# Koyfin

A browser research terminal for global equities, funds, macro and estimates.

*https://stockmarketstack.com/tools/koyfin · Stock Charting Platforms & Screeners*

## Facts

### At a glance

| Field | Value |
| --- | --- |
| Vendor | Koyfin |
| Category | Stock Charting Platforms & Screeners |
| Job | charting |
| Website | https://www.koyfin.com |
| Pricing model | subscription |
| Free tier | true |
| Open source | false |
| Licence | none |
| Self-hosted | false |
| Tested hands-on | false |
| Last updated | 2026-09-14 |

### Pricing

| Tier | USD | Period |
| --- | --- | --- |
| Free | 0 USD | month |
| Plus | 49 USD | month |
| Premium | 110 USD | month |
| Advisor Core | 239 USD | month |
| Advisor Pro | 349 USD | month |
| Teams | on request | month |

### Coverage

| Field | Value |
| --- | --- |
| Asset classes | stocks, etf, mutual_funds, indices, forex, crypto, bonds, futures, commodities |
| Markets | global |
| Works outside the US | true |
| Data latency | delayed |
| Platforms | web, ios, android |
| AI features | assistive |

### Interfaces

| Field | Value |
| --- | --- |
| API | false |
| Webhooks | false |
| Scripting | none |
| Python | false |
| Spreadsheet add-in | false |
| MCP server | false |
| Export | csv |

### Capabilities

Yes: charting, screening, portfolio_tracking, alerts, news

No: scanning, backtesting, automation, live_trading, paper_trading, broker_import, tax_reporting, options_analysis

*Verified: pricing 2026-09-14; capabilities 2026-09-14; coverage 2026-09-14.*

## What it is

Koyfin is a research terminal in a browser tab. What you buy is breadth of reference data, not
drawing tools: financials and Capital IQ consensus estimates across the global equity universe,
bond yields for 45 countries, FRED series by ticker, ETF holdings and flows, Morningstar mutual
fund returns — arranged into dashboards and watchlists you lay out yourself. Koyfin licenses all
of it rather than scraping: S&P Capital IQ for fundamentals, estimates and valuation, Morningstar
for funds, FRED and Trading Economics for macro, True FX for currencies, Polygon for crypto. The
screener runs over the same universe, which the vendor puts at 100,000+ securities and 6,000+
filter criteria.

It answers a Bloomberg question cheaply: what this company's margins did for ten years next to
its peers, and what the sell side expects next. It is not bought to trade from — no order
routing, no options analytics, no broker connection on the plans an individual buys.

## Pricing

Free, then $49 (Plus), $110 (Premium), $239 (Advisor Core) and $349 (Advisor Pro) per user per
month; Teams is quoted. The prices the pricing page shows first are the annual ones — $39, $79,
$209 and $299 a month, billed yearly, advertised as up to 30% off — and the toggle to monthly is
what reveals the numbers above. Koyfin's own FAQ is blunt about the gap: the monthly plan is not
discounted. Refunds run on a 30-day satisfaction guarantee.

Plus is the real entry point, and what it buys is reach rather than tools: ten-year financials and
estimates, global rather than S&P 500 coverage of targets and consensus, ETF screening, unlimited
watchlists, screens and dashboards, and the right to download anything at all. Premium is where
alerts on your own watchlists and portfolio start working, where custom formulas go from 10 to
unlimited, and where ETF valuation stops being three tickers. The Advisor tiers are a different
product sold on the same page — client portfolios, custodian feeds and branded reports.

The Pro plan was discontinued — after 30 April 2026 its subscribers move to Premium at the same
price and lose model portfolios and mutual fund data, both now Advisor-only.

## Data & coverage

Global, but intraday only in North America. US prices combine live and 15-minute delayed data,
Canada is 15 minutes delayed, and every other country is end-of-day.
Live exceptions: S&P 500, Nasdaq 100 and Dow, 60 currency pairs, bitcoin, and bond yields across
45 countries. Futures are front-month, end-of-day. Earnings transcripts go back 50 years on the
paid plans and 45 days on the free one.

## Integrations

Portfolios are typed in or loaded from a CSV of ticker or ISIN, quantity, cost and purchase date;
custodian links, PMS connections and PDF statement upload are Advisor-tier only, and they
populate client portfolios — My Portfolio, the one an individual keeps, never uses them. Advisor
Core connects to one custodian at a time from Schwab, Altruist, TradePMR, Interactive Brokers and
Fidelity Wealthscape; Advisor Pro lifts the cap and adds Black Diamond, Orion and Addepar. Alerts
cover price, valuation, technicals, news, filings and transcripts — 5 a month on Free, 50 on Plus,
500 above that — and paid plans summarise earnings calls with AI.

## Limitations

- No API, at any price: Koyfin's FAQ says data-provider restrictions forbid it. There is no
  spreadsheet add-in either.
- Export is restricted twice over. The free plan cannot download at all, and on the paid plans
  financials, estimates and valuation for global equities are blocked by the data vendor; price,
  performance, technicals, economic and fund data can leave.
- Nothing outside the US and Canada is intraday.
- No options analytics and no execution.
- Alerts on your own watchlists and portfolio do not exist below Premium at $110 a month, which
  is easy to miss when Plus advertises alerts.
- Your own holdings are never broker-linked: custodian integrations begin at $209 a month and
  feed client portfolios, not My Portfolio.

## Alternatives

[TIKR](https://stockmarketstack.com/tools/tikr) and [Fiscal.ai](https://stockmarketstack.com/tools/fiscal-ai) cover similar fundamentals ground more cheaply, with thinner macro data. For
charting and intraday scanning rather than research breadth, [TradingView](https://stockmarketstack.com/tools/tradingview) is a different shape of
tool. [Stock Rover](https://stockmarketstack.com/tools/stock-rover) is the North-America-only answer with real portfolio analytics attached.

See the rest of the [charting platforms and screeners](https://stockmarketstack.com/categories/charting-screeners).

## FAQ

### Is Koyfin data real-time?

Mostly not. US equity prices are a combination of live and 15-minute delayed data, Canadian prices are 15 minutes delayed, and every other country is end-of-day. Index, FX and bond-yield data has its own live subset.

### Can I get Koyfin data through an API?

No, and not at any price. Koyfin's own FAQ says it does not allow API access because of restrictions from its data providers — in its words, they are in the API business and Koyfin is in the analytics business. There is no Excel or Google Sheets add-in either.

### Is the Koyfin free plan usable?

For a look around, yes, but it is fenced by universe rather than by feature. There is a stock screener with 2 saved screens, 2 watchlists, 2 dashboards, 2 years of financials and 1 year of estimates — and analyst price targets, consensus estimates, earnings history, dividends and ETF exposure only for the S&P 500. Global coverage of those fields, 10 years of history and any data download at all start on Plus at $49 a month, or $39 billed annually.

### Does Koyfin have a free trial of the paid plans?

Koyfin's help centre says every new sign-up gets a 7-day trial of all features that downgrades to the free plan automatically when it ends, with no card taken and no charge. The pricing page itself does not advertise it.

### What happened to the Koyfin Pro plan?

It was discontinued. Pro subscribers moved to Premium at the same price after 30 April 2026, losing model portfolios and mutual fund data, both of which are now exclusive to the Advisor tiers.

## Also worth comparing

- [Optuma Desktop](https://stockmarketstack.com/tools/optuma.md) — Windows technical-analysis desktop for analysts, with Optuma's own EOD data bundled in.
- [Optuma Web App](https://stockmarketstack.com/tools/optuma-web.md) — Browser rebuild of Optuma, per seat, with scans and backtests run on Optuma's servers.
- [StockCharts](https://stockmarketstack.com/tools/stockcharts.md) — Browser technical charting, custom scans and alerts, priced per service level.
- [TC2000](https://stockmarketstack.com/tools/tc2000.md) — Real-time charting and EasyScan screening for US and Canadian stocks and options.
- [TradingView](https://stockmarketstack.com/tools/tradingview.md) — Charting across 50-plus markets, with Pine Script, server-side alerts and broker trading.
- [Stock Rover](https://stockmarketstack.com/tools/stock-rover.md) — Fundamental screening and portfolio analytics on 14,000+ North American stocks.

## Named as a replacement for

- [Bloomberg Terminal](https://stockmarketstack.com/alternatives/bloomberg-terminal.md)