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Intelligent features
for smarter investing
Intuitive features put you in control of the market data you see.
See more of what matters to you, in less time.
Advanced Graphing
Brilliant graphs give you more
Sharpen your insight in a snap with superb graphing features. Our clean and elegant tools transform information into power.
Save & Share
Create graph templates in a flash and share them at will.
Technical & Fundamental
Customize charts to suit your investment style.
Financial Analysis
See crucial financial data, instantly
Accessing financial data shouldn't need sleuth-like detective skills. That's why we let you see it all at the click of a button.
Custom Analysis
Cut to the chase: design the emphasis that works best.
Financial Review
View by different time periods graphically and tabularly.
Equity Screener
Instant match
Find your target companies that match your unique investment style. Our filter criteria are set to leave no chance for the stocks you look for to slip through your radar.
Custom Filters
Incorporate over 5,900 filters to meet your parameters.
Results & Insights
See what is driving the market in a matter of seconds.
Market Dashboards
Easily see big picture economics
Identify market trends that can have a big impact on investments, large and small.
Curated Data
Today’s markets curated on one easy-to-follow screen.
Data Overview
Easy-to-view pages for economic data and markets.
Watchlists
Stay on the lookout
Create & customize watchlists to easily keep track of all necessary metrics of your investment assets.
Custom Views
Create and reuse a sets of columns and table settings.
Share Insights
Share personalized watchlists at the click of a mouse.
Custom Dashboards
All your essential data, in one view
Create and save custom dashboards to give you a bird's-eye view of all the data you care about most, on one screen.
Tailored Data
Create specialized data sets to match your unique needs.
Multiple Watchlists
Create flexible dashboards for each asset class you follow.
Company Snapshots
All company data at your fingertips
Get all the security information and analyst estimates overview instantaneously with our snapshots.
Security Snapshots
Get top-down view of essential security information.
Analyst Estimates
Watch the analysts with a particular interest in your stock.
Portfolio Tools
Efficiently track your investments
Quickly and easily track all of your investments, giving you an at-a-glance view of your investment performance.
Equity Portfolio
Track and manage your equities in one place with ease.
Custom Views
Create and reuse a set of columns and table settings.
Pricing. We keep it simple.
Industry leading tools at a price to suit everyone.
Koyfin is an excellent research tool and with its global coverage of equities, analyst estimates and financials, it allows investors to carry out fast and comprehensive analysis. Koyfin is a great product!
Koyfin as a service is like no other. I’ve used Bloomberg terminals that my university provides but Koyfin’s service is perfect for what I need. It’s even comparable to the service that Bloomberg offers!
I truly enjoy Koyfin. I have been in the investment advisory business for 35 years and although I subscribe to and use a number of tools ranging from Eikon to Zephyr, I open Koyfin every day.
Koyfin is one of the chief tools I use to get a quick overview of the markets, as it offers a great dashboard covering multiple asset classes across the globe. And because they also offer data and analysis on US-listed ETFs and funds.
I have the hugest amount of respect for Rob and the Koyfin team. What these guys are doing is great – and they are empowering individual investors like me with tools that make it easier and faster to analyse companies all over the world!
Compare our plans
Save up to 30%
with an annual plan
Save up to 30%
with an annual plan
Markets & data coverage
Global equities, fundamentals & valuation
Global bonds, yield curves & FX
Global ETFs
US & CA mutual fund data
Financial statements
2Y & 12Q
10Y & 40Q
10Y & 40Q
10Y & 40Q
10Y & 40Q
Actuals & consensus estimates
2A & 1E years
10A & 10E years
10A & 10E years
10A & 10E years
10A & 10E years
Core research & monitoring
Market dashboards
Alerts
5
Limited
50
500
500
500
Watchlist
2
Limited
Unlimited
Unlimited
Unlimited
Unlimited
Advanced charting
S&P500
Chart templates
2
S&P500
Unlimited
Unlimited
Unlimited
Unlimited
Screener
Stocks
S&P500
Stocks, ETFs
Stocks, ETFs
Stocks, ETFs, MFs
Stocks, ETFs, MFs
Screens
2
S&P500
Unlimited
Unlimited
Unlimited
Unlimited
Economic calendar
S&P500
Mobile app
Top 20
Client & portfolio management
My portfolio
1 account
Unlimited
Unlimited
Unlimited
Unlimited
Model portfolios
Client portfolios
Custodian integrations
PMS integrations
PDF brokerage statement upload
10/month
Custom data series
5 series
Unlimited
Unlimited
Unlimited
Client reports & proposals
45-day history*
10/month
50/month
Custom analytics & tools
Custom dashboards
2
2 years
Unlimited
Unlimited
Unlimited
Unlimited
Custom formulas
1
2
10
Unlimited
Unlimited
Unlimited
Custom financial analysis templates
5Y & 20Q
1
Unlimited
Unlimited
Unlimited
News, filings & transcripts
Market news
Web-based
Premium
Premium
Premium
Premium
Company news
Company filings
Standard email
Press releases
Standard email
Company transcripts
45 day history*
Community
Full history
Full history
Full history
Full history
Advanced transcript search
Standard email
Custom news screens
Alerts
Price, technical & valuation alerts
News, press releases, filings & transcripts alerts
Watchlist alerts
My portfolio alerts
Model portfolios alerts
Client portfolios alerts
Desktop, email & mobile notifications
Alert creation limits
5
50
500
500
500
Model portfolios
Dynamic historical allocations
Shorts & leverage
Sleeves
Custom benchmarks
Style boxes
Model performance history
Exposure breakdown
Risk metrics
X-ray look-through
Data download
Client portfolios
Household grouping
Multi-account portfolios
Custom benchmarks
Holdings, P&L & market value
Hypothetical performance
Exposure breakdown
Risk metrics
X-ray look-through
Integrations
Active integrations per user
1
Unlimited
Schwab
Altruist
TradePMR
Black Diamond
Client reports & proposals
Portfolio reports
Portfolio comparison reports
Individual account reports
Household-level reports
Add firm branding
Edit default report content
Add custom report pages
Security & fund research
Security overview & description
Market movers
Limited
Scatter plot (x,y)
Limited
Analyst price targets
S&P 500
Global
Global
Global
Global
Consensus Wall St estimates
S&P 500
Global
Global
Global
Global
Earnings history & surprises
S&P 500
Global
Global
Global
Global
Dividend summary
S&P 500
Global
Global
Global
Global
ETF exposure
S&P 500
Global
Global
Global
Global
ETF holdings
Top 20
US
US
US
US
Mutual fund holdings
Top 20
Top 20
Top 20
US
US
ETF valuation
SPY, QQQ, DIA
SPY, QQQ, DIA
US ETFs
US ETFs
US ETFs
Actuals & consensus
2A & 1E years
10A & 10E years
10A & 10E years
10A & 10E years
10A & 10E years
Support
Customer support
Standard
Standard
Standard
Standard
Priority
Save up to 30%
with an annual plan
Great investments start with
great insight.
Save time, gain insight and revolutionize the way you invest. Get started today.