[ Koyfin Reviews ](https://www.g2.com/products/koyfin/reviews) [ Koyfin Reviews ](https://www.g2.com/products/koyfin/reviews) # Koyfin Pricing Overview [Editedit](https://my.g2.com/koyfin/pricings) Free Trial ## Koyfin Pricing Key Insights Last updated on Apr 30, 2026 * * * Koyfin offers **5 pricing editions** , starting from **$0** to **$299**. Koyfin pricing tiers are designed to support different usage levels and team sizes. Koyfin also offers a **free trial**. Compare the Koyfin pricing table below to figure out the best fit for your needs. Some plans may require you to contact **Koyfin** for **custom pricing**. * * * Free — $0 Plus — $39 / Per Month Premium — $79 / Per Month Advisor Core — $209 / Per Month Advisor Pro — $299 / Per Month Rated 4.8 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Free $0.00 The ultimate beginner package; everything you need to get started gaining insight on your investments - 2Y financials & 1Y estimates - My Portfolio - Advanced charting - Market & macro dashboards - 2 watchlists & 2 screens - 2 custom dashboards - Limited company snapshots - Limited news Show More Plus $39.00 Per Month Great for investors who need advanced functionality to best manage their portfolios and research stocks - Everything in Free - 10Y financials & 10Y estimates - ETF holdings - Stock & ETF screener - Unlimited watchlists & screens - Unlimited custom dashboards - 100K+ global company snapshots - Press releases, filings & transcripts - Premium news Show More Premium $79.00 Per Month Advanced features for investors who want to unlock Koyfin's ultimate functionality and insight - Everything in Plus - My Portfolio advanced analytics - Unlimited custom data - Unlimited custom formulas - Custom financial templates - ETF valuation Show More Advisor Core $209.00 Per Month For advisors who need essential client reporting and basic custodian integration - Model portfolios - Client proposals & reports (10/month) - Client portfolios - 1 Custodian integration - US & Canadian mutual funds - Stock, ETF & Mutual fund screener Show More Advisor Pro $299.00 Per Month For advisors who need fully customizable report slides and custodian data across multiple integrations - Everything in Advisor Core - Short & leveraged model portfolios - Client proposals & reports (50/month) - Custom report pages - Multiple integrations - Integration auto-refresh - PDF broker statement upload - PMS integrations - Priority support Show More Unlock insight, no matter your budget. Choose the subscription that’s right for you. 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 Show More ## Koyfin Pricing FAQs Generated using AI Is Koyfin free, or does it offer a free trial? 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. How much does Koyfin cost in 2026? 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. Who is Koyfin pricing best suited for? 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. What are the key differences between the free and paid versions of Koyfin? 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. Is Koyfin considered good value for its pricing? 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. ## Top-Rated Alternatives [ ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct") Morningstar Direct 4.1/5(426) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![TradingView](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_5ec66c52287a108256fe7c9cc632dc0b/tradingview.png "TradingView") TradingView 4.5/5(75) ](https://www.g2.com/products/tradingview/reviews) [ ![AlphaSense](https://images.g2crowd.com/uploads/product/hd_favicon/0c32e6c4bc7531f6d84e9c2e33d30921/alphasense.svg "AlphaSense") AlphaSense 4.6/5(335) ](https://www.g2.com/products/alphasense/reviews) [ View All Alternatives ](https://www.g2.com/products/koyfin/competitors/alternatives) ## Koyfin Alternatives Pricing The following is a quick overview of editions offered by other [Financial Research Software](https://www.g2.com/categories/financial-research) | Product | Price | Features | | --- | --- | --- | | ![Betterment at Work](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3f4597512f6d26a25effbb7bf2e35f89/betterment-at-work.png)[Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) 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](https://images.g2crowd.com/uploads/product/image/small_square/small_square_625bc11274b2de900fce87805fdcd1a8/crunchbase.png)[Crunchbase](https://www.g2.com/products/crunchbase/reviews) 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](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b3df8a8a25ec6a50d22d16aadead3b87/asset-map.png)[Asset-Map](https://www.g2.com/products/asset-map/reviews) Asset-Map Professional | $149.001 Seats Per Month | Our core solution transforms spreadsheet meetings into visual financial planning breakthroughs. 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 | 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) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 12/11/2025 "Easy to Use, Informative, and Great Value" 5/5 What do you like best about Koyfin? Ease of use, quality of information, good price point. Review collected by and hosted on G2.com. What do you dislike about Koyfin? Everything is working very well so far. No complaints or issues. Review collected by and hosted on G2.com. What problems is Koyfin solving and how is that benefiting you? Portfolio analytics especially versus benchmarks. We are finding places that need adjustments in our models or potential adjustments based on where we believe the economy / market is going. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF 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. What problems is Koyfin solving and how is that benefiting you? Financial information and research for the investment analysis, macro trends, and competitors Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic Koyfin Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_5ec66c52287a108256fe7c9cc632dc0b/tradingview.png "Product Avatar Image") TradingView 4.5/5(75) [ Compare Now ](https://www.g2.com/compare/koyfin-vs-tradingview) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_00789c80d03ded5b15bef4520e6baa75/seeking-alpha.png "Product Avatar Image") Seeking Alpha 4.1/5(31) [ Compare Now ](https://www.g2.com/compare/koyfin-vs-seeking-alpha) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_823e0a01e79219b12118492ea8672e84/bloomberg-terminal.jpg "Product Avatar Image") Bloomberg Terminal 4.4/5(69) [ Compare Now ](https://www.g2.com/compare/bloomberg-terminal-vs-koyfin) ##### Categories on G2 [ Financial Research ](https://www.g2.com/categories/financial-research)[ Investment Portfolio Management ](https://www.g2.com/categories/investment-portfolio-management)[ Financial Analytics ](https://www.g2.com/categories/financial-analytics) ##### Explore More [ Skai vs Teikametrics vs Perpetua for a mid-size brand on Amazon: which gives better automation and reporting? ](https://www.g2.com/discussions/retail-media-advertising-platforms-skai-vs-teikametrics-vs-perpetua-for-a-mid-size-brand-on-amazon-which-gives-better-automation-and-re)[ What is the support quality like for aviation MRO systems according to technical reviews from engineers? ](https://www.g2.com/discussions/what-is-the-support-quality-like-for-aviation-mro-systems-according-to-technical-reviews-from-engineers)[ Is AgencyBloc AMS+ worth it as a life and health insurance agency management platform for an agency that needs both AMS capabilities and group benefits management, or does NextAgency cover enough for a smaller independent agency at lower cost? ](https://www.g2.com/discussions/is-agencybloc-ams-worth-it-as-a-life-and-health-insurance-agency-management-platform-for-an-agency-that-needs-both-ams-capabilities-and-group-benefits-management-or-does-nextagency-cover-enough-for-a-smaller-independent-agency-at-lower-cost) [ Recommended revenue operations intelligence tools ](https://www.g2.com/discussions/recommended-revenue-operations-intelligence-tools-for-scaling-teams)[ What are the most trusted scientific data management systems by research directors based on user reviews? ](https://www.g2.com/discussions/what-are-the-most-trusted-scientific-data-management-systems-by-research-directors-based-on-user-reviews%20)[ Pros and Cons Details ](https://www.g2.com/products/koyfin/reviews?qs=pros-and-cons) Show More [ Skai vs Teikametrics vs Perpetua for a mid-size brand on Amazon: which gives better automation and reporting? ](https://www.g2.com/discussions/retail-media-advertising-platforms-skai-vs-teikametrics-vs-perpetua-for-a-mid-size-brand-on-amazon-which-gives-better-automation-and-re)[ What is the support quality like for aviation MRO systems according to technical reviews from engineers? ](https://www.g2.com/discussions/what-is-the-support-quality-like-for-aviation-mro-systems-according-to-technical-reviews-from-engineers)[ Is AgencyBloc AMS+ worth it as a life and health insurance agency management platform for an agency that needs both AMS capabilities and group benefits management, or does NextAgency cover enough for a smaller independent agency at lower cost? ](https://www.g2.com/discussions/is-agencybloc-ams-worth-it-as-a-life-and-health-insurance-agency-management-platform-for-an-agency-that-needs-both-ams-capabilities-and-group-benefits-management-or-does-nextagency-cover-enough-for-a-smaller-independent-agency-at-lower-cost) [ Recommended revenue operations intelligence tools ](https://www.g2.com/discussions/recommended-revenue-operations-intelligence-tools-for-scaling-teams)[ What are the most trusted scientific data management systems by research directors based on user reviews? ](https://www.g2.com/discussions/what-are-the-most-trusted-scientific-data-management-systems-by-research-directors-based-on-user-reviews%20)[ Pros and Cons Details ](https://www.g2.com/products/koyfin/reviews?qs=pros-and-cons)