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Investment Analytics · head to head

Bloomberg Terminal vs Koyfin

Bloomberg Terminal logo

Bloomberg Terminal

Investment Analytics

Real-time market data, news, analytics, messaging and execution across all asset classes

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: Bloomberg Terminal no published pricing or plan tiers; the product page offers only a demo request (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: Bloomberg Terminal covers Cross-asset market data and analytics, 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 Bloomberg Terminal and Koyfin actually diverge.

Attributes where Bloomberg Terminal and Koyfin differ
AttributeBloomberg TerminalKoyfin
Starting priceOn requestFree
Pricing modelquotefreemium
Free tierNoYes
PlatformsWindows, Web, iOS, Android, 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 Bloomberg Terminal

  • Cross-asset market data and analytics
  • Bloomberg News and Bloomberg Intelligence
  • Instant Bloomberg (IB)
  • Launchpad
  • Execution and order management
  • BQL, BQuant and Excel add-in
  • ASKB
  • Bloomberg Anywhere and Professional app

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.

Bloomberg Terminal

  • Real-time monitoring of prices, news and alerts across asset classes on a trading desknot Koyfin
  • Communicating with counterparties and clients over Instant Bloombergnot Koyfin
  • Fixed income and derivatives pricing and analyticsnot Koyfin
  • Pulling market and fundamental data into Excel models with the add-in or BQLnot Koyfin
  • Executing and managing orders with pre- and post-trade analyticsnot Koyfin
  • Following company and industry research from Bloomberg Intelligencenot Koyfin

Koyfin

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

Where each one falls short

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

Bloomberg Terminal

  • No published pricing or plan tiers; the product page offers only a demo request (checked November 2026).
  • The installable Terminal is Windows-only. Bloomberg's own FAQ says it is not available for native installation on Mac, and points Mac users to Bloomberg Anywhere in a browser.
  • Access requires biometric (fingerprint) and multi-method authentication, which adds a hardware or app step for every user and complicates shared or locked-down environments.
  • The interface is driven by function codes rather than menus; Bloomberg runs a dedicated Terminal Essentials video series for new users, and the learning curve is a real onboarding cost.
  • ASKB, the AI interface, was announced as a beta, so the natural-language layer competitors are shipping is not yet a general feature.

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

Bloomberg Terminal

On request

No published plan breakdown. See the Bloomberg Terminal 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 Bloomberg Terminal if

  • You need cross-asset market data and analytics.
  • You work on Windows, Web, iOS, Android, API.
  • You also want bloomberg news and bloomberg intelligence.
Bloomberg Terminal 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 Bloomberg Terminal or Koyfin better?
Neither clearly leads. Bloomberg Terminal 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, Bloomberg Terminal or Koyfin?
Koyfin has a free tier; the other does not. Paid plans start at On request for Bloomberg Terminal and Free for Koyfin.
Does Bloomberg Terminal or Koyfin run on more platforms?
Bloomberg Terminal runs on Windows, Web, iOS, Android, 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. Bloomberg Terminal starts at On request.
What is Bloomberg Terminal best used for?
Bloomberg Terminal is most often used for real-time monitoring of prices, news and alerts across asset classes on a trading desk, communicating with counterparties and clients over instant bloomberg, fixed income and derivatives pricing and analytics, pulling market and fundamental data into excel models with the add-in or bql. Of those, real-time monitoring of prices, news and alerts across asset classes on a trading desk and communicating with counterparties and clients over instant bloomberg are not what Koyfin is typically brought in for.
What can Bloomberg Terminal do that Koyfin cannot?
Bloomberg Terminal covers Cross-asset market data and analytics, Bloomberg News and Bloomberg Intelligence, Instant Bloomberg (IB), Launchpad. Koyfin covers Custom dashboards and watchlists, Advanced graphing, Equity screener, Market and macro dashboards.

Answered from the vendors’ own pages

Bloomberg Terminal: How much does the Bloomberg Terminal cost?

Bloomberg does not publish a price. The product page directs prospective clients to request a demo, and the subscription is quoted by Bloomberg's 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
Bloomberg Terminal: Does the Bloomberg Terminal run on a Mac?

Not as a native install. Bloomberg's FAQ says the Terminal software is not available for native installation on Mac platforms; Mac users with a Bloomberg Anywhere subscription can access it through a web browser.

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
Bloomberg Terminal: What is Bloomberg Anywhere?

The remote access subscription that lets a user connect to the Terminal from a PC, the office, home or mobile devices, including through the Bloomberg Professional app.

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
Bloomberg Terminal: What is Instant Bloomberg?

The Terminal's messaging service. It supports persistent chat rooms, tabs and folders, structured data that links to other Terminal functions, and IB Connect for adding proprietary chatbots to chats.

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
Bloomberg Terminal: Can Bloomberg data be used in Excel or Python?

Yes. Bloomberg provides Office add-ins for Excel, Bloomberg Query Language, BQuant Desktop and the BLPAPI programming interfaces. ASKB also returns the BQL behind its answers so the analysis can be extended in Excel or BQuant.

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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