Koyfin Pricing Overview

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Free Trial

Free

$0.00

The ultimate beginner package; everything you need to get started gaining insight on your investments

Plus

$39.00

Per Month

Great for investors who need advanced functionality to best manage their portfolios and research stocks

Premium

$79.00

Per Month

Advanced features for investors who want to unlock Koyfin's ultimate functionality and insight

Advisor Core

$209.00

Per Month

For advisors who need essential client reporting and basic custodian integration

Advisor Pro

$299.00

Per Month

For advisors who need fully customizable report slides and custodian data across multiple integrations

Unlock insight, no matter your budget. Choose the subscription that’s right for you.

Koyfin has 5 pricing editions, from $0 to $299. A free trial of Koyfin is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

Pricing information for Koyfin is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Koyfin must be conducted with the seller.

Save up to 40% on your account when you choose to pay annually.
No hidden fees. Upgrade or cancel any time. It’s that easy.

Pricing information was last updated on May 29, 2025

Top-Rated Alternatives

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Koyfin Alternatives Pricing

The following is a quick overview of editions offered by other Financial Research Software

Betterment at Work Essential	$100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*	An affordable, easy-to-manage 401(k) plan for your employees’ retirement. Dedicated Onboarding specialist Simple payroll integrations with Gusto, Trinet, and other providers 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support Scheduled phone and email support for plan administrators Getting started webinars and emails for employees
Crunchbase Crunchbase Pro (Monthly)	$99.001 user Per Month	Find and prioritize opportunities with best-in-class private company data. Pro Includes: Search 4M+ private companies with full results Unlock all company and investor profile data, including growth signals and AI-powered insights Track companies with saved searches and lists, alerts, and stages
Asset-Map Asset-Map Professional	$142.001 Seats Per Month	Our core solution, designed to take your financial planning conversations to the next level. Target-Map Planning Engine Target-Map Cashflow Details Discovery Interview for Prospecting and Fact-finding Stencils Questionnaires Signals™ Integrations Drafts Needs Analysis Model Scenarios Beneficiaries Visualization Asset-Map Report Client Portal Notes Show More

Various alternatives pricing & plans

Free Trial

Pricing information for the above various Koyfin alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

Koyfin Pricing Reviews

(2)

Bobby E.

CEO

Small-Business (50 or fewer emp.)

2/13/2025

"Has completely elevated my business"

5/5

What do you like best about Koyfin?

The simplicity and the interface make this tool easy to use and understand Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

I feel that their pricing is a bit high to get the portfolio outputs Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

10/22/2025

"Great Market information without being pricey, Limited depth in the free tier"

3/5

What do you like best about Koyfin?

Useful tool for technical investors to have a quick overview of all the markets for free. When you pay, it even offers great view and custom dashboards without having to go to a Bloomberg-like price license. Used it for some time weekly. Review collected by and hosted on G2.com.

What do you dislike about Koyfin?

The number of features available in the free version are not that much, leaves a lot in the table and there are way much better solutions out there with better UX. Steep learning curve and in-depth analysis only avialable when upgradingd Review collected by and hosted on G2.com.