Easy access to reliable and relevant data
Easily stay on top of news and market movements that might affect your client’s finances.
Koyfin is the investment platform of the future, giving you everything you need all in one place. It streamlines your workflow and removes the busy work, letting you focus on the actual task of investing.
We owe a debt to YCharts. They proved to us that there was an appetite for a challenger to the industry’s big players. However, they didn’t have answers to all of our problems and that’s why we are here, offering users accessible investment tools at an affordable price.
While similar in some core functions, Koyfin really comes into its own with customizability and insight into company financials. And if you like to keep your finger on the pulse, there’s no better place than Koyfin with our integrated Reuter’s News feed.
Core tools & analytics
Financial analysis templates
News, filings & transcripts
Custom news screens
Pricing & Value
Value for money
In the Kitces Report, users were asked about the value of tools they use relative to their cost. With a value of over 9.5 out of 10, Koyfin was the highest ranked tool by FIAs.
Most of the industry like to hide their pricing behind an inquiry form or try to hook you in with a free trial. Our approach is a little different — our prices are straightforward, transparent and have no hidden costs. And if you’d like to stay on our free plan forever, that’s cool with us too.
YCharts’ pricing starts at $100 per month for their ‘Lite’ package, which is aimed at students and individuals. For new users, a 7-day free trial is available. They do have some more advanced transparent pricing plans which are billed annually. That’s an upfront cost of $3,600 for their Standard Plan or $6,000 for their Professional Plan.
Our Free plan gives you pro-grade analytical tools & live data so that you have everything you need to get started. You can switch to our paid plans any time to unlock our most powerful features.Get started
Our Plus plan gives you access to all our core data and functionality, AS well as company transcripts, document search and unlimited dashboards. Experience investment, unlimited.Get started
Our most popular plan is also our most powerful. The Pro plan unlocks advanced features such as custom formulas, custom FA templates and US mutual fund data. Insight has never been this good.Get started
Our features are easy to use yet powerful. From advanced graphing to macro dashboards, we have everything you need to identify your next trade right here. Bookmark it now and never look back.
Humans love to visualize. Graphs drive today’s investing. Koyfin’s craft starts with fitting all the world’s data into radiant views. No more clunky interfaces! It’s the look and feel you wished for.
The analysts speak, and the market moves. We help you keep up. Koyfin puts the world’s financial data at your fingertips. When the analysts speak, you can listen in.
What’s your style? Build watchlists that come alive. Shape them to your style or needs. Custom dashboards let you perfect your vision. Focusing on the right data has never been easier.
Macro Dashboards give you our best models for viewing bundled aspects of the financial landscape with just the right contextual detail. Explore and customize at will. Make our insight your own!
Koyfin has all of your data needs covered meaning you spend less time switching between web browsers and more time identifying investment opportunities. We also offer recent and historical company transcripts which aren’t available on Ycharts.
Real-time price data, business summary, key analytics metrics, price performance charts, recent news, and earnings estimates.
Track & research all in one place as Koyfin covers all US ETFs including full holdings and constituents.
Easily track and analyze performance vs. any security such as stocks, ETFs and other mutual funds.
Research and analyze government bond yields and yield curves, we cover every major country.
Understand which indices are leading and lagging around the world. We cover the major equity indices in each region.
Track and analyze commodities performance using front-month Commodity futures prices.
Easily track the fast-paced currency markets with real-time prices and analyze with our advanced graphing tools.
Stay up to speed on economic indicators from around the globe — track events and graph economic data.
Not on YCharts
Obtain recent and past earnings reports along with verbatim analyst calls and company conference calls.
We offer streaming news as well as MT Newswires to track the latest in financial markets.
Koyfin provides intraday price data for all US-based closed-end funds as well as performance and financial statements.
Koyfin has short interest data from US exchanges for all US stocks so you can determine the direction of the market.
Information on this page is correct at time of publishing and is subject to change. For up to date information please check YCharts
Koyfin provides access to market-leading data and powerful analytical tools to all investors, no matter the size of their portfolio. The annual fees associated with YCharts is likely enough to put off most independent investors and students.
Join with the thousands of investors who’ve discovered Koyfin.