Koyfin review: investment research, screening and advisor reporting platform with a free plan and paid tiers from $39/month. See features and pricing.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Koyfin is a web-based investment platform for financial advisors, research teams, asset managers and individual investors. It combines market data, portfolio analysis, screening, dashboards and client reporting in one interface. The company describes it as built by investors, for investors, and as an alternative to older, costly data platforms.
Koyfin was founded in 2016 by Rob Koyfman, a former Goldman Sachs and Citigroup strategist who was frustrated with the tools available to investors without Bloomberg access. The company says it reached 500,000 users in 2023 and launched paid plans in 2021. Its stated mission is to equip every investor, regardless of size, with strong data and tools.
Users sign up for a free account and work inside a customizable workspace. Layouts and color themes can be changed, tickers can be dragged from the sidebar into the workspace, and elements can be added to a dashboard with one click. Live market data is available, and a command bar and search help users find securities.
Data coverage includes stocks, ETFs, mutual funds, government yields, indices, currencies, commodities, global economics, transcripts, cryptocurrencies and news. Koyfin says it tracks live yields from 40 countries. For advisors, portfolios can be created from custodian data or PDF brokerage statements and turned into proposals and reports.
On the research side, the Equity Screener scans over 100K global securities with more than 5,900 filter criteria. Company snapshots show security information and analyst estimates, and graphing tools support technical and fundamental charts that can be saved as templates. Alerts monitor price, technicals, valuation and news, and can be delivered on desktop, email or mobile.
Workspace tools include custom dashboards, shareable watchlists with reusable column views, and macro dashboards that bundle markets and economic data. Advisor features add model portfolios, client portfolios grouped into households, branded proposals, and reports with benchmarks and templates. Transcript search lets users look up keywords across company earnings calls.
Koyfin is an investment platform for advisors and investors. It combines market data, screening, dashboards, portfolio analysis and client-ready reports in one place. It covers stocks, ETFs, mutual funds, forex, bonds and more.
Koyfin has a free plan at $0/month. Paid plans are Plus at $39/month, Premium at $79/month, Advisor Core at $209/month and Advisor Pro at $299/month. The site says annual plans save up to 30%.
Yes. The Free plan includes advanced charting, My Portfolios, market and macro dashboards, two watchlists, two screens and two custom dashboards, with limited snapshots and news. The sources do not mention a separate free trial.
Koyfin targets financial advisors, research teams and CIOs, asset managers, equity researchers, independent investors, and schools and universities. Advisors get portfolio, proposal and reporting tools, while investors get research and screening tools.
Koyfin names Schwab Advisor Center, Altruist and TradePMR integrations. It also supports PDF brokerage statement uploads, and Advisor Pro includes PMS integrations.
Koyfin offers a major discount to growing advisory firms with less than $100m AUM. Advisor Core at $209/month covers client reporting with one custodian integration. Larger needs can go through Teams.
Koyfin offers a 100% satisfaction guarantee. Customers who are not satisfied can ask for a full refund within 30 days of purchase.
Yes. Koyfin launched a mobile app in 2022 to help users follow markets on the go. Alerts can be delivered on desktop, email or mobile.