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Investment Analytics · head to head

FactSet vs Koyfin

FactSet logo

FactSet

Investment Analytics

Financial data workstation, portfolio analytics and data feeds for investment professionals

From
On request
Free plan
No
Full reviewWebsite
Koyfin logo

Koyfin

Investment Analytics

Market research, portfolio analytics and client reporting for advisers and investors

From
Free
Free plan
Yes
Full reviewWebsite

The short version

  • Only Koyfin has a free tier, so it costs nothing to try first.
  • Each has a real cost: FactSet no published pricing; FactSet's FAQ says cost depends on the use case and products required, and trials go through sales (checked November 2026).; Koyfin annual prices are not shown on the pricing page, only a claim of saving up to 30 per cent, checked November 2026.
  • They diverge on capability: FactSet covers FactSet Workstation, Koyfin covers Custom dashboards and watchlists.
  • Prices and features above were last checked on 12 November 2026.

Where they differ

Only the attributes on which FactSet and Koyfin actually diverge.

Attributes where FactSet and Koyfin differ
AttributeFactSetKoyfin
Starting priceOn requestFree
Pricing modelquotefreemium
Free tierNoYes
PlatformsWindows, Web, APIWeb, iOS, Android

Identical on both: user rating (Not yet rated), category (Investment Analytics).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in FactSet

  • FactSet Workstation
  • Universal Screening
  • Microsoft Office integration
  • Portfolio Analysis
  • Mercury AI assistant
  • Model Context Protocol servers
  • Data feeds and cloud delivery

Only in Koyfin

  • Custom dashboards and watchlists
  • Advanced graphing
  • Equity screener
  • Market and macro dashboards
  • Model and client portfolios
  • Proposals and client reports
  • Financial analysis and transcripts
  • Mobile apps

What people use each for

The jobs each tool is most often brought in to do.

FactSet

  • Equity and credit research with company fundamentals, estimates and screeningnot Koyfin
  • Performance attribution and risk reporting on buy-side portfoliosnot Koyfin
  • Building refreshable financial models and pitch books in Excel and PowerPointnot Koyfin
  • Loading FactSet datasets into Snowflake or Databricks for quant researchnot Koyfin
  • Querying portfolio analytics from an internal AI assistant over MCPnot Koyfin
  • Deal sourcing and due diligence for private capital teamsnot Koyfin

Koyfin

  • Individual investors researching stocks and ETFs on a free or low-cost plannot FactSet
  • Advisers building model portfolios and branded client proposalsnot FactSet
  • Macro and cross-asset monitoring with custom dashboardsnot FactSet
  • Screening global equities on fundamental and valuation criterianot FactSet
  • Teaching markets and financial analysis in universitiesnot FactSet

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

FactSet

  • No published pricing; FactSet's FAQ says cost depends on the use case and products required, and trials go through sales (checked November 2026).
  • The Excel add-in is typically part of a broader subscription according to FactSet's FAQ, so Office integration cannot be bought as a lightweight standalone tool.
  • The installed Workstation is Windows only, with 16 GB or more of memory recommended and a base installation upgrade advised every 12 months, per FactSet's installation guide.
  • Portfolio Analytics MCP launched as a limited release in June 2026, so AI access to attribution and risk outputs is not yet a mature, generally available feature for every client.
  • Benchmark DataFeeds on Snowflake are built per client, and FactSet's own developer recipe says designing each workflow takes several days to a week.

Koyfin

  • Annual prices are not shown on the pricing page, only a claim of saving up to 30 per cent, checked November 2026.
  • Client proposals and reports are capped at 10 a month on Advisor Core, so a practice running regular reviews for many households needs Advisor Pro at $299 a month.
  • Advisor Core includes only one custodian integration, and the features page names only Schwab and Altruist; firms on other custodians fall back to PDF statement uploads, which are an Advisor Pro feature.
  • The data coverage page does not name its upstream data providers, so users cannot check where fundamentals and estimates come from.
  • No Excel add-in or API is described on the features or pricing pages, which limits use in spreadsheet-based modelling workflows.
  • The mobile app lists filings, screener and custom calculations as features still to come.

Pricing, plan by plan

FactSet

On request

No published plan breakdown. See the FactSet review.

Koyfin

Free
  • FreeFree
    • 2 years of financials and 1 year of estimates
    • Advanced charting and market and macro dashboards
    • 2 watchlists, 2 screens and 2 custom dashboards
  • Plus$39/month
    • 10 years of financials and estimates
    • ETF holdings and stock and ETF screener
    • Unlimited watchlists, screens and custom dashboards
  • Premium$79/month
    • Everything in Plus
    • Advanced portfolio analytics
    • Unlimited custom data and custom formulas
  • Advisor Core$209/month
    • Everything in Premium
    • Model and client portfolios
    • 10 client proposals and reports a month

Which should you pick?

Choose FactSet if

  • You need factset workstation.
  • You work on Windows, Web, API.
  • You also want universal screening.
FactSet review

Choose Koyfin if

  • You need custom dashboards and watchlists.
  • You want to start without paying.
  • You work on Web, iOS, Android.
  • You also want advanced graphing.
Koyfin review

Questions people ask

Is FactSet or Koyfin better?
Neither clearly leads. FactSet starts at On request and Koyfin at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, FactSet or Koyfin?
Koyfin has a free tier; the other does not. Paid plans start at On request for FactSet and Free for Koyfin.
Does FactSet or Koyfin run on more platforms?
FactSet runs on Windows, Web, API. Koyfin runs on Web, iOS, Android.
Can I use Koyfin for free?
Yes. Koyfin has a free tier, so you can try it without paying. FactSet starts at On request.
What is FactSet best used for?
FactSet is most often used for equity and credit research with company fundamentals, estimates and screening, performance attribution and risk reporting on buy-side portfolios, building refreshable financial models and pitch books in excel and powerpoint, loading factset datasets into snowflake or databricks for quant research. Of those, equity and credit research with company fundamentals, estimates and screening and performance attribution and risk reporting on buy-side portfolios are not what Koyfin is typically brought in for.
What can FactSet do that Koyfin cannot?
FactSet covers FactSet Workstation, Universal Screening, Microsoft Office integration, Portfolio Analysis. Koyfin covers Custom dashboards and watchlists, Advanced graphing, Equity screener, Market and macro dashboards.

Answered from the vendors’ own pages

FactSet: How much does FactSet cost?

FactSet does not publish prices. Its FAQ says the cost varies with your use case and the specific products and services you need, and quotes and trials are arranged through the sales team.

Source
Koyfin: How much does Koyfin cost?

Free is $0. Plus is $39 a month, Premium $79, Advisor Core $209 and Advisor Pro $299 at monthly billing, and annual plans save up to 30 per cent. Teams is quoted by sales.

Source
FactSet: Does FactSet have an Excel add-in?

Yes. FactSet's Office tools create auditable, refreshable links to FactSet content in Excel, Word, PowerPoint and Outlook. The FAQ notes the Excel add-in is typically part of a broader subscription.

Source
Koyfin: What does the Koyfin free plan include?

Two years of financials and one year of estimates, My Portfolios, advanced charting, market and macro dashboards, two watchlists, two screens, two custom dashboards, and limited company snapshots and news.

Source
FactSet: What are the system requirements for FactSet Workstation?

The installed Workstation and Office add-ins are a single MSI installer for Windows desktop and server operating systems. FactSet recommends 16 GB or more of memory, Windows 11 64-bit and Office 2016 or Microsoft 365, and upgrading the base installation every 12 months.

Source
Koyfin: What data does Koyfin cover?

Stocks, ETFs, mutual funds, closed-end funds, options, short interest, indices, currencies, commodities, crypto, fixed income, global economics, news and transcripts. Koyfin states coverage of more than 80,000 companies and transcripts going back 50 years.

Source
FactSet: Can FactSet data be delivered to Snowflake?

Yes. Standard DataFeed content can be delivered as Snowflake data shares, with each feed appearing as a schema with tables. Benchmark DataFeeds are customised per client and take several days to a week to design.

Source
Koyfin: Which custodians does Koyfin integrate with?

The features page names Schwab and Altruist. Advisor Core includes one custodian integration and Advisor Pro allows several, plus PDF brokerage statement uploads and portfolio management system integrations.

Source
FactSet: What is the FactSet Portfolio Analytics MCP?

A Model Context Protocol server, announced as a limited release on 26 June 2026, that lets buy-side firms query governed performance, attribution and risk outputs from FactSet inside their own AI environments.

Source
Koyfin: Does Koyfin have a mobile app?

Yes, on iOS and Android. It covers market overview, portfolio tracking, news, watchlists, security snapshots and price alerts, and syncs changes with the desktop.

Source
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