How much does Koyfin cost?

Koyfin publishes 6 tiers, from Free for Free up to On request for Teams. The entry tier costs nothing.

What is the difference between Free and Plus on Koyfin?

Plus costs $39/month against Free, and adds 10 years of financials and estimates, etf holdings and stock and etf screener, unlimited watchlists, screens and custom dashboards, filings, transcripts and premium news.

Is the Teams plan on Koyfin worth it?

That depends entirely on whether you need what it adds, which on the published record is custom plan arranged with sales. It costs On request against $39/month for Plus. Softwr has not used either tier, so this page can tell you what changes, not whether it is worth the difference to you.

Which investment analytics tools can I use without paying?

1 of the 8 investment analytics tools listed alongside Koyfin have a free tier: Preqin.

Does Koyfin charge per user?

The record carries a price and a billing period for each of its 6 tiers, but not the unit that price is charged in. Per-seat and flat-rate billing look identical in this data, so check the vendor's page before budgeting for a team.

Are these Koyfin prices current?

They are what the catalogue entry holds, refreshed when the entry is. Vendors change pricing without notice and nobody at Softwr re-verifies each tier by hand, so treat this as a structured summary and the vendor's own pricing page as the authority.

What should I compare Koyfin against before paying?

The closest investment analytics tools in this directory are YCharts, Morningstar Sustainalytics, S&P Capital IQ Pro, Preqin. Each has a side-by-side comparison with Koyfin covering price, platforms and features.

Investment Analytics · pricing

Koyfin pricing

Koyfin publishes 6 tiers. Below is each one, what it adds over the tier beneath it, and where the ladder stops being worth climbing for most people.

As of 12 November 2026, Koyfin pricing is free, then $39/month across 6 published tiers. Figures are the vendor's list prices as recorded on this page's last check; the vendor's site is the final word.

Entry price: Free, then $39/month
Model: Freemium
Tiers: 6
Free tier: Yes

Koyfin plans, side by side

Every published tier in ascending order of price, with the number of features each one lists. An absence here means the record does not itemise it, not that the tier lacks it.

Koyfin pricing tiers
Plan	Price	Features listed	Step up from the tier below
Free	Free	4	Entry tier
Plus	$39/month	4	+$39/month, 4 more features
Premium	$79/month	4	+$40/month, 4 more features
Advisor Core	$209/month	5	+$130/month, 5 more features
Advisor Pro	$299/month	5	+$90/month, 5 more features
Teams	On request	1	Priced on request

What each tier adds

The set difference between each tier's feature list and the one beneath it. Where a tier lists nothing new, the vendor has either stopped repeating the inherited list or the tier raises limits rather than adding capability, the record does not distinguish the two, so this page does not either.

Free

The entry tier. It covers 2 years of financials and 1 year of estimates, advanced charting and market and macro dashboards, 2 watchlists, 2 screens and 2 custom dashboards, limited company snapshots and news.

Plus

$39/month

Over Free, this tier adds:

10 years of financials and estimates
ETF holdings and stock and ETF screener
Unlimited watchlists, screens and custom dashboards
Filings, transcripts and premium news

Premium

$79/month

Over Plus, this tier adds:

Everything in Plus
Advanced portfolio analytics
Unlimited custom data and custom formulas
Custom financial templates and ETF valuation

Advisor Core

$209/month

Over Premium, this tier adds:

Everything in Premium
Model and client portfolios
10 client proposals and reports a month
1 custodian integration
US and Canadian mutual funds and mutual fund screener

Advisor Pro

$299/month

Over Advisor Core, this tier adds:

Everything in Advisor Core
Attribution and short and leveraged model portfolios
200 client proposals and reports a month
Custom report pages and multiple custodian integrations
PDF statement upload, PMS integrations, US SMAs and priority support

Teams

On request

Over Advisor Pro, this tier adds:

Custom plan arranged with sales

Where Koyfin stops being free

Free, Free

2 years of financials and 1 year of estimates
Advanced charting and market and macro dashboards
2 watchlists, 2 screens and 2 custom dashboards
Limited company snapshots and news

Plus, $39/month

The first thing you pay for:

10 years of financials and estimates
ETF holdings and stock and ETF screener
Unlimited watchlists, screens and custom dashboards
Filings, transcripts and premium news

What the product covers

The full Koyfin feature record, grouped as the catalogue groups it. This is the product as a whole; the record does not map every feature onto a specific tier.

core

Custom dashboards and watchlists
Equity screener
Financial analysis and transcripts

analytics

Advanced graphing
Market and macro dashboards

portfolio

Model and client portfolios

reporting

Proposals and client reports

productivity

Mobile apps

People bring Koyfin in for individual investors researching stocks and etfs on a free or low-cost plan, advisers building model portfolios and branded client proposals, macro and cross-asset monitoring with custom dashboards, screening global equities on fundamental and valuation criteria, teaching markets and financial analysis in universities. If that is not the job you are buying for, the alternatives to Koyfin are worth a look before you commit to a tier.

How that compares in Investment Analytics

Too few investment analytics tools in this directory publish a starting price to quote a meaningful median, so the table below is a like-for-like list rather than a ranking.

Koyfin entry price against other Investment Analytics tools
Tool	Entry price	Model	Rated	Head to head
Koyfin (this page)	Free, then $39/month	freemium	-
YCharts	On request	quote	-	vs Koyfin
Morningstar Sustainalytics	On request	quote	-	vs Koyfin
S&P Capital IQ Pro	On request	quote	-	vs Koyfin
Preqin	Free	quote	-	vs Koyfin
PitchBook	On request	quote	-	vs Koyfin
LSEG Workspace	On request	quote	-	vs Koyfin

Ratings are aggregated from third-party sources and imported with each catalogue entry, they are not reviews hosted on Softwr. How each figure is used is set out on the Koyfin badges page.

Before you pay for Koyfin

Three things this page cannot tell you, and all three change the bill. The record carries a price and a billing period but not the unit - per-seat and flat-rate pricing are indistinguishable in this data, so a five-person team may be looking at five times the figure above. It carries no annual rate, so any discount for paying yearly is not something this page can quote. And it carries no trial length.

What it can tell you is the shape of the ladder: 6 tiers between Free and On request, with the jump itemised above. Because there is a free tier, the cheapest way to answer the rest is to use it before paying anything.

Koyfin runs on web, ios, android, and is published by Koyfin Inc. of New York and Miami, with offices in Kyiv, Lviv, Dnipro, Kharkiv and Buenos Aires. The full record is on the Koyfin review, and the rest of the category is under best investment analytics tools.

Koyfin pricing on the vendor's own site

Koyfin pricing questions

How much does Koyfin cost?: Koyfin publishes 6 tiers, from Free for Free up to On request for Teams. The entry tier costs nothing.
Does Koyfin have a free plan?: Yes. The Free tier costs nothing and covers 2 years of financials and 1 year of estimates, advanced charting and market and macro dashboards, 2 watchlists, 2 screens and 2 custom dashboards. Paying starts at $39/month for Plus.
What is the difference between Free and Plus on Koyfin?: Plus costs $39/month against Free, and adds 10 years of financials and estimates, etf holdings and stock and etf screener, unlimited watchlists, screens and custom dashboards, filings, transcripts and premium news.
Is the Teams plan on Koyfin worth it?: That depends entirely on whether you need what it adds, which on the published record is custom plan arranged with sales. It costs On request against $39/month for Plus. Softwr has not used either tier, so this page can tell you what changes, not whether it is worth the difference to you.
Which investment analytics tools can I use without paying?: 1 of the 8 investment analytics tools listed alongside Koyfin have a free tier: Preqin.
What am I actually paying for with Koyfin?: The record lists 8 features across 5 areas: core, analytics, portfolio, reporting, productivity. In practice it is brought in for individual investors researching stocks and etfs on a free or low-cost plan, advisers building model portfolios and branded client proposals, macro and cross-asset monitoring with custom dashboards.
Does Koyfin charge per user?: The record carries a price and a billing period for each of its 6 tiers, but not the unit that price is charged in. Per-seat and flat-rate billing look identical in this data, so check the vendor's page before budgeting for a team.
Are these Koyfin prices current?: They are what the catalogue entry holds, refreshed when the entry is. Vendors change pricing without notice and nobody at Softwr re-verifies each tier by hand, so treat this as a structured summary and the vendor's own pricing page as the authority.
What should I compare Koyfin against before paying?: The closest investment analytics tools in this directory are YCharts, Morningstar Sustainalytics, S&P Capital IQ Pro, Preqin. Each has a side-by-side comparison with Koyfin covering price, platforms and features.