Koyfin

Verdict

Official Koyfin homepage — research platform framing (captured 2026-09-15).

Koyfin is research-terminal software for charts, fundamentals, news, screening, portfolios, and market / macro dashboards. Official pages at koyfin.com and koyfin.com/pricing describe Free through Advisor Pro seats, including advisor reporting and US & Canadian mutual funds on Advisor Core / Advisor Pro. Koyfin is not a broker. This directory does not claim Koyfin is a Bloomberg replacement — that kind of hype is vendor marketing territory, not an FTT claim.

Authoritative dollars (official Monthly / Annual toggle, browser capture 2026-09-15):

Plan	Monthly toggle	Annual toggle (shown as $/mo)
Free	$0/mo	$0/mo
Plus	$49/mo	$39/mo
Premium	$110/mo	$79/mo
Advisor Core	$239/mo	$209/mo
Advisor Pro	$349/mo	$299/mo

Annual cards still print $/month (discounted monthly-equivalent rates when Annual is selected). The page does not print yearly totals such as $468 / $948 / $2,508 / $3,588 — those arithmetic products are not typed into offers[]. Monthly view prints Save up to 30% with an annual plan.

This is a directory listing of research software, not a brokerage, not a signal service, and not a source of investment advice. Do not treat this page as a how-to for placing trades.

We are not saying Koyfin is the best research terminal, the best charting tool, or the best purchase. We do not invent star ratings. We are not saying it will make a strategy profitable. Not financial advice.

Best for

• Research terminal work as the primary job. Charts, company snapshots, financials / estimates, screeners, portfolios, and market / macro dashboards are the public center of gravity — not a broker and not a live unusual-options-flow tape.
• Free at $0 when limited financials (2Y) / estimates (1Y), advanced charting, market & macro dashboards, and capped watchlists / screens / dashboards are enough.
• Plus at $49/mo or $39/mo (annual toggle) when you want 10Y financials & estimates, ETF holdings, stock & ETF screener, unlimited watchlists / screens / custom dashboards, 100K+ global company snapshots, and premium news / filings / transcripts labels.
• Premium at $110/mo or $79/mo (annual toggle) when you also want My Portfolio advanced analytics, unlimited custom data / formulas, custom financial templates, and ETF valuation.
• Advisor Core / Advisor Pro when you need model portfolios, client proposals & reports, custodian integrations, and US & Canadian mutual funds / mutual fund screener (Advisor-tier pricing cards).

That is a fit for investors and advisors who want research / reporting software as an input. It is not a claim that any plan improves results.

Skip if

• You want Koyfin to be the broker. It is not. Custody and order routing live elsewhere.
• You assumed Free / Plus / Premium include Canadian mutual funds. Pricing FAQ and Advisor cards: mutual-fund data is on Advisor Core and Advisor Pro only.
• You treated Advisor “US & Canadian mutual funds” as proof of full TSX equity coverage. Mutual-fund marketing ≠ verified Canadian-listed equity depth — see Canada note.
• You need published yearly card totals. Annual toggle shows $/mo only; this directory does not invent yearly stickers for offers[].
• Your primary job is Supercharts alone, Quant ratings media alone, or guru-holdings screening alone. Neighbors such as TradingView, Seeking Alpha, and GuruFocus fit those jobs differently — this page does not rank them.
• You need a seat without auto-renew risk. Pricing FAQ: plans auto-renew; cancel stops future renewals with access through the paid period. There is a 30-day 100% satisfaction refund path — confirm with support before you rely on it.

What you get

Official pricing — Monthly toggle: Free $0, Plus $49, Premium $110, Advisor Core $239, Advisor Pro $349 (captured 2026-09-15).

Source of truth: koyfin.com/pricing Monthly / Annual toggle, browser capture 2026-09-15. Prefer plan names exactly as printed: Free, Plus, Premium, Advisor Core, Advisor Pro.

Plan	Monthly	Annual (shown $/mo)	Pricing URL
Free	$0	$0	Pricing
Plus	$49	$39	same
Premium	$110	$79	same
Advisor Core	$239	$209	same
Advisor Pro	$349	$299	same

Feature labels (pricing cards — vendor claims):

• Free. 2Y financials & 1Y estimates; My Portfolios; advanced charting; market & macro dashboards; 2 watchlists & 2 screens; 2 custom dashboards; limited company snapshots; limited news.
• Plus. Everything in Free plus 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.
• Premium. Everything in Plus plus My Portfolio advanced analytics; unlimited custom data; unlimited custom formulas; custom financial templates; ETF valuation.
• Advisor Core. Everything in Premium plus model portfolios; client proposals & reports (10/month); client portfolios; 1 custodian integration; US & Canadian mutual funds; mutual fund screener.
• Advisor Pro. Everything in Advisor Core plus short & leveraged model portfolios; client proposals & reports (200/month); custom report pages; multiple integrations; PDF broker statement upload; PMS integrations; US SMAs; priority support.

Billing extras (pricing FAQ)

• Refund: 100% satisfaction guarantee; full refund within 30 days if not satisfied (contact support).
• Auto-renew: Yes at end of billing cycle; cancel → no further auto-renew; access through the paid period.
• Monthly → annual: Remaining monthly balance applied to annual at checkout (Profile → Plans & Billing → Manage Plan).
• Payments: FAQ states payments are secured and handled by Stripe; major credit cards accepted.
• Not in offers[]: Invented yearly totals from multiplying annual $/mo × 12; Enterprise / flexible business pricing without a public dollar card.

Prices change. Confirm the checkout total before you pay. This directory does not sell Koyfin and has no affiliate URL. The CTA on this page goes to the official homepage: koyfin.com.

How it works

Official homepage product preview — multi-panel research dashboard (captured 2026-09-15).

Research workflow (vendor story)

1. Sign up for Free or choose Plus / Premium / Advisor on pricing.
2. Chart and screen. Use advanced charting, watchlists, screens, and (on paid seats) stock & ETF screener surfaces within your plan caps.
3. Research companies. Open company snapshots, financials / estimates, news, filings, and transcripts as labeled for your seat.
4. Portfolios and dashboards. Track My Portfolios and custom dashboards; Premium adds advanced analytics / custom data / formulas.
5. Advisor path (Core / Pro). Model portfolios, client proposals & reports, custodian integrations, and mutual-fund screener / US & Canadian mutual funds labels.

That is the vendor workflow story — not a recommendation to subscribe, and not a claim that screens or reports improve P/L.

Watch-outs

Official pricing FAQ — 30-day refund and related billing copy (captured 2026-09-15).

• Not a broker. Research and reporting software only on this directory.
• Annual dollars are $/mo on the cards. Do not invent yearly totals for checkout or for offers[] when the page only prints monthly-equivalent rates.
• Mutual funds ≠ full Canadian equity coverage. Advisor Core / Pro market US & Canadian mutual funds; Free / Plus / Premium Canadian-listed equity depth is unverified.
• Vendor marketing language. Pricing subtitle uses “industry’s leading tools” — treat as marketing, not an FTT ranking or Bloomberg-replacement claim.
• Auto-renew + Stripe. FAQ: auto-renew and Stripe payment handling — cancel before renewal if you do not want the next charge; use the 30-day refund window if eligible.
• Advisor seats are expensive vs retail Plus / Premium. Confirm you need reporting / custodian / mutual-fund labels before paying Advisor Core $239/mo or Advisor Pro $349/mo.

Pros and cons

Official Equity Screener workspace — product UI (captured 2026-09-15).

Sourced from the official pages listed under Sources. We do not invent affiliate payouts.

Pros

• Clear five-plan ladder with Free $0 on-ramp and verified Monthly / Annual toggle dollars (2026-09-15).
• Product job matches research terminal / chart + fundamentals rather than pretending to be a broker.
• Plus / Premium feature cards spell out screener, financials depth, and portfolio analytics labels.
• Advisor cards explicitly name US & Canadian mutual funds (useful Canada signal — still mutual funds, not TSX equity proof).
• Published 30-day 100% satisfaction refund; Stripe called out in FAQ; monthly→annual credit path documented.

Cons

• Annual cards omit printed yearly totals — easy to misread $/mo as a yearly sticker.
• Advisor Core / Pro monthly stickers are high vs retail seats; mutual funds gated to Advisor tiers.
• Canadian-listed equity coverage unverified on Free / Plus / Premium.
• Not a broker; named Canadian-broker integrations unverified.
• Auto-renew by default; confirm cancel / refund process before you rely on the 30-day window.
• No FTT affiliate URL — CTAs go to the official site only.

How it compares

Official pricing feature rows — Advisor Core lists US & Canadian mutual funds (captured 2026-09-15). Not competitor screenshots.

This is not a ranking. These are neighboring listings for research / chart / screen jobs. We do not invent star ratings. We do not claim Koyfin is better.

	Koyfin	TradingView	GuruFocus	Seeking Alpha	Finviz	Yahoo Finance Plus	TipRanks
Status on this directory	Live review	Live review	Live review	Live review	Live review	Live review	Live review
Job fit	Research + chart/screen	Chart and screen stocks	Research companies	Research companies	Chart and screen stocks	News / research (paid Plus)	Research / analyst-oriented
What official pages describe	Research terminal: charts, financials, screens, portfolios, Advisor reporting / mutual funds	Supercharts, screeners, Pine; optional broker routing	Fundamental screener, long financials, DCF/WACC, guru holdings	Articles, Quant ratings, Alpha Picks, PRO research	Screener, heatmaps; Elite real-time / alerts	Bronze / Silver / Gold Plus seats on Yahoo Finance	Analyst / Smart Score style research surfaces
Price captured here	Free $0; Plus $49/mo or $39/mo annual; Premium $110/mo or $79/mo annual; Advisor Core $239/$209; Advisor Pro $349/$299 (2026-09-15)	Free + paid tiers (see TradingView review)	Premium $549/yr ladder (see GuruFocus review)	Free/Basic $0; Premium $299/yr ladder (see Seeking Alpha review)	Free delayed / Elite (see Finviz review)	Bronze / Silver / Gold monthly + annual (see Plus review)	See TipRanks review
Canada note	Advisor US & Canadian mutual funds; Canadian-listed equity depth unverified	Canada markets docs exist; unnamed CA retail brokers unverified	Canada region add-on path documented	Canadian-issuer depth unverified	Canadian listings unverified	Plus Help-offered in US and Canada; CAD billing unverified	Canada details per TipRanks review

Koyfin is research-terminal-first. TradingView is Supercharts-first. GuruFocus is fundamental screener / guru-holdings-first. Seeking Alpha is research media / Quant-first. Finviz is screener/map-first. Yahoo Finance Plus is a paid portal layer. TipRanks is analyst-oriented research. For a Keep / Gain / Lose job-fit map of neighboring research / chart listings (not a ranking), see Koyfin alternatives. None of those rows is a recommendation to switch, and none is a claim that Koyfin wins the job.

Verified features

Sourced from koyfin.com and koyfin.com/pricing (including Pricing FAQ). Captured / re-verified 2026-09-15. We do not list features we could not attribute to those pages.

Standing prices (offers[])

• Free $0.
• Plus Monthly $49; Plus Annual (shown $/mo) $39.
• Premium Monthly $110; Premium Annual (shown $/mo) $79.
• Advisor Core Monthly $239; Advisor Core Annual (shown $/mo) $209.
• Advisor Pro Monthly $349; Advisor Pro Annual (shown $/mo) $299.
• Annual toggle does not print yearly totals — invented $468 / $948 / $2,508 / $3,588 are not in offers[].

Plan feature labels (pricing cards)

• Free through Premium retail ladder as listed under What you get.
• Advisor Core / Pro: client reporting, custodian integrations, US & Canadian mutual funds, mutual fund screener (and Pro add-ons).

Billing facts (Pricing FAQ)

• 30-day 100% satisfaction refund.
• Auto-renew; cancel stops future renewals; access through paid period.
• Monthly→annual switch with remaining balance credit.
• Payments handled by Stripe.

Still UNVERIFIED (kept visible)

1. Full Canadian-listed equity (TSX / TSXV / NEO / CSE) coverage depth on Free / Plus / Premium.
2. Whether Advisor mutual-fund data implies any TSX equity screener parity — not assumed.
3. Named Canadian-broker integrations (Questrade, Wealthsimple, TD Direct Investing, Interactive Brokers Canada).
4. CAD checkout totals / FX add-ons.
5. TFSA / RRSP treatment (outside research-software scope).
6. Published yearly card totals beyond the annual $/mo rates shown.
7. Any claim that Koyfin replaces Bloomberg or improves investment returns — rejected as directory claims.

Canada note

This directory is written with readers in Canada as well as the United States.

What official pricing claims. Advisor Core and Advisor Pro cards list US & Canadian mutual funds and a mutual fund screener. Pricing FAQ: Mutual Fund data is included in Advisor Core and Advisor Pro (total return, fees, drawdown, portfolio characteristics, and mutual fund holdings).

What we do not invent. Those Advisor labels are mutual funds, not proof that Free / Plus / Premium include full TSX / TSXV / NEO / CSE equity coverage. Canadian-listed equity depth remains unverified unless official product docs prove it.

Brokers / CAD / registered accounts. Named Canadian-broker integrations are unverified. Pricing cards we captured are in USD. CAD billing, TFSA/RRSP constraints, and Canadian tax treatment of trades are outside this review.

Price cues from the alternatives page

These notes moved off the alternatives page. Prices are the figures already published there, not new quotes.

• Premium $549 a year; Premium Plus $1,398 a year; Professional $2,448 a year; Canada region add-on $369 a year.
• Free/Basic $0; Premium $299 a year; Alpha Picks $499 a year; PRO $2,400 a year.
• Free $0; Premium $359 a year; Ultimate $599 a year.
• Bronze $9.95 a month / $95.40 a year; Silver $24.95 a month / $239.40 a year; Gold $49.95 a month / $479.40 a year.
• Basic Free $0; Essential $12.95 a month; Plus $29.95 a month; Premium $59.95 a month; Ultimate $199.95 a month (annual specials on capture).
• Free $0; Elite $39.50 a month; Elite $299.50 a year.

Sources

Prefer these official URLs (capture / re-verify 2026-09-15):

• koyfin.com — product framing; research dashboard preview
• koyfin.com/pricing — Free / Plus / Premium / Advisor Core / Advisor Pro; Monthly ($0 / $49 / $110 / $239 / $349) and Annual shown $/mo ($0 / $39 / $79 / $209 / $299); feature rows including US & Canadian mutual funds
• Pricing FAQ on the same page — 30-day refund; auto-renew; monthly→annual; Stripe; mutual-fund plan gating

Confirm pricing and coverage on the official site. There is no affiliate link on this page. Official homepage only: koyfin.com.

Disclosure

This page is a directory review of publicly priced research-terminal software, not financial advice, not a recommendation to buy a seat, and not a claim that any chart, screen, portfolio view, mutual-fund row, or plan will be profitable. Koyfin is not listed here as a broker. We do not claim Koyfin is a Bloomberg replacement. We have no affiliate URL on this listing; outbound CTAs use the official site. Prices and features change — confirm on koyfin.com/pricing before you pay. Not financial advice.