Koyfin Pricing Overview

Yes. According to G2 data, Koyfin offers a free plan with limited features. Users can upgrade to paid plans for additional capabilities. Visit the seller's official pricing page to compare plan options and features.

According to G2 data, Koyfin pricing in 2026 starts at $39.00 and can reach $299.00 depending on the selected plan. Pricing may vary based on billing terms or usage, so users should review the Koyfin's official pricing page for the most current details.

Koyfin's pricing is best suited for independent investors, financial advisors, and small investment management firms seeking professional-grade research without Bloomberg or FactSet costs. G2 reviewers are predominantly from small businesses in financial services and investment management, and they consistently praise Koyfin's value at the Plus and Premium tiers for equity research, portfolio tracking, and client reporting. Mid-market financial services firms also appear among satisfied G2 reviewers, particularly for dashboard customization and custodian integrations. The Advisor Core and Advisor Pro tiers at $209.00 and $299.00 per month respectively target RIAs and wealth managers needing client proposals and multi-custodian integration. Budget-conscious individual investors benefit most from the free or Plus tier.

Koyfin's free tier provides a solid starting point with advanced charting, market dashboards, portfolio tracking, two watchlists, two screens, and two custom dashboards, but limits financial history to two years and restricts company snapshots and news. G2 reviewers note the free version is genuinely useful but leaves significant functionality on the table. Koyfin's paid plans starting at $39.00 per month unlock 10-year financials and estimates, unlimited watchlists, global company snapshots, press releases, filings, and transcripts. Higher tiers add advanced portfolio analytics, custom formulas, ETF valuation, and advisor-specific tools like client reporting and custodian integrations. Several G2 users mention upgrading after extended free use.

G2 reviewers overwhelmingly describe Koyfin as exceptional value, frequently comparing it favorably to Bloomberg, FactSet, Refinitiv, YCharts, and Morningstar at a fraction of the cost. Reviewers consistently highlight that Koyfin's pricing delivers institutional-grade data and analytics at accessible price points. One G2 reviewer with 37 years of trading experience called it the best features-per-dollar platform available. A few reviewers note that advanced portfolio outputs and advisor-tier pricing feel slightly high, and one mentions that many useful features require paid upgrades. Overall, the high average rating of 4.5 out of 5 across G2 reviews, combined with repeated cost-effectiveness praise, confirms Koyfin as strong value for most users.