Koyfin is the alternative to YCharts

See why thousands of investors choose Koyfin over YCharts to give them greater investment insight and level up their game.

Why choose Koyfin over YCharts

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.

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Koyfin stands out with its superior Model Portfolios, charting, ease of use, and affordability compared to YCharts. Our platform is designed to provide a seamless user experience, making it easier for you to navigate and access the information you need.

Core tools & data

Global equity coverage

Mobile app

ETF valuations

ETF & Mutual Fund holdings

Macro & economic data

Model Portfolios and Analytics

Dynamic Model Portfolios

Sleeves & custom benchmarks

Client reports

Portfolio comparison

Schwab integration

News, filings & transcripts

Company News

Global filings

Transcripts

Custom news screens

Transcripts search

Pricing & Value

Best Value

Free version

Transparent pricing

7-day Pro Trial

Voted best value

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 Financial Advisors.

Pricing

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 ok with us too.

Starting price
$300/mo

YCharts’ pricing is $300/month for their Standard plan. That’s an upfront cost of $3,600 for their Standard Plan or $6,000 for their Professional Plan.

Free

Plus

ProMost Popular

$0/mo

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.

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Features

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.

Custom Dashboards on Koyfin

Model Portfolios

Koyfin allows you to create model portfolios and analyze the allocation, performance, and risk. Your model portfolios can even include historical changes to the target allocations.

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Advanced Graphing

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.

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Macro Dashboards

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!

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Custom Dashboards

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.

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Data Coverage

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.

Information on this page is correct at time of publishing and is subject to change. For up to date information please check YCharts

Use Cases

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.

Financial Advisors

Easy access to reliable and relevant data

Easily stay on top of news and market movements that might affect your client’s finances.

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Independent Investors

All the investment tools you need to succeed

Koyfin provides you with everything you need to effectively manage and grow your investment portfolio.

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Students

Gain industry experience with pro-grade tools

Professional tools and comprehensive data at an affordable price give you the best start in investment.

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Research Analysts

Data and metrics of an analysts dreams

Get stuck into the numbers with a complete data set and powerful analytical tools as well as company snapshots and financial histories.

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Great investments start with
great insight.

Join with the thousands of investors who’ve discovered Koyfin.