomberg or a complete replacement. Individual Bloomberg services and integrations also need their own scope checks.

Verdict: favorable, with Plus as the default paid choice

My favorable view rests on Koyfin’s documented combination of company fundamentals, estimates, charts, screening, market context, and portfolio tools. It offers a coherent basis for organizing research from an initial question through ongoing monitoring. That is a supported editorial assessment of its design and scope, not a claim that the platform improves returns.

My default recommendation is Plus for recurring fundamental research. It contains the principal tools discussed here without requiring an advisor subscription. Choose Premium when advanced personal-portfolio analytics, broader US ETF valuation, or customization beyond Plus’s allowances addresses an actual requirement. Choose Advisor Core for client and model work within its limits, and Advisor Pro when its integration, reporting, or customization additions are needed.

Free remains a reasonable choice when its allowances meet your needs. Before subscribing, verify your securities, history, quote timing, and export requirements. The strongest reason to pay is a recurring research task that the selected tier supports at a cost you consider worthwhile.

How to use the Koyfin partner offer

1. Open the partner offer using the link above and review the displayed plans.
2. Select the lowest tier that meets your requirements and choose annual or monthly billing using the landing page’s Select Plan controls. Those registration links retained Ryan’s tracking parameter when checked; generic signup links did not consistently retain it.
3. Review the final price, eligibility, billing schedule, and subscription terms presented before confirming a purchase.

I have not verified a coupon code or an automatic checkout-application mechanism. The evidence here is the landing page’s displayed reduced pricing. My Koyfin discount guide provides a focused reference, and the partner discounts directory lists other offers.

Frequently asked questions

Is Koyfin worth paying for?

In my judgment, it can be worthwhile if you repeatedly use its combined research and monitoring tools. Plus is the first paid tier I would evaluate. If Free already meets your needs, there is no analytical reason to upgrade solely because paid tiers exist.

Which Koyfin plan should I choose?

Free for a limited setup; Plus for longer-history company research and the published core paid tools; Premium for its added analytics and customization; Advisor Core for client reports, models, mutual funds, and one custodian; Advisor Pro for its higher limits, custom pages, multiple integrations, and other documented additions.

Does Koyfin have live market data?

The quote FAQ, updated September 26, 2024, describes US stock prices as a mixture of live and fifteen-minute-delayed data, Canadian prices as fifteen minutes delayed, and other countries’ prices as end-of-day. It says trade timestamps are available by hovering over a ticker in MYD or in the quote box. Check the timestamp rather than assuming every quote is live.

Can I download Koyfin data?

The download FAQ, updated July 1, 2025, allows downloads of categories including price, performance, technicals, percentile ranks, model portfolio, economic, and fund data from tables and chart table views. It specifically excludes global equity financials, estimates, and valuation from downloads because of vendor restrictions. This is not a restriction on all data.

Does Koyfin provide a data API?

Its API FAQ, last updated October 29, 2021, says users cannot obtain data through an API because of provider restrictions. That is a dated published statement, not an independently verified account of every current integration. If programmatic data access is essential, obtain current confirmation before subscribing.

Can I connect a brokerage account?

Current cards list one custodian integration for Advisor Core and multiple integrations, PMS connections, and PDF brokerage statement uploads for Advisor Pro. The advisor documentation names supported custodians including Schwab, Altruist, TradePMR, Fidelity, and IBKR. Confirm support for your particular account structure. Importing holdings should not be assumed to include placing trades.

Is there a free plan or free trial?

Free is a current, separate plan. Trial documentation conflicts: the partner hero advertises a seven-day Advisor Pro gift, its FAQ discusses enterprise trials, and the November 2024 help article describes an older trial and downgrade process. Confirm the terms offered to your account; this review does not guarantee paid trial access or its billing mechanics.

What are the renewal, cancellation, and refund terms?

The current pricing FAQ says paid plans auto-renew. It says cancellation stops the next renewal and paid access continues through the billing period. It also describes a full refund on request within thirty days of purchase. That is Koyfin’s published policy, not a guarantee I personally provide. Read the terms presented to you before purchasing.

Sources, methodology, and disclosure

This review uses Koyfin’s public pricing, feature descriptions, coverage information, help articles, and advisor documentation. Current pricing cards take precedence for broad entitlements where older materials conflict. Displayed rates include the October 6, 2026 public-browser observations supplied for this review. No account testing, screenshots, performance measurements, or independent data audit underpin the assessment.

Editorial source links throughout the article point to supporting documentation. They are distinct from the labeled affiliate offer links. Competitor comparisons use their own official sources, including Fiscal.ai’s published product examples, and contain no competitor pricing assumptions.

• Koyfin pricing cards and subscription FAQ.
• Koyfin feature overview and data coverage.
• Data provenance, quote timing, download restrictions, and dated API guidance.
• Advisor Core, Advisor Pro, and legacy Pro transition.
• November 2024 trial FAQ, read alongside the current landing-page descriptions.

I am a Koyfin affiliate and may receive a commission through the labeled offer links. This relationship is disclosed before the first such link. My recommendation is to choose the lowest adequate plan, including Free when appropriate.

Last verified: October 6, 2026. Prices, features, eligibility, and policies may change after this date.

Related Reviews and Offers

Koyfin DiscountCurrent partner offer and redemption guidance. Stock Analysis ReviewCompany research, screening, and data downloads. Fiscal.ai ReviewFinancial research and business-driver analysis. Seeking Alpha Premium ReviewInvestment research and ratings.